Michael Finke
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
Michael Finke, Ph.D. 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, a member of the Defined Contribution Institutional Investment Association Academic Advisory Council, and serves as a Trustee on the Pension Reserve Trust of Puerto Rico. He is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction, and cognitive aging and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.
Appearances
Identification22DateJanuary 21, 2014Old age brings predictable mental and physical changes that affect retirement planning. This presentation reviews studies physiological aging that have cognitive and physical consequences to better understand life in retirement…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
Identification22DateJanuary 21, 2014Old age brings predictable mental and physical changes that affect retirement planning. This presentation reviews studies physiological aging that have cognitive and physical consequences to better understand life in retirement…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
Identification38DateJanuary 20, 2015From a more dynamic spending approach, to criticism of the 4% rule, to the ongoing evolution of annuity products, research into retirement income strategies continues to evolve…Speakers
Editor, Inside InformationMichael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewWade D. Pfau, PhD, CFAProfessor of Practice, The American CollegeProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesHead of Retirement Research, PGIM$49Standard Price
Identification204DateJanuary 20, 2015Retirement planning isn't just building a big enough nest egg - it involves thinking about when we retire, what we do in retirement, where we live, how often we interact with others, and how we negotiate the best retirement strategy for a couple…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
Identification38DateJanuary 20, 2015From a more dynamic spending approach, to criticism of the 4% rule, to the ongoing evolution of annuity products, research into retirement income strategies continues to evolve…Speakers
Editor, Inside InformationMichael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewWade D. Pfau, PhD, CFAProfessor of Practice, The American CollegeProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesHead of Retirement Research, PGIM
Identification204DateJanuary 20, 2015Retirement planning isn't just building a big enough nest egg - it involves thinking about when we retire, what we do in retirement, where we live, how often we interact with others, and how we negotiate the best retirement strategy for a couple…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
Identification31DateJanuary 19, 2016This session provides a review of spending in retirement, including health spending risk, and discusses strategies to deal with the risk of outliving assets…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services- Identification31DateJanuary 19, 2016This session provides a review of spending in retirement, including health spending risk, and discusses strategies to deal with the risk of outliving assets…
Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services 
Identification31DateJanuary 19, 2016This session provides a review of spending in retirement, including health spending risk, and discusses strategies to deal with the risk of outliving assets…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
Identification31DateJanuary 19, 2016This session provides a review of spending in retirement, including health spending risk, and discusses strategies to deal with the risk of outliving assets…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
IdentificationPFP1733DateJune 13, 2017VISIT THE LINKS BELOW FOR ADDITIONAL INFORMATION:Speakers
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewWade D. Pfau, PhD, CFAProfessor of Practice, The American CollegeProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesHead of Retirement Research, PGIMFounder and President, L. K. Benson & Company
IdentificationPFP1743DateJune 14, 2017Many planning assumptions are built on historical asset returns that may not persist in the 21st century. Planners need to be aware of the sensitivity of common practice assumptions to asset return expectations…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
IdentificationPFP1914DateJune 10, 2019Lifetime income streams such as Social Security, pensions, and private annuities provide a base of safe spending that affects the consequences of taking risk in an investment portfolio…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
IdentificationPFP1926DateJune 11, 2019This session will feature three retirement spending topics. Panelists will kick-off the discussion with retirement income strategies and sustainable spending research and any updated methodologies and research in this area…Speakers
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewEditor, Inside InformationWade D. Pfau, PhD, CFAProfessor of Practice, The American CollegeProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
IdentificationPFP2009DateJuly 20, 2020Back by popular demand! The leading researchers in the PFP space offer their best insights and results of their research—and practical ideas for how to best lead your clients into and through a financially comfortable retirement…Moderator
Editor, Inside InformationSpeakers
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesHead of Retirement Research, PGIM
IdentificationPFP2103DateJuly 26, 2021Insurance products such as life insurance and annuities can provide tax advantaged investment returns…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
IdentificationPFP2214DateJune 7, 2022The traditional 4% rule assumes that retirees can withdraw a fixed amount from a volatile investment portfolio. In a world of increasing longevity and lower expected asset returns, this approach to funding retirement income is neither safe nor optimal…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
IdentificationPFP2217DateJune 7, 2022Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life…Speakers
Editor, Inside InformationLead Financial Planning Nerd, Kitces.comHead of Retirement Research, PGIMProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
IdentificationPFP2305DateJune 5, 2023Social Security provides a unique form of inflation-adjusted income that protects against purchasing power and longevity risk. A retiree can buy more Social Security income by choosing to delay claiming until age 70. This requires spending down financial assets to bridge the delay period…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
IdentificationPFP2316DateJune 6, 2023Advisors can add reliable value to investors through the strategic selection of investment accounts and financial products that provide tax-advantaged growth. This presentation provides a framework for estimating the benefit of sheltering through a net return methodology…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
IdentificationPFP2321DateJune 6, 2023Retirement planning is more than just building a nest egg. This presentation introduces the three pillars of life satisfaction in retirement – relationships, health and money…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
IdentificationPFP2419DateJune 5, 2024Creating income from investments that vary over time with an unknown lifespan means that retirees must be flexible about spending. This presentation provides a new way to visualize how choices about investment risk, spending flexibility, and annuitization impact a retiree's income over time…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services$49Standard Price
IdentificationPFP2427DateJune 5, 2024When it comes to insurance strategies, there are layers of opportunity to improve your client’s lives. The integration of various insurance strategies into a financial plan are key to determining outcomes that achieve the client’s goals…Speakers
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesPrincipal, Toland ConsultingTheodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupModerator
Wealth Management Advisor, Northwestern Mutual$49Standard Price
IdentificationPFP2438DateJune 6, 2024Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life…Speakers
Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHChief Financial Planning Nerd, Nerd's Eye ViewProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesHead of Retirement Research, PGIMModerator
Managing Member, Sprinkle & Associates LLC
IdentificationPFP2434DateJune 6, 2024Editor's Choice is the presentation of a feature article that showcases the cutting-edge research and insights of a leading scholar in the field of financial planning…Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesModerator
Stephen M. Horan, Ph.D., CFA, CIPM, CAIAExecutive Director, Financial Planning Review$49Standard Price- IdentificationPFP2515DateJune 11, 2025Optimists are healthier, live longer, and have more meaningful relationships, but do optimists save and invest differently than pessimists? Results from a new survey reveal a surprisingly strong relationship between optimism and a range of investment behaviors, suggesting that a positive mindset ma…
Speaker
Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services - IdentificationPFP2525DateJune 12, 2025
Speakers
Head of Retirement Research, PGIMProfessor, Frank M. Engle Chair of Economic Security Research, The American College of Financial ServicesFounder and President, L. K. Benson & Company
