Wealth Management | Podcasts
Approaches to Retirement Income Planning
Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® welcome a special guest to the Wealth, Managed Podcast: retirement planning expert Wade Pfau, PhD, CFA, RICP®! 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. Wade is a Professor of Practice at The American College of Financial Services teaching in the Retirement Income Certified Professional® (RICP®) Program.
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September 24, 2021
September 24, 2021
