Investing Sense™ show

Investing Sense™

Summary: What happens when a CERTIFIED FINANCIAL PLANNER™ professional and an everyday investor sit down each week to talk about how to better understand today’s financial and retirement landscape? 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 avoiding financial advice that’s not in your best interests.

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Podcasts:

 Better than just flowers: Taking care of mom in retirement | File Type: audio/mp3 | Duration: Unknown

Happy Mother’s Day! Don’t forget to buy flowers for your mom this weekend, but a secure retirement is an even better gift. Bob and Andy talk about taking steps to help with your loved ones’ financial future. Also, political strategist JT Taylor joins the show to talk about the current huge topics in Washington.

 Happy 1st Anniversary to Investing Sense! | File Type: audio/mp3 | Duration: Unknown

Investing Sense has been on the air for a whole year! To celebrate, Andy and Bob share behind-the-scenes recordings and a look at the past year’s news headlines. Plus, wealth psychologist Kathleen Burns Kingsbury joins the guys to talk about financial infidelity.

 High Times and Smokin' Stocks | File Type: audio/mp3 | Duration: Unknown

Investing in marijuana stocks is a blazing hot topic. Bob and Andy dive into this controversial emerging industry and discuss whether it’s a valid investment opportunity or just blowing smoke. Also, a look at Trump’s first 100 days and his just-released tax plan.

 A New Hope vs. A New Plan | File Type: audio/mp3 | Duration: Unknown

The average cost of retirement is 2.5 times the cost of your house, or 9 times the cost of college! How can one rely on more than hope to reach their retirement goals? Plus, Andy gives some insight on the biggest threat to retirement plans.

 When is your age NOT your age? | File Type: audio/mp3 | Duration: Unknown

Your “biological age” is NOT necessarily the same as your “chronological age”, and this difference can have a huge effect on your retirement plan! Plus, Andy dives into some economic indicators for springtime.

 Friends Don't Let Friends Time the Market | File Type: audio/mp3 | Duration: Unknown

The guys give us an update on the Department of Labor Fiduciary Rule. Also, history shows that investors are unable to time the market, but still do it, therefore missing out on returns. Andy helps save us from this bad behavior. Plus, special guest author Scott Sonenshein talks to the guys about how his new book, Stretch, can apply to investing.

 Don't Be an April Fool! | File Type: audio/mp3 | Duration: Unknown

Want to avoid being the biggest April Fool of all? Andy has some IRA tax tips to save you money, guest Christopher Jones debunks common financial fake news, plus a look into some questionable investing fads.

 The Pension Tsunami | File Type: audio/mp3 | Duration: Unknown

Some pension funds are starting to show signs of trouble; Andy and Bob discuss how these guaranteed funds may not be so “guaranteed” anymore. Also, the costliest miscalculation people make with their 1099!

 A Tap On the Shoulder: The first rate hike of 2017 | File Type: audio/mp3 | Duration: Unknown

A discussion of the first interest rate hike of 2017 that was recently announced, including the reasons why it happened, and what we should be doing in the weeks and months ahead. Plus, retirement in the famous Margaritaville!

 No Pain, No Gain: Happy 8th Anniversary to the Bull Market | File Type: audio/mp3 | Duration: Unknown

To commemorate the second-longest bull market in history, Bob and Andy re-live some of the painful investing moments along the way. Also, expert John Diehl shares MIT AgeLab research on how technology will add life to our retirement years.

 Not So Simple: The Misuse of Target-Date Funds | File Type: audio/mp3 | Duration: Unknown

Special guest Christopher Jones talks to the guys about target-date funds and how they are widely misused. Also, Andy re-writes some misleading investing headlines.

 The Tale of Two Funds | File Type: audio/mp3 | Duration: Unknown

Andy and Bob tell the tale of two mutual funds and explain why the quality of financial advice matters. Plus, some special Investing Sense Oscar awards!

 Trump’s impact on markets | File Type: audio/mp3 | Duration: Unknown

Andy and Bob talk about the impact President Trump has been having on markets, particularly through his messages on Twitter, and what it means for everyday investors.

 What Trump’s fiduciary memo really means | File Type: audio/mp3 | Duration: Unknown

Andy and Bob discuss the recent memorandum issued by President Trump asking for a re-examination of the conflict of interest/fiduciary rule.

 FOMO investing mistakes | File Type: audio/mpeg | Duration: Unknown

Bob and Andy discuss three major investment mistakes we make with our portfolio when we have a “fear of missing out (FOMO).”

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