# Michael Finke

Principais episódios de podcast
Atualizada:

Annuity Insights: Women and Wealth — Risk, Income, and Household Structure: How Advisors Can Tailor Plans Across Women’s Lives

Produced by The American College of Financial Services, in partnership with New York Life Annuities.   Women’s retirement risk tolerance is shaped by more than portfolio preferences. Household structure, income needs, longevity risk, and relationship dynamics can all affect how clients think about…

Annuity Insights: Women and Wealth — Solo Retirees: Designing Durable Long-Term Plans

Produced by The American College of Financial Services, in partnership with New York Life Annuities.  Solo retiree planning requires more than a standard retirement income plan. For women who are divorced, widowed, single by choice, or planning for the possibility of being uncoupled later in life,…

Ep 532: The Truth About Annuities: Busting Myths and Answering Your Biggest Questions

Annuities might be one of the most misunderstood financial products out there – and they come with plenty of opinions…as well as questions. Are the fees really that high? Do advisors just push them for the commission? Could an annuity actually be the missing piece of your retirement plan?  On this…

Annuity Insights: Women and Wealth — Golden Living: How Advisors Proactively Plan for Health and Care Risk Without Derailing the Financial Plan

Produced by The American College of Financial Services, in partnership with New York Life Annuities.   Long-term care planning is a critical part of retirement resilience planning, especially for women who are more likely to serve as caregivers and may also face longer care needs later in life. He…

American College of Financial Services (Horizons Conference): Part 4

Social Security headlines push a lot of smart people into costly snap decisions, and the most common one is racing to claim at 62 out of fear. We sit down at the American College Horizons Conference with Dr. Jason Fichtner, former deputy commissioner at the Social Security Administration and a lead…

News-Gazette Radio 6-23-26

Special guest co-host Marcus Jackson welcomed in longtime friends/sources/dance partners Paul Klee, Michael Finke, Joe Stovall and Banafsheh Amiri during Tuesday's edition of News-Gazette Radio powered by GTPS Insurance.

Annuity Insights: Women and Wealth — From Insight to Action: How Advisors Turn Women and Wealth Conversations into Results

Produced by The American College of Financial Services, in partnership with New York Life Annuities.   This season of Annuity Insights: Women and Wealth has given financial advisors a research-backed look at the retirement income planning challenges that shape women’s financial lives. In this seas…

Episode 174: Whole Life Mastermind: Educating Advisors for a Better Financial Future

Tom Wall has spent the entirety of his 21-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office r…

61% of Americans Fear Outliving Their Money: Here's the Fix | Jean Chatzky | 237

What if the biggest retirement risk isn't running out of money, but being too afraid to spend the money you worked decades to build? Personal finance icon Jean Chatzky joins Bill and Jackie to tackle the psychology and math behind turning a lifetime of savings into a Forever Paycheck. Jean shares h…

Ep. 47: The Creation, Popularization, and Evolution of the 401(k)

Michael Finke, PhD, CFP®, Vanguard’s Fu Tan, PhD, and Ted Benna, father of the 401(k), hold an informative and insightful discussion on the creation and modern applications of the 401(k), how 401(k)s are used in the modern day, and an exploration of alternative methods of retirement planning. Find…