Wealth, Managed with Michael Finke and David Blanchett

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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.

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    • Nov 2, 2022 LATEST EPISODE
    • infrequent NEW EPISODES
    • 17m AVG DURATION
    • 34 EPISODES


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    Latest episodes from Wealth, Managed with Michael Finke and David Blanchett

    Ep. 34: Retirement Planning and the 4% Rule

    Play Episode Listen Later Nov 2, 2022 24:35


    Is conventional thinking on retirement planning hopelessly outdated?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

    Play Episode Listen Later Mar 25, 2022 19:43


    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.

    Ep. 32: Ethical Issues in Financial Services

    Play Episode Listen Later Mar 18, 2022 21:05


    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.

    Ep. 31: Student Loan Dos and Don'ts

    Play Episode Listen Later Mar 11, 2022 30:44


    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.

    Ep. 30: FAFSA and Education Planning

    Play Episode Listen Later Mar 4, 2022 21:25


    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.  

    Ep. 29: Illustrations in Insurance

    Play Episode Listen Later Feb 25, 2022 13:17


    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.

    Ep. 28: Issues with Private Equity

    Play Episode Listen Later Feb 18, 2022 20:05


    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.

    Ep. 27: Insurance Regulation

    Play Episode Listen Later Feb 11, 2022 20:38


    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.

    Ep. 26: Bubble Wealth

    Play Episode Listen Later Oct 29, 2021 19:14


    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.

    Ep. 25: Planning and Protecting Your Small Business

    Play Episode Listen Later Oct 22, 2021 20:36


    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.

    Ep. 24: Preparing for Tax and Regulation Shifts in 2022

    Play Episode Listen Later Oct 15, 2021 18:15


    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

    Play Episode Listen Later Oct 8, 2021 19:37


    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

    Play Episode Listen Later Oct 1, 2021 20:36


    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

    Play Episode Listen Later Sep 24, 2021 21:09


    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

    Play Episode Listen Later Aug 8, 2021 17:03


    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

    Play Episode Listen Later Jul 30, 2021 13:17


    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.

    Ep. 18: 401(k)s Revisited

    Play Episode Listen Later Jul 23, 2021 18:26


    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.

    Ep. 17: An Overview of Cryptocurrency

    Play Episode Listen Later Jul 16, 2021 17:44


    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.

    Ep. 17: Long-Term Care Insurance and You

    Play Episode Listen Later Jul 9, 2021 11:08


    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.

    Ep. 15: The Insecurity of Social Security

    Play Episode Listen Later Jul 2, 2021 19:15


    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.

    Ep. 14: Goal-Based Investing in Action

    Play Episode Listen Later Jun 25, 2021 14:10


    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?

    Ep.13: Offering Some Next-Gen Guidance

    Play Episode Listen Later May 7, 2021 16:03


    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.

    Ep.12: Fee Compensation and Financial Advisors

    Play Episode Listen Later Apr 30, 2021 17:10


    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.

    Ep.11: The GameStop Gambit

    Play Episode Listen Later Apr 23, 2021 15:21


    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.

    Ep.10: Economists vs. Financial Advisors

    Play Episode Listen Later Apr 16, 2021 14:47


    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.

    Ep.9: Should Investors Be Bound to Bonds?

    Play Episode Listen Later Apr 9, 2021 14:50


    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.

    Ep.8: "Hot Stocks" in Financial Advice

    Play Episode Listen Later Apr 2, 2021 16:16


    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.

    Ep.7: Finding the Right Retirement Replacement Rate

    Play Episode Listen Later Mar 26, 2021 14:03


    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?

    Ep.6: Should You Trust "Experts"?

    Play Episode Listen Later Nov 6, 2020 14:32


    Michael and David debate the merits of listening to television investment "experts" or professionals who try to beat the market.

    Ep.5: Drawing Down Your Assets

    Play Episode Listen Later Nov 6, 2020 10:43


    Michael and David discuss the best strategies for drawing down assets during retirement, especially given the COVID-19 crisis.

    Ep.4: Becoming a "Vulcan" Investor

    Play Episode Listen Later Nov 6, 2020 11:53


    Michael and David contemplate how to be a "Vulcan" investor and avoid emotional reactions to current market trends.

    Ep.3: Spending in Retirement

    Play Episode Listen Later Nov 6, 2020 19:08


    Michael and David consider the wisdom of the "4% rule" and how spending evolves from youth to retirement years.

    Ep.2: Guaranteeing Income for Life

    Play Episode Listen Later Nov 6, 2020 24:37


    Michael and David talk about the merits and drawbacks of annuity products and whether they're actually as scary as many say.

    Ep.1: Will Interest Rates Ever Go Up?

    Play Episode Listen Later Nov 6, 2020 19:41


    Michael and David discuss ongoing low interest rates and whether the trend will continue to even lower levels.

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