That Annuity Show

169 - Should Interest Rate Changes Rewrite Retirement Product Recommendations with Dave Blanchett and Michael Finke


Listen Later

For those of us in the business, it feels like interest rates have been rising every two weeks. Fixed rates and guaranteed income have gone up. However, other competing fixed income options have risen as well. How does this new environment reshape how we evaluate recommendations for our clients? We explore this topic and more with Michael Finke, Professor at The American College and David Blanchett, Head of Retirement Research at PGIM. 

Links mentioned:

https://www.linkedin.com/in/david-blanchett-b0b0aa2/

https://www.linkedin.com/in/michael-finke-8134808/

https://podcasts.apple.com/us/podcast/wealth-managed-with-michael-finke-and-david-blanchett/id1533084522

...more
View all episodesView all episodes
Download on the App Store

That Annuity ShowBy Nassau Financial Group

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

22 ratings


More shows like That Annuity Show

View all
Investing Insights by Morningstar

Investing Insights

516 Listeners

Masters in Business by Bloomberg

Masters in Business

2,169 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

800 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

744 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

535 Listeners

Behind the Markets Podcast by Behind the Markets

Behind the Markets Podcast

102 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

793 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,112 Listeners

The Long View by Morningstar

The Long View

901 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,289 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,473 Listeners

All-In with Chamath, Jason, Sacks  Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks Friedberg

9,830 Listeners

"Fun With Annuities" The Annuity Man Podcast by The Annuity Man

"Fun With Annuities" The Annuity Man Podcast

55 Listeners

Annuity Straight Talk by Bryan Anderson

Annuity Straight Talk

13 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

171 Listeners