Saturday, March 17, 2018
As the market continues on the path to recovery, Bob and Andy revisit Bill Miller's call for a "melt up" in stocks. Also, the guys tackle a number of calls and emails about target-date funds and Andy breaks down a recent controversial news story about these funds that are common in 401ks and other retirement plans. Plus, an insurance salesperson emails the show to confront Andy about his anti-annuity stance!
Saturday, March 03, 2018
In a society that tends to focus on the negative, Andy continues to carry the torch and point out positive trends, especially when it comes to technology and medical advances. This week, the guys blast off and look into the amazing advances in the new space race and other breakthrough technologies that are leading the way. Also, former Olympic athlete and author Alex Allred joins the show to talk about caring for aging parents.
Saturday, February 10, 2018
Financial markets from stocks, to bonds and interest rates, to currencies are all seeing an increase in volatility over the last couple of weeks. Sometimes, in order to see where we are, we need to step back and look at where we came from. Bob and Andy offer some much-needed perspective for the recent market swings, along with practical steps and guidance for listeners after the wild ride this week.
Saturday, February 03, 2018
A controversial statement from Ray Dalio, founder of the world's largest hedge fund, might have some investors re-thinking cash holdings, but Andy reiterates why financial planning requires long-term thinking and is much more personal than a trendy soundbite. Also, listen and learn from conversations with two special guests: Trend Macrolytics Chief Investment Officer, Don Luskin, gives his view on the tax cuts and the economy, while Washington insider JT Taylor returns to chat about the current kerfuffle on Capitol Hill.
Saturday, January 27, 2018
Some investors may worry the market is "too high," others might let political views prevent executing an investment strategy, but Andy sees a lot of folks are finally looking to invest, citing the huge sums of money flowing into funds. He repeats how valuable it is to have a financial plan and fiduciary advisor by your side, along with a way to get started if you don't know how. Plus, the Wall Street Journal recently blasted advisers and brokers for allegedly pushing high-priced products. You might be shocked by which brokers the Journal named in this story.
Saturday, December 16, 2017
It's the time of year when investors look forward to the promise of a new year, and look back at the returns of the past year. Bob and Andy take a listen to what some pundits in the financial media were predicting throughout 2017, and it turns out that fake news applies to more than just politics! But with all the reckless statements made by the media, what is an everyday investor supposed to do? Plus, Andy shares ways to avoid all-too-common holiday charity scams.
Saturday, December 09, 2017
As Bob says, it's been a very "interesting" year, but through it all, the stock market continues to perform. Yet, too many Americans are missing out on the record rally in stocks because they can't tune out the noise coming from news and politics. Andy repeats that it's never too late to get in the market and emphasizes the importance of looking forward, not back. Also, author and financial expert Deacon Hayes sits down to explain how you CAN retire early!
Saturday, November 25, 2017
As you are hopefully enjoying some days off full of food, football, and family time, enjoy a few fall highlights from Investing Sense, including real estate expert Greg Cooperâ€™s in-studio interview and Diane Danielsâ€™ tips on how to cut healthcare costs. Plus, re-visit what Tom Petty has to do with your estate plan!
Sunday, November 19, 2017
If tax reform passes, should investors buy or sell? What if tax reform fails? Andy and Bob break down the answers to these critical questions going into yearâ€™s end. Plus, author Emily Guy Birken stops by to share advice on how to finally put an end to financial stress - with a story about Zombies? Also, get the scoop on new 401(k) contribution limits and Social Security benefit changes for 2018!
Sunday, November 12, 2017
Thereâ€™s so much going on right now in financial news, from tax reform, to changes at the Federal Reserve, and fluctuations in interest rates. Andy cuts through all the noise coming out of Washington and boils it down to the financial planning aspects investors should focus on right now. Also, Bob asks a literal â€œmillion-dollarâ€ question: How long would $1 million last in retirement?
Saturday, November 04, 2017
00:00/41:05 The stock market is at a crossroad between Wall Street and K Street as tax reform winds its way through Washington D.C. Resident D.C. insider JT Taylor breaks it down and hear Treasury Secretary Steve Mnunchinâ€™s warning if tax reform fails. Long-time friend of the show, Diane Daniels, drops by to share tips on how to cut healthcare costs. Plus, a listener asks Andy: What should I do when my advisor wonâ€™t call me back?
Saturday, October 21, 2017
All year long Bob and Andy have been talking about the promise of technology and how itâ€™s improving our lives, including the optimistic future of investing in that technology. Bitcoin and other cryptocurrencies are no exception, as they, along with the stock market, continue making all-time highs. How can investors take advantage of this asset class? Also, real estate expert Greg Cooper is in studio to give advice and share stories about real estate investing.
Saturday, October 14, 2017
Whatâ€™s behind the most recent move to all-time highs in the stock market? One important factor is the growth of corporate earnings, particularly in the dynamic technology sector. Also, author Mike Haubrich joins the show to talk about the concept of career asset management, how to measure your value as an employee, and how to get a raise!
Saturday, October 07, 2017
While the Amazon empire of robotic efficiency and delivery drones seems like itâ€™s taking over the world, Best Buy has made a bounce back by re-introducing the human element to the retail experience. This human element is a big part of the potential value provided by financial advisors. Also, Financial Engines advisor Gary Murphy joins the show to talk about small, simple steps investors can take to help grow retirement savings regardless of income level.
Sunday, October 01, 2017
Warren Buffett recently made a prediction that the Dow will reach 1,000,000 within 100 years. This has ruffled some feathers, but Andy wishes more individual investors would think like this, focusing not on where the market has been, but rather where the market is going. Also, with Medicare open enrollment right around the corner, the guys talk with Medicare expert Diane Daniels and explore many facets to saving for healthcare costs in retirement.
Sunday, September 24, 2017
Bob and Andy continue on the topic of protecting yourself and your loved ones against financial scams. This week, FBI victim specialist and fraud expert Debbie Deem joins the show to talk about financial crimes, especially those committed against the elderly. Learn the red flags to look for so you can protect yourself and your loved ones. Also, Andy weighs in on the recent news about potential scams surrounding cryptocurrencies.
Sunday, September 17, 2017
Even though there is a lot of good news in the market this week, our attention stays focused on the areas hit by the devastating hurricanes. Unfortunately, in the wake of any natural disaster, the inevitable scams are popping up. John Bunch, president of Financial Engines Advisors, joins the show with advice on how to protect yourself and your loved ones.
Sunday, September 10, 2017
Itâ€™s no secret that retirement is expensive, and there are so many variables: inflation, health care costs, pension dilemmasâ€¦ Is there a magic number for a successful retirement? Instead of a nice round number to aim for, Andy explains a better way to think about it: the income gap. Plus, Financial Engines advisor Jeff Klever joins the show to share a real client story.
Saturday, September 02, 2017
Many Americans are missing out on free money from their work's retirement program.
Sunday, August 27, 2017
Bob and Andy discuss how incredibly complex and extremely costly Social Security can be if you make a mistake with your claiming strategy. However, if done correctly, and with the right guidance, the benefits can be life-changing. Also, Stuart Woodbury, president of TMFS Insurance Agency, weighs in on terrible insurance products and annuities.