What do you get when you put two experts behind mics to match wits on the current state of financial services, the economy, investments, and more? The answer is Wealth, Managed with Michael Finke and David Blanchett, a production of The American College of Financial Services. Join Michael and David as they take on trending topics and and new developments in wealth management in their own informative, engaging, and entertaining style.
Ep. 38: Revisiting the Cryptoasset Conundrum
Has the cryptoasset bubble truly burst? Michael and David revisit their discussion on crypto six months on and see what the data shows.
Ep. 37: Annuities in Retirement Planning
What is the real value of guaranteed lifetime income in retirement, and what are the chances your client will run out of money? Michael and David investigate the benefits and drawbacks of annuity products in a retirement context.
Ep. 36: Serving Clients’ Best Interests
What factors can affect which products or services advisors offer to their clients? Michael and David take a look at things that can affect these important business and ethical decisions.
Ep: 35: Solving for Inflation
What can or should be done about runaway inflation still plaguing the world economy? Michael and David provide their thoughts on the causes, effects, and possible solutions.
Ep. 34: Retirement Planning and the 4% Rule
Is conventional thinking on retirement planning hopelessly outdated? Michael and David tackle traditional ideas about the "4% rule" of retirement income and how they hold up in today's market.
Ep. 33: Trust in Financial Services
Michael and David once again host Azish Filabi, JD, MA, Executive Director of the American College Cary M. Maguire Center for Ethics in Financial Services, for an in-depth look at trust between advisors and clients, as well as corporations and the general public, and where it stands today.
Just tuned into this podcast and started on episode 3 regarding withdrawal rates - excellent discussion - lot of nuance and quite a few “ahas” within the course of 20 mins. Looking forward to this series!
No surprise here
Why am I not surprised that a podcast from the American College of Financial Services would bend over backwards to make an episode about the 4% rule about annuities. What a bait and switch from these guys literally on the take from the insurance industry.
Value in 15 minutes
Lots of value in short (in a good way) episodes. Also nice when you know you are listening to subject matter experts and can feel confident in their opinions, not just good podcasters.