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.
Special offer show! It’s all about Social Security this week as Denny, Andy and Adam present an offer for a free customized Social Security strategy.
Denny and Andy give a different kind of commencement speech for the class of 2015. Adam demonstrates the value of our Research Center in helping us serve the needs of clients.
Denny and Andy chat with an expert about factoring quality of life into your retirement strategy. Adam pushes for all investors to benefit from the fiduciary standard.
Denny and Andy give you three ways to help manage your retiree healthcare costs. Adam looks ahead to the next market correction and gives insight into how to prepare your portfolio.
Denny and Andy help you decide between monthly pension payments or a one-time cash payout. Adam advises investors on what to do when a fund manager leaves.
Denny and Andy recommend two changes for your portfolio, courtesy of our Research Center team of analysts. Adam encourages investors to prioritize retirement savings over short-term wants.
Denny and Andy share the story of a listener who helped his colleagues improve their retirement efforts. Adam explains how to keep your money in safe hands.
Denny and Andy explain why investing superstitions do not work. Adam discusses how investors can better manage old 401(k) accounts.
Denny and Andy share tips for protecting yourself and your IRA as the tax season winds down. Adam discusses whether there’s a name-brand advantage in picking investments.
Denny and Andy show you the only retirement number you need to know: your probability of success. Adam discusses the importance of the fiduciary standard in light of potential regulatory changes.
Denny and Andy remind you of two upcoming deadlines for investors. Adam points out the issues with a TV ad selling stock options.
Adam interviews political strategist Greg Valliere about the goings-on in Washington, D.C. Denny and Andy show you the perils of investing too conservatively for your goals.
The market is at all-time highs and Adam hosts a special edition of The Mutual Fund Show to help you figure out what you should be doing NOW when it comes to your investments.
Denny and Andy help you focus on your financial relationships this Valentine’s Day. Adam shares the story of an investor who fell victim to a gold investment scam.
Denny and Andy share college-planning tips for parents to use with their university-bound kids. Adam talks about the downfalls of a particular get-rich-quick investing strategy.