Wealth, Managed with Michael Finke and David Blanchett

42 Episodes

1. Ep. 42: Investing in Your Health

   Published: 10/18/2023
2. Ep. 41: Longevity Risk in Retirement

   Published: 10/18/2023
3. Ep. 40: Staying Ahead of the Curve on Bonds

   Published: 10/18/2023
4. Ep. 39: The Truth About ESG

   Published: 12/7/2022
5. Ep. 38: Revisiting the Cryptoasset Conundrum

   Published: 11/30/2022
6. Ep. 37: Annuities in Retirement Planning

   Published: 11/18/2022
7. Ep. 36: Serving Clients’ Best Interests

   Published: 11/16/2022
8. Ep: 35: Solving for Inflation

   Published: 11/9/2022
9. Ep. 34: Retirement Planning and the 4% Rule

   Published: 11/2/2022
10. Ep. 33: Trust in Financial Services

    Published: 3/25/2022
11. Ep. 32: Ethical Issues in Financial Services

    Published: 3/18/2022
12. Ep. 31: Student Loan Dos and Don’ts

    Published: 3/11/2022
13. Ep. 30: FAFSA and Education Planning

    Published: 3/4/2022
14. Ep. 29: Illustrations in Insurance

    Published: 2/25/2022
15. Ep. 28: Issues with Private Equity

    Published: 2/18/2022
16. Ep. 27: Insurance Regulation

    Published: 2/11/2022
17. Ep. 26: Bubble Wealth

    Published: 10/29/2021
18. Ep. 25: Planning and Protecting Your Small Business

    Published: 10/22/2021
19. Ep. 24: Preparing for Tax and Regulation Shifts in 2022

    Published: 10/15/2021
20. Ep. 23: Reverse Mortgages in Retirement Planning

    Published: 10/8/2021