LIVE Portfolio Review – This week’s review is from Alan, who is doing a lot of things right, including maxing out his 401k and aligning his portfolio with his risk tolerance. However, he has some tax questions in regards to contributions and withdrawals.
That’s a lot of cheddar: the value of a financial advisor – The guys take a look at a new Vanguard study that shows the benefits of having a fiduciary on your side. In the words of Bob’s kids, “it’s a lot of cheddar!” But the most valuable aspect is somet
The new gold rush – Knowing that individual penny stocks are too risky, but still wanting to get invest in the rising marijuana industry, Rob emails the show asking about the “pick and shovel” strategy. Andy breaks down the risks and benefits of this stra
LIVE Portfolio Review – This week’s review is a sizeable portfolio from Mark, who has a huge exposure to just one stock, which is extremely risky. In addition to simply selling the stock and moving to cash, Andy has some more sophisticated, though complex
“He Who Understands It, Earns It…” – Albert Einstein famously called compound interest the “Eighth Wonder of The World”. Find out why it’s so powerful, along with some simple and creative ways to take advantage of it.
Ask Andy: When Should I Take Social Security? – Calvin calls in puzzled about what age is best to start collecting Social Security. Andy gives some immediate things to think about, but Bob notes the complexity and why people need help when it comes to ret
Death, Taxes, and Indexed Annuities – Nothing is certain, except death and taxes. However, people are willing to get tied up into horrible annuities, and the cons that come with them, in exchange for “certainty”. But is there an alternative for people loo
Wizard of Lies - The Bernie Madoff biopic shows how easy it is to fool really smart people. Hear the full conversation with John Bunch, President of Financial Engines Advisors, as he shares his first-hand account of the Madoff story.
Ask Andy: Annuities for the Elderly- John is worried about his 87-year-old parents getting solicited by annuity salesmen. According to Andy, there is a time and place for annuities, but there are certain requirements needed to get to that point.
LIVE Portfolio Review - Cassie has done a great job of aligning her allocation and diversifying her portfolio, but has a question about rebalancing out of tech stock. Andy also has some recommendations for investing some extra cash. Follow along with the
LIVE Portfolio Review - John writes that he’s over-weighted in equities and is concerned about interest rates. As he disagrees with John’s assumption that the Fed will raise rates again this year, what is Andy’s solution?
Pensions: The Critical Choice of a Lump Sum or Annuity - Like many Americans, Don is facing a critical choice with a pension and whether to take the lump sum or annuity. Hear Andy’s take on this crucial decision. Plus, get the inside scoop on how some Ame
How to Diversify a High-Risk Stock Portfolio - Matt has a high risk tolerance and long time horizon until retirement. Matt's current portfolio aligns with these characteristics, but Andy finds an interesting way to further diversify the portfolio by lever
Ask Andy: Interest Rate Hike - Janet Yellen and the Fed raised interest rates this week. Tom sent an email to Andy asking about how bond funds may react to a rate hike. Plus, Andy dissects a rate-sensitive portfolio.
Ask Andy: The DOL Fiduciary Rule - Nancy calls from Rock Creek, Ohio, as she is concerned about how the new Department of Labor fiduciary rule will impact smaller, older investors like herself. Andy alleviates her fears by explaining how the rule will act
Going for Broke – As the NBA finals get underway, the guys ask the question: Why do so many millionaire athletes lose all their money? Andy compares the stories of the Cowboys’ Darren McFadden and the Lions’ Brandon Copeland, and the importance of a budge
Live Portfolio Review - In honor of those who have served our country or are currently serving, Andy gives a special portfolio review this week - the Thrift Savings Plan. Check out the TSP resources below!
Live Portfolio Review! - 41-year-old Tim owns multiple target-date funds, but Andy is concerned that he doesn’t have enough diversification, and is actually at risk to miss out on returns in other investments classes. Hear what changes Andy suggests that
Wealth is Relative: Johnny Depp vs. Warren Buffet - Two men with plenty of money, but completely different approaches to spending and lifestyle. Also, what investing lessons can we learn from the Fyre Festival fiasco?
Real Life Client Story – Financial Engines advisor Dominic Anzevino shares the story of one of his clients with Bob and Andy: A grandmother is able to provide for her family, all due to proper planning.