Tune in to hear:<ul><li>From Michael’s vantage point, what did he observe during this recent market downturn?</li><li>How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events?</li><li>How can we better inoculate people against volatility before it happens?</li><li>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?</li><li>Why is mean reversion such a powerful force, particularly in US markets in recent years?</li><li>What has Michael’s research taught him about tracking and how has it refined the more popular, simplistic conception of tracking?</li></ul>Links<ul><li><a href="https://www.linkedin.com/in/michael-finke-8134808/">Michael Finke on LinkedIn</a></li><li><a href="https://www.theamericancollege.edu/">The American College of Financial Services</a></li></ul>Connect with Us<ul><li><a href="https://orion.com/thought-leader/daniel-crosby">Meet Dr. Daniel Crosby</a></li><li><a href="https://orion.com/resources-search?resource_type=podcasts">Check Out All of Orion’s Podcasts</a></li><li><a href="https://orion.com/">Power Your Growth with Orion</a></li></ul>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 <a href="https://orionadvisoracademy.myabsorb.com?KeyName=Podcasts">here</a>.Compliance Code: 2332-OAT-9/11/2024

<description>&lt;p&gt;Tune in to hear:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;From Michael’s vantage point, what did he observe during this recent market downturn?&lt;/li&gt;&lt;li&gt;How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events?&lt;/li&gt;&lt;li&gt;How can we better inoculate people against volatility before it happens?&lt;/li&gt;&lt;li&gt;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?&lt;/li&gt;&lt;li&gt;Why is mean reversion such a powerful force, particularly in US markets in recent years?&lt;/li&gt;&lt;li&gt;What has Michael’s research taught him about tracking and how has it refined the more popular, simplistic conception of tracking?&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Links&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;a href="https://www.linkedin.com/in/michael-finke-8134808/"&gt;Michael Finke on LinkedIn&lt;/a&gt;&lt;/li&gt;&lt;li&gt;&lt;a href="https://www.theamericancollege.edu/"&gt;The American College of Financial Services&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Connect with Us&lt;/p&gt;&lt;ul&gt;&lt;li&gt;&lt;a href="https://orion.com/thought-leader/daniel-crosby"&gt;Meet Dr. Daniel Crosby&lt;/a&gt;&lt;/li&gt;&lt;li&gt;&lt;a href="https://orion.com/resources-search?resource_type=podcasts"&gt;Check Out All of Orion’s Podcasts&lt;/a&gt;&lt;/li&gt;&lt;li&gt;&lt;a href="https://orion.com/"&gt;Power Your Growth with Orion&lt;/a&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;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 &lt;a href="https://orionadvisoracademy.myabsorb.com?KeyName=Podcasts"&gt;here&lt;/a&gt;.&lt;/p&gt;&lt;p&gt;Compliance Code: 2332-OAT-9/11/2024&lt;/p&gt;
</description>

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.

Standard Deviations with Dr. Daniel Crosby

Michael Finke - The Behavioral Science Behind Your Retirement

Michael Finke - The Behavioral Science Behind Your Retirement

Description