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.
Otros episodios de "Wealth, Managed with Michael Finke and David Blanchett"
Ep. 26: Bubble Wealth
19:14What 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
20:36Michael 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
18:15Michael 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
19:37Reverse 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
20:36Michael 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
21:09Michael 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
17:03Options 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
13:17Robo-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
18:26Despite 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
17:44Is 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.