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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 The more things change, the more they stay the same: How to adapt, protect, and preserve your retirement savings. | File Type: audio/mp3 | Duration: Unknown

As soon as we got used to all-time highs in the markets almost every single week, now we’re once again fighting a familiar foe: market volatility. Bob and Andy discuss the always-changing market conditions, and the importance of having a personalized, long-term financial plan. The one thing that’s still the same, however, is this can’t happen until you simply get started, and they offer a way for you to do that RIGHT now!

 All eyes on Capitol Hill: What's next from Washington? | File Type: audio/mp3 | Duration: Unknown

Today’s show is full of in-depth conversations as two of our favorite guests stop by! First, Andy sits down with JT Taylor, who gives his unfiltered, insider’s perspective on the world of politics, including the after effect of the Kavanaugh hearing and the midterm elections. Then, Don Luskin joins in, to discuss his unique perspective on interest rates, the trade wars, and more!

 Climbing the charts: Barron's financial advisor rankings | File Type: audio/mp3 | Duration: Unknown

The Barron’s list of the top independent financial advisors was recently released, and there’s a familiar name that made its debut ranking! Bob and Andy talk about how the growth of this list mirrors the growth and changes in the industry and how it’s good news for investors and clients. Also, Don Luskin joins the show to give his valuable perspective and insights on the current big stories in the financial world, including the latest on the Fed and interest rates.

 I’d like to buy the world a COLA: Social Security’s annual Cost of Living Adjustment | File Type: audio/mp3 | Duration: Unknown

As autumn colors unfold and the calendar flips to October, many people look forward to upcoming holidays, college football and the World Series, or simpler pleasures like cooler weather. Buried in the busyness of the season is an important announcement from the Social Security Administration: the annual Cost of Living Adjustment. It’s estimated to be the largest increase in recent years, so Bob and Andy take a look at how it could impact retirees. Plus, Bill Tracy is in-studio to talk about the rate hike, and his outlook on the 4th quarter.

 Where there is uncertainty, there is opportunity! | File Type: audio/mp3 | Duration: Unknown

The markets are moving fast, surging to new all-time highs again this week. But uncertainty is also on the rise, with news about interest rate hikes, talks about trade wars, and so many other political and social issues heating up. So, how can smart investors turn these variables into opportunities? Bob and Andy have an easy course of action to take RIGHT now, to get much-needed clarity and focus.

 Investors behaving badly: What is loss aversion anyway? | File Type: audio/mp3 | Duration: Unknown

Bob and Andy explore one of the ways that investors could be accidentally hurting themselves: loss aversion. Recalling their conversation with Dan Ariely, a leading expert on psychology and finance, this is just one example of irrational investor behavior. Plus, a caller asks a frustrated, yet important question: Why pay fees for bad investment advice?

 Myth of the retirement fairy: Learning how to retire | File Type: audio/mp3 | Duration: Unknown

Andy continues his series of talking with recent retirees about achieving the goal of retirement. Today, Bob, who is a long-time family friend, opens up and shares some of the hardest lessons he learned while transitioning into retirement and growing older. Plus, Senior Analyst Bill Tracy is back to talk about the latest trends from the Financial Engines Research Center, including a forecast for a sector “shake-up” and other events making for a busy September!

 Ripe for recency bias: Don’t be a performance chaser! | File Type: audio/mp3 | Duration: Unknown

Happy Labor Day weekend! Small cap stocks have been leading the way over the summer, rising just like the temperatures, and once again reaching all-time highs. Strong runs like these are ripe for recency bias, as it’s tempting for investors to only look at the most recent past when considering an investment. Bob and Andy break down why it’s all about diversification and asset allocation! Also, special guests Rick and Joyce sit down with Andy to share their story about achieving retirement.

 Success leaves footprints: Navigating the journey to retirement | File Type: audio/mp3 | Duration: Unknown

Andy continues his series of sitting down with friends who have recently retired, sharing how they navigated their journey and what they’ve learned along the way. These conversations fit right in with the many questions, calls and emails this week: from the impact supplemental income could have on Social Security benefits, to the idea of using retirement savings to help pay for long-term health care. Plus, Bill Tracy is in-studio to shed more light on recent changes to client portfolios.

 Motorhome on the mountain: A retirement success story | File Type: audio/mp3 | Duration: Unknown

Investing Sense continues the series of interviewing recent retirees, sharing success stories and advice, both as celebration of reaching the goal and inspiration for investors who are not quite there. This week, Andy sits down with Jamie and Mary, who share a story of how they discovered it was time to retire, and the personal and financial freedom they now enjoy! Also, Bill Tracy is back to share his latest charts, this time with a focus on emerging markets.

 Inside the Beltway: Tax cuts 2.0 and the mid-term elections | File Type: audio/mp3 | Duration: Unknown

Our Washington D.C. insider JT Taylor returns as our special guest this week, with his straight-forward, unbiased approach to the news and stories from Capitol Hill, including a second round of tax cuts and a look forward to the mid-term elections, while Andy breaks down the potential impact for investors and the stock market. Plus, a look at the rise of Apple, as the tech giant recently became the first $1 trillion company!

 Learning by example: The fall of Facebook stock | File Type: audio/mp3 | Duration: Unknown

Facebook recently endured the largest single-day loss of market value by any company in the history of the market. It was quite a news story, and a great example of the many stresses involved in retirement planning. Plus, Bob and Andy dive into the ever-growing email inbox and loads of listener questions, with plenty more lessons to be learned from each other!

 Negative news vs. positive markets: Who’s telling the truth? | File Type: audio/mp3 | Duration: Unknown

Maybe, just maybe, things aren’t as bad as they seem. Despite all the bad press in newspapers, radio, cable news, and the internet, the stock market continues to hold near its all-time highs. Bob and Andy explore the effect this discrepancy can have on investors’ psychology. Plus, our resident Washington D.C. insider JT Taylor is back again with plenty to talk about, including a possible under-looked risk posed by the trade wars.

 Are investors warming to stocks despite chilling headlines? | File Type: audio/mp3 | Duration: Unknown

The temperature isn’t the only thing rising this summer. So are stocks! Despite perceived fears over a trade war with China and the crazy political climate in the U.S., as Andy explains, the stock market just keeps pushing higher. Friends Bill Tracy and Don Luskin join the guys this week for deep discussions on these stories and other trends unfolding across the markets and economy. Plus, Andy helps a caller with a question about finding her right Social Security claiming strategy.

 Here's to your healthcare: Amazon shakes up the sector | File Type: audio/mp3 | Duration: Unknown

Amazon is probably the grand-daddy of disruptors, and they continue to do so in the healthcare sector with their recent acquisition of Pill Pack. Bob and Andy discuss how this could affect both small-cap AND health care, two big themes on the show this year. Also, Olympian and author Alex Allred joins the show to talk about taking care of aging parents. Plus, is elderly identity theft a new public health crisis, and what can we do about it?


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