Michael Finke - The Role of Behavioral Science in Shaping Your Retirement Future

from Standard Deviations with Dr. Daniel Crosby · host Michael Finke, Dr. Daniel Crosby

Tune in to hear: From Michael’s vantage point, what did he observe during this recent market downturn? How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events? How can we better inoculate people against volatility before it happens? During a significant financial downturn is it more effective for advisors to be proactively counseling their clients or should they wait for their clients to make the first move? Why is mean reversion such a powerful force, particularly in US markets in recent years? What has Michael’s research taught him about tracking and how has it refined the more popular, simplistic conception of tracking? Links Michael Finke on LinkedIn The American College of Financial Services Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion The Advisor Academy is Orion’s free, continuing education platform for advisors where you can get CE credits on the go. To sign up for the platform, click here. Compliance Code: 2332-OAT-9/11/2024

Episode metadata supplied by the publisher feed · Published Oct 10, 2024

Embed this episode

Attribution link and audio player

What this episode covers

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Finke. Michael Finke, PhD, CFP® is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College and is a research fellow at the Retirement Income Institute, and a member of the Defined Contribution Institutional Investment Association Academic Advisory Council. He also serves on the board of the Puerto Rico Pension Reserve Trust. He is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction and cognitive aging. He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.

Distinct summary based on available episode metadata or transcript content.

Ready to play

Michael Finke - The Role of Behavioral Science in Shaping Your Retirement Future

0:00 32:01

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world?

Frequently Asked Questions

How long is this episode of Standard Deviations with Dr. Daniel Crosby?

This episode is 32 minutes long.

When was this Standard Deviations with Dr. Daniel Crosby episode published?

This episode was published on October 10, 2024.

Can I download this Standard Deviations with Dr. Daniel Crosby episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!