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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

Motorhome on the mountain – Andy sits down with his friends Jamie and Mary who share their story of reaching the goal of retirement, from how they decided it was time, to the reactions and support of their family, and how they plan on spending their retir

9/15/2018
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ABob 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?

Duration:00:41:04

Bill Tracy’s Chart Pack – It’s great to have Bill Tracy back on the show, sharing his insights and helping you understand all the latest trends and news, including new all-time highs for US markets, Amazon joining the “Trillion-Dollar Club,” and a shake-u

9/8/2018
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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!

Duration:00:41:04

Every day is Saturday; every night is Friday night – Unlike most retirees who are able to set a timeline for retirement, Rick and Joyce found themselves faced with unexpected business challenges. Luckily, they are still able to do what they love, retireme

9/1/2018
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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.

Duration:00:41:04

Bill Tracy's Chart Pack – Senior Investment Analyst Bill Tracy re-joins the show to enlighten Bob and Andy about the latest outlook from the Financial Engines Research Center. Bill revisits the recent changes to client portfolios, specifically in internat

8/25/2018
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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.

Duration:00:41:04

Bill Tracy's Chart Pack – Bill Tracy is back with plenty of charts that help explain the latest trends shaping the markets and discusses topics from the Financial Engines Research Center, including recent changes to portfolios with emerging market stocks.

8/18/2018
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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.

Duration:00:41:04

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