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This is the first national financial radio program covering primarily mutual fund investments. Hosts Adam Bold, Denny Smith and Andy Smith take calls and deliver their insights with a down-to-earth approach.

This is the first national financial radio program covering primarily mutual fund investments. Hosts Adam Bold, Denny Smith and Andy Smith take calls and deliver their insights with a down-to-earth approach.
More Information

Location:

Las Vegas, NV

Genres:

Podcasts

Description:

This is the first national financial radio program covering primarily mutual fund investments. Hosts Adam Bold, Denny Smith and Andy Smith take calls and deliver their insights with a down-to-earth approach.

Language:

English

Contact:

7201 W. Lake Mead Blvd. Suite 110 Las Vegas, NV 89128 (888) 833-8637


Episodes

The apple of investors’ eyes – Apple is the latest tech giant to consume the headlines, and for good reason: It’s the first company to reach a $1 trillion market cap. Check out the chart below documenting the historic rise of this great American company.

8/11/2018
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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!

Duration:00:40:59

LIVE Portfolio Review – Henry is 68, still working hard with no plans to retire, and collecting Social Security. However, he still has all his savings sitting in a CD at the bank. Andy is happy to help, because Henry could be exposing his hard-earned savi

8/4/2018
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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!

Duration:00:41:04

Conversation with JT Taylor – Friend of the show JT Taylor, Managing Director and Chief Political Strategist at Hedgeye Potomac Research, is back to share more inside baseball from the beltway, including the latest on the trade wars.

7/28/2018
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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.

Duration:00:41:04

Deep Dive with Don Luskin – It feels like investors around the world are nervously focusing on China, its trade war with the U.S., and the potential impact on markets. That’s why the guys reached out to Don Luskin for some help with understanding it all.

7/21/2018
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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.

Duration:00:41:04

The new public health crisis: Elderly identity theft – The trend of identity theft among the elderly is on the rise. In fact, it’s gotten so bad, officials have labeled it a public health crisis, and it’s costing our loved ones over $37 billion per year!

7/14/2018
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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?

Duration:00:41:04

LIVE Portfolio Review – John writes the show looking for advice on how to invest a nice sum of cash. However, Andy is worried about John’s allocation, which includes a HUGE position in tech stocks, plus a lot of stock overlap in his funds. Could this be a

7/7/2018
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Bob is feeling a little melancholy over the news of GE getting kicked out of the Dow Jones Industrials. After all, the stock has been one of the Dow 30 for over 100 years, and represents more old-school, industrial American business. However, there are plenty of new-school, emerging sectors that are leading the economy forward. Plus, as we’ve reached the mid-way point of the year, Andy breaks down the second-quarter and year-to-date market performance…with charts!

Duration:00:41:04

Now or later: Pay off debt or keep saving? – Matt and his wife are looking to pull money out of their 401(k)s to pay off their student loan debts. However, as good as it might feel to be rid of those monthly bills, they could be losing a LOT of potential

6/30/2018
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Bob and Andy tackle email and caller questions, covering topics from the complex ways to take pensions, whether or not to move money from investments to help with home improvements or paying off debt, to a portfolio review for a 100-year-old mother-in-law. Plus, a conversation with writer and Social Security claiming strategy expert Mary Beth Franklin, who offers important insights and advice to help maximize your benefits.

Duration:00:41:04

LIVE portfolio review – We go to the phones for this week’s portfolio review. Brian has a lot to talk about, including asset allocation, risk tolerance, savings, and even a new account with a robo-advisor. Take a listen to Andy’s advice on how Brian could

6/23/2018
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Investing Sense celebrated our 300th show a few weeks ago, and over the years, so many listeners and callers asked: ”How can I get started saving for retirement?” Andy’s most common answer: “Max out your 401(k)!” But there are some common, costly mistakes that many Americans are making and could result in leaving $10,000’s on the table! The guys reveal an easy step to take in making sure YOU aren’t making these same mistakes.

Duration:00:41:04

Conversation with JT Taylor – Good friend of the show and Managing Director and Chief Political Strategist at Hedgeye Potomac Research, JT Taylor is back again with his unbiased and unfiltered view of the latest happenings on Capitol Hill. This time, he g

6/16/2018
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Happy Father’s Day weekend! The amount of wealth generated in this country keeps growing to record highs, from returns on stocks and bonds, to rising home values, to the job market… but statistics show that tens of millions of Americans are still missing out on this amazing opportunity. Bob and Andy dig into the reasons why from an historical perspective. Plus, more from Don Luskin and JT Taylor, along with the weekly visit and charts from Bill Tracy.

Duration:00:41:01

Bill Tracy’s Chart Pack – Senior Analyst Bill Tracy is back to debate Game of Thrones theories with Andy… oh, and to share the latest charts and trends from the Financial Engines Research Center: a wrap-up of Q1 earnings and a preview of Q2; a look at the

6/9/2018
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The show rolls on into summer and as the guys explain, with Q1 earnings season over, this is historically a quiet time of year. But could the market knee-jerk react to news, especially ahead of the up-coming mid-term elections? Bob and Andy turn to JT Taylor, our resident Capitol Hill insider, to help keep you on the right side of headlines. Plus, Bill Tracy is back to share his latest chart pack and insights from the Financial Engines Research Center.

Duration:00:41:04

Ready to retire, but now what? – The guys take a look at a recent news story that shows how the fortunes of American retirees are in full bloom, as the average wealth among retirees has risen more than 100% over the past 19 years. However, Andy notes that

6/2/2018
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A strange turn of events in the market this week after an abrupt shift in sentiment in the bond market. Bob and Andy, along with listeners, focus on the ups and downs in interest rates and discuss what it means for portfolios. Plus, with so many rules and regulations to follow, every retiree needs help when it comes to Social Security. Writer and claiming strategy expert Mary Beth Franklin joins the show to offer important insights and advice to help maximize your benefits!

Duration:00:41:04

Chart Pack with Bill Tracy – Senior Analyst with the Financial Engines Research Center, Bill Tracy, joins the guys to share the latest trends and markets he’s following. In light of the NBA playoffs coming to a head, what does LeBron James have to do with

5/26/2018
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Happy Memorial Day weekend from the entire Investing Sense pit crew! Today, the guys take a look at the market, and even though stocks are in bloom, there are very human reactions, such as loss aversion and recency bias, that could potentially derail your retirement plan. Also, our resident D.C. insider JT Taylor joins the show to discuss what you need to know about the upcoming mid-term elections, and Andy will explain what it means for the market.

Duration:00:41:04

Ask Andy: Pension vs. lump sum – Oscar is curious about the advantages of taking his pension as a lump sum OR monthly payments. Seems like a simple choice, but Andy notes that this is actually a really complex question. He helps break it down to three con

5/19/2018
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Bob and Andy celebrate the men and women who serve because it’s Armed Forces Day in America! In the investing world, there’s much to celebrate, including positive news so far this earnings season and rebound in the stock market. Bill Tracy from the Financial Engines Research Center sits down to discuss Q1 earnings and their impact on the market. Also, with the help of Duke University professor Dan Ariely, the guys explore the concept of ”loss aversion” and how it can impact financial...

Duration:00:41:04

Avoiding the doctor to save cash? – The guys take a listen to the CEO of the Cleveland Clinic, who talks about a recent trend of patients avoiding doctor visits because of worry over high medical bills. But could it be costing more in the long run? Also,

5/12/2018
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Andy may have been on vacation, but that doesn’t mean the market took any days off! Back from breathtaking Scotland, Andy gives his take on recent market activity, the start of earnings season, and of course interest rates. Also, the guys dive deep into a well of topics with Don Luskin, CIO of Trend Macrolytics. Plus, are you avoiding the doctor simply to skip the bill? Be careful because this could end up costing even more.

Duration:00:41:04

Argument against Andy’s anti-annuity attitude – Judy has a question about annuities, and Andy doesn’t mince words when it comes to his stance on these products. He will continue to take a stand and look out for investors who are feeling pressured to buy.

5/5/2018
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As the calendar turns from winter to springtime, take a listen to some of the best segments from Investing Sense in what has been a wild 2018. From a very bullish start to the beginning of the year, to the recent rise in interest rates and stock market volatility, Andy and Bob have nailed the market action so far this year. Plus, hear some of the best listener conversations covering everything from target-date funds, company stock, and angry annuity salesmen!

Duration:00:41:04

LIVE Portfolio Review - with a chart! – John recently fired his advisor because of faulty logic about stocks, bonds, and their relationship with interest rates. Andy agrees that John was right in his suspicions and helps cut through the advisor’s jargon.

4/28/2018
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It’s important for investors to avoid emotional reactions to political headlines, but it’s helpful to stay informed of what’s happening, why it’s happening, and what it means for YOU. To these ends, the guys welcome back Washington D.C. insider JT Taylor and Trend Macrolytics CIO Don Luskin, covering a wide range of topics from FANG stocks to the recent trade skirmish with China, and much more!

Duration:00:41:01

LIVE Portfolio Review – Larry is close to retirement, and has a sizeable 401k, but he’s concerned about how withdrawing from the 401k might impact Social Security payments. Andy explains how the earnings limits rule applies in Larry’s situation, which sho

4/21/2018
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The goal of this show is to help hard-working Americans get to and through retirement. Due to the remarkable run of the market over the last 9 years, many investors are now ready to take the plunge into retirement, but may still need help taking that next step. Andy has an easy way for you to get started today! Plus, special guest Kyle Bingham joins the show to share how he helped his mother optimize her Social Security benefits.

Duration:00:41:04

Age gap, longevity, and retirement – St. Louis area Financial Engines advisor Jeff Klever shares the story of Bill and Edith, a couple with a drastic age difference, and how he was able to help them better prepare for retirement, especially given the fact

4/14/2018
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Investing can be emotional, especially when there’s a non-stop flow of news stories that directly affect the markets. Andy re-assures listeners that there ARE positive trends around the globe, and you don’t need to ride this roller-coaster alone. Plus, Senior Investment Analyst Bill Tracy shares his charts and trends that the Research Center is following, including rising oil prices and sector performance.

Duration:00:41:04

The Senior Nomads, part 2: Re-writing the rules of retirement – Rather than settle down in retirement as most people do, Michael and Debbie decided to uproot themselves and travel the world. Our producer Chris continues his conversation with this fascinat

4/7/2018
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If you’ve felt some queasiness due to all the market’s ups and downs, consider this show as medicine for the market’s ills. Financial Engines Senior Financial Analyst Bill Tracy is back to help the guys understand what is causing all this motion and decipher what the latest market trends and activity actually mean. Plus, Andy talks with author and New York Times critic Dwight Garner about his unusual relationship with money. 484399

Duration:00:41:04

The Senior Nomads, part 1: A new perspective on retirement – Rather than settle down in retirement as most people do, Michael and Debbie decided to redefine retirement and travel the world. Chris tracked them down in Australia, so take a listen as as he t

3/31/2018
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This year’s market feels different because last year’s was a “beauty.” But recently, the market has acted like a beast. Andy helps you place the recent volatility in historical perspective. Plus, analyst Bill Tracy is back to share insights from the Research Center, and producer Chris has a conversation with one of the most interesting and inspiring retired couples: The Senior Nomads!

Duration:00:41:04