Ep. 36: Serving Clients’ Best Interests

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.

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.

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.

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.

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

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.

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.

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.

Is conventional thinking on retirement planning hopelessly outdated?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.