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. 24: Preparing for Tax and Regulation Shifts in 2022
Michael and David welcome Sophia Duffy, business regulation and legal expert, to the podcast as they discuss how changing economic and political conditions will affect taxation and financial law in the coming year.
Ep. 23: Reverse Mortgages in Retirement Planning
Reverse mortgages are an often-talked about but still controversial subject in retirement planning. Are they worth taking seriously? Michael and David wrap up their discussion with retirement planning expert Wade Pfau with an in-depth look at the strengths and weaknesses of leveraging home value in retirement.
Ep. 22: RISA Profiles in Retirement Planning
Michael and David continue their conversation with retirement planning expert Wade Pfau with an analysis of RISA (Retirement Income Style Awareness) Profiles and how they can improve clients' income and quality of life in retirement.
Ep. 21: Approaches to Retirement Income Planning
Michael and David are back for Season 4, this time welcoming a special guest: retirement planning expert Wade Pfau! To begin their discussion, our three thought leaders take a look at different approaches to retirement planning, and which ones might be a better deal for clients.
Ep. 20: Know Your Options
Options in investment portfolios are a complex topic, and Michael and David spare no details as they delve into the uses and functions of options in the market today with this special episode.
Ep. 19: Robo-Advisors
Robo-advisors have become a huge part of the financial services sector, especially in online, client-facing settings. Michael and David look at the benefits and drawbacks of these programs and whether they truly are competition for flesh and blood professionals.
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!