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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- Artist: Investing Sense™
- Copyright: (C) 2017
Podcasts:
Market volatility is on the rise – Denny and Andy give you three ways to feel more prepared during “active” markets. Adam reminds you why rebalancing is so important to the health of your portfolio.
Following investing ‘patterns’ could leave you short of reaching your goals – here’s why you should forget about them. Adam chats with the manager of Kinetics Paradigm No Load [WWNPX] fund.
Have you or someone you know been a victim of a scam? Here’s how to recognize when you’re being targeted. Adam chats with the manager of T. Rowe Price Summit Municipal Intermediate [PRSMX] fund.
Will your nest egg last as long as you do? We’ll show you how to keep your finances afloat in retirement. AMG Managers Brandywine Blue Fund [BLUEX] is the latest addition to Adam’s Hall of Shame.
Monthly pension or lump-sum payment? Denny and Andy show you how to decide. Adam chats about mutual-fund fees and dispels the fear that fees will eat too much of your returns.
This holiday weekend, we give you the best of Adam Bold! From annuities to his popular Hall of Shame, Adam's expert advice gives you the investing insight you need.
Perception plays a role in investing, but that doesn’t mean it should – we’ll show you what to avoid when picking funds. Adam chats with portfolio manager Mike Magiera from Manning & Napier Equity.
Denny and Andy give you the “talk” you should have with your spouse to ensure a successful retirement. Adam chats with portfolio manager Mitch Garfin [BHYIX] about the high-yield bond market.
Denny and Andy show how using the wrong comparisons in investing can land you in hot water. Adam discusses the importance of knowing your fund managers are right for you.
CEO John Bunch chats with Carrie Schwab-Pomerantz about retirement planning and financial literacy. Adam sits down with Eric Rothman, fund manager of AMG Managers Real Estate Securities [MRESX].
Denny and Andy tell you why your retirement plan should resemble a well-written book, not the made-for-TV movie version. Adam discusses the long-term benefits of a properly diversified portfolio.
Denny and Andy rail against longevity annuities and discuss the three stages of retirement – and how you can plan accordingly. Adam chats with the manager behind Buffalo Discovery Fund [BUFTX].
Adam talks about the market highs and whether you should take money off the table or stick to your strategy. Later, an interview with Dr. Frank James from James Balanced Golden Rainbow Fund [GLRBX].
Denny and Andy take a deep dive into 3 of the most commonly held mutual funds – find out if you should buy, sell, or hold! Adam chats with Mary Ellen Stanek from Baird Funds about the bond market.
Denny and Andy share a wedding toast with a financial twist – it’s the talk every couple needs to hear! Adam chats with Andrew Euretig from Artisan Partners about the global equity market.
