พอดคาสท์ Michael Fink ชั้นนำ (2024)

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Ep. 42: Investing in Your Health 15:05

6M ago15:05

15:05

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.โดย wealthmanaged

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Ep. 41: Longevity Risk in Retirement 15:36

6M ago15:36

15:36

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.โดย wealthmanaged

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Ep. 40: Staying Ahead of the Curve on Bonds 10:36

6M ago10:36

10:36

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.โดย wealthmanaged

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Ep. 39: The Truth About ESG 17:11

1+ y ago17:11

17:11

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.โดย wealthmanaged

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Ep. 38: Revisiting the Cryptoasset Conundrum 16:40

1+ y ago16:40

16:40

Has the cryptoasset bubble truly burst? Michael and David revisit their discussion on crypto six months on and see what the data shows.โดย wealthmanaged

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Ep. 37: Annuities in Retirement Planning 20:53

1+ y ago20:53

20:53

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.โดย wealthmanaged

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Ep. 36: Serving Clients’ Best Interests 15:39

1+ y ago15:39

15:39

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.โดย wealthmanaged

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Ep: 35: Solving for Inflation 18:24

1+ y ago18:24

18:24

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.โดย wealthmanaged

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Ep. 34: Retirement Planning and the 4% Rule 24:35

1+ y ago24:35

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.โดย wealthmanaged

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Ep. 33: Trust in Financial Services 19:43

2y ago19:43

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.โดย wealthmanaged

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Ep. 32: Ethical Issues in Financial Services 21:05

2y ago21:05

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.โดย wealthmanaged

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Ep. 31: Student Loan Dos and Don’ts 30:44

2y ago30:44

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.โดย wealthmanaged

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Ep. 30: FAFSA and Education Planning 21:25

2y ago21:25

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.โดย wealthmanaged

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Ep. 29: Illustrations in Insurance 13:17

2y ago13:17

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.โดย wealthmanaged

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Ep. 28: Issues with Private Equity 20:05

2y ago20:05

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.…

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Ep. 27: Insurance Regulation 20:38

2y ago20:38

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.…

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Ep. 26: Bubble Wealth 19:14

2+ y ago19:14

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.โดย wealthmanaged

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Ep. 25: Planning and Protecting Your Small Business 20:36

2+ y ago20:36

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.โดย wealthmanaged

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Ep. 24: Preparing for Tax and Regulation Shifts in 2022 18:15

2+ y ago18:15

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.โดย wealthmanaged

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Ep. 23: Reverse Mortgages in Retirement Planning 19:37

2+ y ago19:37

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.…

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Ep. 22: RISA Profiles in Retirement Planning 20:36

2+ y ago20:36

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.โดย wealthmanaged

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Ep. 21: Approaches to Retirement Income Planning 21:09

2+ y ago21:09

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.โดย wealthmanaged

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Ep. 20: Know Your Options 17:03

2+ y ago17:03

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.โดย wealthmanaged

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Ep. 19: Robo-Advisors 13:17

2+ y ago13:17

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.โดย wealthmanaged

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Ep. 18: 401(k)s Revisited 18:26

3y ago18:26

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.โดย wealthmanaged

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Ep. 17: An Overview of Cryptocurrency 17:44

3y ago17:44

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.โดย wealthmanaged

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Ep. 16: Long-Term Care Insurance and You 11:08

3y ago11:08

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.โดย wealthmanaged

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Ep. 15: The Insecurity of Social Security 19:15

3y ago19:15

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.โดย wealthmanaged

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Ep. 14: Goal-Based Investing in Action 14:10

3y ago14:10

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?โดย wealthmanaged

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Ep.13: Offering Some Next-Gen Guidance 16:03

3y ago16:03

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.โดย wealthmanaged

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Ep.12: Fee Compensation and Financial Advisors 17:10

3y ago17:10

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.โดย wealthmanaged

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Ep.11: The GameStop Gambit 15:21

3y ago15:21

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.โดย wealthmanaged

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Ep.10: Economists vs. Financial Advisors 14:47

3y ago14:47

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.โดย wealthmanaged

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Ep.9: Should Investors Be Bound to Bonds? 14:50

3y ago14:50

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.โดย wealthmanaged

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Ep.8: "Hot Stocks" in Financial Advice 16:16

3y ago16:16

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.โดย wealthmanaged

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Ep.7: Finding the Right Retirement Replacement Rate 14:03

3y ago14:03

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?โดย wealthmanaged