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 new developments in wealth management in their own informative, engaging, and entertaining style. Any views or opinions expressed in this podcast are the host ...
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Ep. 42: Investing in Your Health
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How can you treat your long-term physical health more like an investment in your future? Michael and David examine the economic pros and cons of choosing to live healthy and postponing gratification until later in life.Von wealthmanaged
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Ep. 41: Longevity Risk in Retirement
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With most people living longer, how can you ensure you don’t run out of money in your retirement years? Michael and David examine the value of guaranteed income in a retirement plan and other concepts to strengthen your financial future.Von wealthmanaged
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Ep. 40: Staying Ahead of the Curve on Bonds
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With rates on bonds fluctuating for the first time in a long while, Michael and David take a look at the upside of investing in short versus long-term bonds and how bonds fit into a successful financial portfolio.Von wealthmanaged
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Ep. 39: The Truth About ESG
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Can conversations about the value of ESG investing not be depressing? Michael and David discuss the trend of socially-conscious investing and whether it results in a win for the planet or your wallet.Von wealthmanaged
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Ep. 38: Revisiting the Cryptoasset Conundrum
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Has the cryptoasset bubble truly burst? Michael and David revisit their discussion on crypto six months on and see what the data shows.Von wealthmanaged
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Ep. 37: Annuities in Retirement Planning
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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.Von wealthmanaged
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Ep. 36: Serving Clients’ Best Interests
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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.Von wealthmanaged
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Ep: 35: Solving for Inflation
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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.Von wealthmanaged
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Ep. 34: Retirement Planning and the 4% Rule
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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.Von wealthmanaged
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Ep. 33: Trust in Financial Services
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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.Von wealthmanaged
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Ep. 32: Ethical Issues in Financial Services
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Michael and David are joined by Azish Filabi, JD, MA, Executive Director of the American College Cary M. Maguire Center for Ethics in Financial Services, for a conversation on big trends in business ethics today and how the industry can become a more trustworthy partner to all.Von wealthmanaged
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Ep. 31: Student Loan Dos and Don’ts
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Michael and David speak again with education planning expert Ross Riskin, DBA, CPA/PFS, CCFC, this time on student loans and best practices in securing education funding, filling out necessary paperwork, and repayment concerns.Von wealthmanaged
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Ep. 30: FAFSA and Education Planning
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Michael and David welcome education planning expert Ross Riskin, DBA, CPA/PFS, CCFC, for a discussion on federal student aid, the FAFSA process, and the vital ins and outs of financial planning for a college experience.Von wealthmanaged
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Ep. 29: Illustrations in Insurance
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Michael and David join President and CEO of The American College of Financial Services, George Nichols III, for a final conversation on insurance and how companies can demonstrate their value to today's clients and consumers.Von wealthmanaged
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Ep. 28: Issues with Private Equity
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Michael and David sit down for another conversation with former insurance commissioner for the State of Kentucky and current President and CEO of The American College of Financial Services, George Nichols III, in which they discuss the risks associated with investments and private equity in insurance.…
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Ep. 27: Insurance Regulation
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Michael and David are back for Season 5 of our podcast! In this episode, they welcome former insurance commissioner for the State of Kentucky and current President and CEO of The American College of Financial Services, George Nichols III, for the first of a three-part discussion on the modern insurance industry.…
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What is "bubble wealth," and how does this phenomenon impact both investors and financial advisors? Michael and David wrap up Season 4 with an in-depth look at how bubbles form and how to navigate their potential bursts.Von wealthmanaged
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Ep. 25: Planning and Protecting Your Small Business
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Michael and David join business and legal expert Sophia Duffy once again for a conversation on small businesses, including the risks and rewards to setting one up and how to protect it against trouble both legal and financial.Von wealthmanaged
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Ep. 24: Preparing for Tax and Regulation Shifts in 2022
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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.Von wealthmanaged
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Ep. 23: Reverse Mortgages in Retirement Planning
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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.…
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Ep. 22: RISA Profiles in Retirement Planning
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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.Von wealthmanaged
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Ep. 21: Approaches to Retirement Income Planning
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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.Von wealthmanaged
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Ep. 20: Know Your Options
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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.Von wealthmanaged
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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.Von wealthmanaged
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Ep. 18: 401(k)s Revisited
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Despite the prevalence of 401(k) plans in retirement planning today, the system was never meant to be used by the general public. Michael and David examine the benefits and stresses of 401(k)s for retirement.Von wealthmanaged
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Ep. 17: An Overview of Cryptocurrency
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Is cryptocurrency the real deal in today's modern investment markets? Or is it a risky speculation that will leave your portfolio to crash and burn at the whims of the wealthy? Michael and David take on the subject in this episode.Von wealthmanaged
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Ep. 16: Long-Term Care Insurance and You
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What is long-term care insurance all about, and why is it so attractive to economists and investors from a risk perspective? Michael and David dive into the subject of medical costs and how they might affect you in this episode.Von wealthmanaged
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Ep. 15: The Insecurity of Social Security
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Social Security has become one of the most important pillars of retirement planning for many aging Americans. But how much should they depend on it, given the fund's uncertain future? Michael and David weigh in on where Social Security could be going in the years ahead.Von wealthmanaged
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Ep. 14: Goal-Based Investing in Action
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Michael and David are back for Season 3 and leading off with a discussion of something The American College of Financial Services often emphasizes in its WMCP® programming: goal-based investing. But what does it really mean, and how can it help you and your clients get ahead?Von wealthmanaged
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Ep.13: Offering Some Next-Gen Guidance
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Michael and David take a look at what young people can do to start securing their financial futures, from higher education to proper saving habits. For more topics and discussions for next-gen financial professionals and working with next-gen clients, check out our NextGen in 10 podcast.Von wealthmanaged
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Ep.12: Fee Compensation and Financial Advisors
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Michael and David discuss the potential conflict of interests inherent in fee compensation for financial advisors, as well as what types of compensation might be most sound.Von wealthmanaged
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Ep.11: The GameStop Gambit
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Michael and David take on the news-headlining of the GameStop stock saga and weigh in on what it means for the future of investing.Von wealthmanaged
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Ep.10: Economists vs. Financial Advisors
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Michael and David talk about the differences between economists and financial advisors and why the predictions and advice they offer can oftentimes be wildly different.Von wealthmanaged
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Ep.9: Should Investors Be Bound to Bonds?
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Michael and David talk over the status of bonds as investments in the current market, as well as how to compensate for potentially low yields. Learn more from the article in Advisor Perspectives.Von wealthmanaged
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Ep.8: "Hot Stocks" in Financial Advice
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Michael and David take a look at building a balanced, diversified investment portfolio and whether individual stock trading, especially through third-party apps, can figure into your financial planning.Von wealthmanaged
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Ep.7: Finding the Right Retirement Replacement Rate
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Michael and David are back for Season 2, and their first topic tackles the delicate balance between saving and spending in retirement planning. How effective are replacement rates?Von wealthmanaged
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Ep.6: Should You Trust "Experts"?
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Michael and David debate the merits of listening to television investment "experts" or professionals who try to beat the market.Von wealthmanaged
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Ep.5: Drawing Down Your Assets
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Michael and David discuss the best strategies for drawing down assets during retirement, especially given the COVID-19 crisis.Von wealthmanaged
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Ep.4: Becoming a "Vulcan" Investor
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Michael and David contemplate how to be a "Vulcan" investor and avoid emotional reactions to current market trends.Von wealthmanaged
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Ep.3: Spending in Retirement
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Michael and David consider the wisdom of the "4% rule" and how spending evolves from youth to retirement years.Von wealthmanaged
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Ep.2: Guaranteeing Income for Life
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Michael and David talk about the merits and drawbacks of annuity products and whether they're actually as scary as many say.Von wealthmanaged
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Ep.1: Will Interest Rates Ever Go Up?
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Michael and David discuss ongoing low interest rates and whether the trend will continue to even lower levels.Von wealthmanaged
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