Wealth, Managed with Michael Finke and David Blanchett

Is conventional thinking on retirement planning hopelessly outdated?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.

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.

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.

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.

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.  

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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?

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.

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.

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.

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.

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.

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.

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?

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

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

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

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

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

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