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Investing Sense

Every Saturday, Investing Sense hosts Andy Smith and Bob Richards each bring a different perspective as they talk about the financial and retirement topics that are on your mind - whether it's your 401(k), managing investments and taxes for your IRA, dealing with market ups and downs or bouncing back from life's curveballs. Joining Andy and Bob each week are our industry experts and influencers who help break down what you need to know when it comes to your 401(k), the markets and economy, retirement income sources and avoid financial advice that's not in your best interest.

Saturday, December 16, 2017

Do you hear what I hear? Predictions and prognostications from pundits

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

Baby, it's cold outside... but the stock market remains hot!

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

Family, football, and financial food for thought: Happy Thanksgiving from Investing Sense!

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 Cooper’s in-studio interview and Diane Daniels’ tips on how to cut healthcare costs. Plus, re-visit what Tom Petty has to do with your estate plan!

Sunday, November 19, 2017

How much higher can the stock market go?

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 year’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

Mr. Smith goes to Washington: The rundown on tax reform

There’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 “million-dollar” question: How long would $1 million last in retirement?

Saturday, November 04, 2017

Stocks at a crossroad: Will tax reform sink the market?

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 Mnunchin’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 won’t call me back?

Saturday, October 21, 2017

The buzz about bitcoin: Investing in cryptocurrencies

All year long Bob and Andy have been talking about the promise of technology and how it’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

Rise of the machines: The influence of tech on stock market highs

What’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

The humans strike back: Maybe robots aren’t taking over the world?

While the Amazon empire of robotic efficiency and delivery drones seems like it’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

Back to the future: What will the Dow look like in 100 years?

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

Protect yourself, part two: Preventing financial fraud

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

Protect yourself: Avoiding financial scams in the aftermath of disaster

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

More than magic numbers: real-world retirement costs

It’s no secret that retirement is expensive, and there are so many variables: inflation, health care costs, pension dilemmas… 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

Take the Free Money first!

Many Americans are missing out on free money from their work's retirement program.

Sunday, August 27, 2017

Money Back In Your Pocket: Social Security Benefits

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.

Saturday, August 19, 2017

Hooked on Savings: 5 Habits of The Best Retirement Savers

Spending too much money can be way too easy and sometimes turns into a hard habit to break. The guys take a look at a new study that features the opposite: the lifestyle habits of super retirement savers. How can we get hooked on these good habits? Also, author Richard Watts joins the show to talk about his new book, “Entitlemania: How Not to Spoil Your Kids, and What to Do If You Have.”

Saturday, August 12, 2017

What Goes Up Must Come Down? Not So Fast!

As temperatures start to get a bit lower, the stock market keeps on rolling higher with the Dow Jones hitting another milestone last week: a record high 22,000 before worries over North Korea caused a small pullback. Bob questions Andy about the factors contributing to the record-setting numbers and what the future holds. Also, what do zombies have to do with your finances? Special guest Emily Guy Birkin joins the show to talk about her latest book about financial stress.

Sunday, August 06, 2017

Can't Buy Me Love... So Buy Some Happiness!

Love may be priceless, but can you actually BUY happiness? Researchers have found that time-saving purchases can lead to less stress, more positive feelings and greater life satisfaction. This could also be an overlooked benefit of working with a financial advisor. Also, why are so many people asking Andy about indexed annuities?!

Saturday, July 29, 2017

Why Do We Do This? A Real-Life Client Story

More than just going through facts and figures, a financial advisor also helps clients realize their hopes and dreams for future generations. Cleveland area advisor Dominic Anzevino joins the show to tell a story that exemplifies this goal. Plus, a 500-year-old guide to becoming a billionaire!

Saturday, July 22, 2017

Coin Flip: Making Heads or Tails of Bitcoin

Bitcoin is growing all the more popular these days, including a photo bomb during Janet Yellen’s appearance before congress last week! The guys take calls about this trendy cryptocurrency: What’s the best way to invest? What are the tax implications when making bitcoins? What does the future look like? Plus, a portfolio review with a young investor who may be guilty of survivorship bias.