Investments/retirement professor and Frank M. Engle Chair of Economic Security at The American College. Researcher and speaker on the science of living well in retirement.
Dr. Michael Finke is one of the most trusted voices in retirement income planning and financial decision-making. A Ph.D. economist and CFP® professional, Dr. Finke blends academic rigor with clear, engaging storytelling that connects with financial professionals, clients, and leadership teams alike.
What Makes Michael Finke Different?
- Insightful: As a leading researcher on retirement income, investor behavior, and financial planning, he delivers cutting-edge insights backed by data—without the jargon.
- Relevant: His presentations focus on the real-world decisions clients face today, especially as they navigate longevity, spending in retirement, and shifting risk tolerances.
- Engaging: Michael is known for making economics, psychology, and research approachable—and even entertaining.
- Trusted: A go-to expert for firms across the industry, he helps advisors deliver more value by translating complexity into clarity.
Ideal For:
-
Financial advisor conferences
-
Advanced planning workshops
-
Client appreciation events
-
Leadership and strategy retreats
Whether your audience is made up of financial professionals or high-net-worth clients, Dr. Michael Finke delivers content that educates, motivates, and elevates performance.
- The New Retirement Reality
- Optimal Spending in Retirement
- Longevity Risk & Lifetime Income Security
- Human-Centered Retirement Planning
“If you’re serious about creating and implementing sound and prudent retirement income plans for your clients there is no better person than Michael Finke to help you learn what it takes to create those plans, plans that will provide your clients income for life, and plans that will address the risks your clients will face in retirement, including longevity and cognitive decline.”
Robert Powell, CFP® Columnist, Retirement at MarketWatch
“Dr. Michael Finke has been a guest speaker to our clients and advisors on health and happiness in retirement and creating a plan for aging. He is invited back year after year because he consistently provides an engaging and informative value to our clients and our advisors.”
Carolyn Gust, Chief Marketing Officer
“Dr. Michael Finke’s cutting-edge research is extremely timely as we see the first generation of retirees retiring largely without pension plans. The challenges and risks associated with retiring in this day and age makes his research invaluable.”
Scott Sparks Founder & CEO, Sparks Financial
What financial clients have to say…
- “Presentation was engaging, funny, and filled with interesting research!”
- “First rate. He knows a tremendous amount about his topic — not based on anecdotal experience like the rest of us — but based on academic research. Very impressive.”
- “Michael was engaging, professional and passionate about satisfaction in retirement. Time well spent for me. Thank you.”
- “Most relevant retirement perspective – very real and useful”
- “Dr. Finke’s presentation was outstanding with useful data.”
Finke has published more than 50 peer-reviewed articles and is widely quoted in many of the nation’s leading consumer publications, including The Wall Street Journal, The New York Times, Time, and Money Magazine. Finke also writes the monthly Finke on Finance feature column for Research Magazine, in which he applies research to help professionals understand timely industry topics. He also worked on white paper research projects for companies that include MetLife, Northwestern Mutual, OneAmerica, the Society of Actuaries and TIAA. Finke served as president of the American Council on Consumer Interests, is currently a contributing editor to Research Magazine, and is the former editor of the Journal of Personal Finance.
Travels From: New Mexico
City:
$5,001 to $10,000
