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:
Your Top 5 IRA Questions Answered - Denny and Andy answer your top 5 questions about IRA. Adam Bold tells you about 2 new funds in his Hall of Shame.
You Gotta Know When To Fold 'Em. Denny and Andy answer the question: How do you know when to sell a fund? Plus, the Bold Fund Spotlight with Mike Maloney of Skyline Special Equities (SKSEX).
Take Advantage of Your 401k. Denny and Andy highlight some common features of 401ks that can improve your investment options. Plus, Adam talks about three more funds in the Hall Of Shame.
The True or False Asset Allocation Quiz! Denny and Andy play a game to test your asset allocation knowledge. Adam talks with Larry Pitkowsky of the GoodHaven Fund (GOODX).
All About Bond Funds. Denny and Andy help you make sense of the current bond market. Also, Adam talks with Joe Welsh, portfolio manager of Oppenheimer Senior Floating Rate (OOSAX).
2013 Second Quarter Highlights. Denny and Andy countdown the top 10 largest actively managed mutual funds. Plus, The Bold Fund Spotlight featuring Bob Shearer of BlackRock Equity Dividend (MDDVX).
Let's Get To The Phones! It's 4th of July weekend, so Adam, Denny and Andy want to do something fun: As many phone calls as possible!
The New Retirement Reality. Andy and Denny give three ways to improve your new retirement reality. Plus, Adam Bold revisits The Hall of Shame!
Know What You're Invested In. Denny and Andy talk about three changes to your funds that investors should be aware of. Plus, the Bold Fund Spotlight with Vincent Sellecchia of the Delafield fund.
Investing For Your Goals. Adam Bold talks about how the funds you own need to match your investing goals, plus, the Bold Fund Spotlight with Pat English of FMI Large Cap.
Chasing Yield. Denny and Andy discuss investors to taking on more risk, Adam talks about ticking time bombs with Elaine Stokes, and an interview with RJ Gallo from Federated Investors.
Five Years Till Or In Retirement. Adam, Denny and Andy talk about a duel strategy for retirement, plus the Bold Fund Spotlight with Elaine Stokes.
Biggest Mutual Fund Mistakes. Denny and Andy discuss some of the most common mistakes investors make, Adam discusses mutual fund misconceptions, plus the return of the Hall of Shame!
What is the Status of Your 401k? Adam, Denny, and Andy discuss the 401k Repair Kit, and Adam also talks with Scott Holsopple of Smart401k about a special offer for listeners.
Planning For The Unplanned. Unexpected life events could derail your investment plan... unless you are prepared! Adam, Denny and Andy offer advice and lessons learned.