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Investing Sense

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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

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.

9/16/2017
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Even though there is a lot of good news in the market this week, our attention stays focused on the areas hit by the devastating hurricanes. Unfortunately, in the wake of any natural disaster, the inevitable scams are popping up. John Bunch, president of Financial Engines Advisors, joins the show with advice on how to protect yourself and your loved ones.

Duration: 00:41:05


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

9/9/2017
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It’s no secret that retirement is expensive, and there are so many variables: inflation, health care costs, pension dilemmas… Is there a magic number for a successful retirement? Instead of a nice round number to aim for, Andy explains a better way to think about it: the income gap. Plus, Financial Engines advisor Jeff Klever joins the show to share a real client story.>

Duration: 00:41:03


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

9/2/2017
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As summer begins to roll over into fall, Bob and Andy are getting excited about the holiday weekend, but also extend thoughts and prayers to everyone in South Texas and Louisiana. In the wake of emergencies like this, we want to help people protect themselves. Please visit our Gulf Coast Help Center here: https://financialengines.com/harvey. Also, author Janet Lombardi joins the show to talk about her memoir about how bankruptcy affected her life and family and what we can learn from her...

Duration: 00:40:35


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

8/26/2017
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Bob and Andy discuss how incredibly complex and extremely costly Social Security can be if you make a mistake with your claiming strategy. However, if done correctly, and with the right guidance, the benefits can be life-changing. Also, Stuart Woodbury, president of TMFS Insurance Agency, weighs in on terrible insurance products and annuities.

Duration: 00:41:02


“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.

8/19/2017
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Spending too much money can be way too easy and sometimes turns into a hard habit to break. The guys take a look at a new study that features the opposite: the lifestyle habits of super retirement savers. How can we get hooked on these good habits? Also, author Richard Watts joins the show to talk about his new book, “Entitlemania: How Not to Spoil Your Kids, and What to Do If You Have.”

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

8/12/2017
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As temperatures start to get a bit lower, the stock market keeps on rolling higher with the Dow Jones hitting another milestone last week: a record high 22,000 before worries over North Korea caused a small pullback. Bob questions Andy about the factors contributing to the record-setting numbers and what the future holds. Also, what do zombies have to do with your finances? Special guest Emily Guy Birkin joins the show to talk about her latest book about financial stress.

Duration: 00:41:06


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

8/5/2017
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Love may be priceless, but can you actually BUY happiness? Researchers have found that time-saving purchases can lead to less stress, more positive feelings and greater life satisfaction. This could also be an overlooked benefit of working with a financial advisor. Also, why are so many people asking Andy about indexed annuities?

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.

7/29/2017
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More than just going through facts and figures, a financial advisor also helps clients realize their hopes and dreams for future generations. Cleveland area advisor Dominic Anzevino joins the show to tell a story that exemplifies this goal. Plus, a 500-year-old guide to becoming a billionaire!

Duration: 00:40:59


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.

7/22/2017
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Bitcoin is growing all the more popular these days, including a photo bomb during Janet Yellen’s appearance before congress last week! The guys take calls about this trendy cryptocurrency: What’s the best way to invest? What are the tax implications when making bitcoins? What does the future look like? Plus, a portfolio review with a young investor who may be guilty of survivorship bias.

Duration: 00:41:01


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

7/15/2017
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A new monster muscle car impresses the guys with its style and performance stats. However, the requirements for potential buyers reminds Andy of some loopholes within the DOL Fiduciary Rule. Plus, special guest Meir Statman, Professor of Finance at Santa Clara University, joins the show to talk about investor behavior and retirement habits.

Duration: 00:41:03


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?

7/8/2017
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At the halfway point of 2017, Andy takes a look at market performance over the past six months. Also, Bob gets excited about retiring in Margaritaville, as guest Mike Belmont, president of Minto Communities USA, talks about these unique retirement communities.

Duration: 00:41:04


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

7/1/2017
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Happy birthday, America! Celebrate the 4th of July with Andy and Bob as they tell the story behind the story of the Amazon.com (AMZN) acquisition of Whole Foods (WFM). Andy shares 7 of his must-watch American movies over the holiday. Plus, get the lowdown on high healthcare costs from Medicare expert Diane Daniels.

Duration: 00:41:04


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

6/24/2017
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From Facebook to Netflix, and even bitcoin, technology is all the rage on Wall Street. Learn what's behind the recent volatility in tech stocks and how technology is improving our daily lives. Plus, hear how Darin Pilancinski, Senior Vice President – Financial Planning, Financial Engines, helped an elderly investor cut bait on a hedge fund.

Duration: 00:41:04


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.

6/17/2017
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Happy Father’s Day weekend! There’s been a lot of recent focus on big tech stocks with lofty share prices. Are they a cause for worry? Also, John Bunch joins the show to talk about the most common elderly financial scams.

Duration: 00:41:04


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

6/10/2017
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10,000 bitcoins paid for two pizzas in 2010 would be worth $20 million today. Bob and Andy take a look at the cryptocurrency bull market, and whether or not it is a bubble ready to burst. Also, Andy speaks to a caller about the DOL fiduciary rule, and the impact it could have on retirement savers.

Duration: 00:41:04


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

6/3/2017
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As the dog days of summer get underway, the guys examine the latest dominant storylines: Uncertainty in politics, another look at the state of pension plans, as well as a peek at the NBA playoffs and what financial lessons we can learn from athletes. Plus, research economist Dr. Geoffrey T. Sanzenbacher talks about the benefits of a late-career job switch.

Duration: 00:41:04


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!

5/27/2017
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Happy Memorial Day Weekend! John Bunch shares the personal impact and lessons to be learned from the Bernie Madoff story. Also, expert organizer and TV personality Peter Walsh talks about decluttering our homes, and downsizing for retirement. Plus, a special DOUBLE portfolio review!

Duration: 00:41:04


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

5/20/2017
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We all know the saying: our perception is our reality. But can errors in our perception lead to bad investing decisions? University of London professor of neuroscience Beau Lotto joins to show to talk about our biases, assumptions, and how we perceive the world. Also, a look at the good, bad, and ugly of ETFs.

Duration: 00:41:04


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?

5/13/2017
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Happy Mother’s Day! Don’t forget to buy flowers for your mom this weekend, but a secure retirement is an even better gift. Bob and Andy talk about taking steps to help with your loved ones’ financial future. Also, political strategist JT Taylor joins the show to talk about the current huge topics in Washington.

Duration: 00:41:04


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.

5/6/2017
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Investing Sense has been on the air for a whole year! To celebrate, Andy and Bob share behind-the-scenes recordings and a look at the past year’s news headlines. Plus, wealth psychologist Kathleen Burns-Kingsbury joins the guys to talk about financial infidelity.

Duration: 00:41:04

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