Michael Fink عمومی
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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 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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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.توسط wealthmanaged
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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.توسط wealthmanaged
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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.توسط wealthmanaged
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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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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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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.توسط wealthmanaged
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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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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.توسط wealthmanaged
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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.توسط 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.توسط wealthmanaged
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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.توسط wealthmanaged
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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?توسط wealthmanaged
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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.توسط wealthmanaged
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