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Investing Sense™ | Most Recent Radio Shows

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How much higher can the stock market go?

Show date: Nov 18, 2017

If tax reform passes, should investors buy or sell? What if tax reform fails? Andy and Bob break down the answers to these critical questions going into year’s end. Plus, author Emily Guy Birken stops by to share advice on how to finally put an end to financial stress - with a story about Zombies? Also, get the scoop on new 401(k) contribution limits and Social Security benefit changes for 2018!

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Mr. Smith goes to Washington: The rundown on tax reform

Show date: Nov 11, 2017

There’s so much going on right now in financial news, from tax reform, to changes at the Federal Reserve, and fluctuations in interest rates. Andy cuts through all the noise coming out of Washington and boils it down to the financial planning aspects investors should focus on right now. Also, Bob asks a literal “million-dollar” question: How long would $1 million last in retirement?

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Stocks at a crossroad: Will tax reform sink the market?

Show date: Nov 04, 2017

The stock market is at a crossroad between Wall Street and K Street as tax reform winds its way through Washington D.C. Resident D.C. insider JT Taylor breaks it down and hear Treasury Secretary Steve Mnunchin’s warning if tax reform fails. Long-time friend of the show, Diane Daniels, drops by to share tips on how to cut healthcare costs. Plus, a listener asks Andy: What should I do when my advisor won’t call me back?

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As certain as death and tax reform...

Show date: Oct 28, 2017

Washington D.C. insider JT Taylor, senior policy analyst at Hedgeye Potomac Research, joins the show to talk about the potential impact of the Republican tax reform proposal and how it could impact your bottom line. The “funniest tax guy”, Ed Lyon, stops by to share some hilarious stories and practical tax advice that could save you thousands. Plus, what does Tom Petty have to do with your estate plan?

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The buzz about bitcoin: Investing in cryptocurrencies

Show date: Oct 21, 2017

All year long Bob and Andy have been talking about the promise of technology and how it’s improving our lives, including the optimistic future of investing in that technology. Bitcoin and other cryptocurrencies are no exception, as they, along with the stock market, continue making all-time highs. How can investors take advantage of this asset class? Also, real estate expert Greg Cooper is in studio to give advice and share stories about real estate investing.

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Rise of the machines: The influence of tech on stock market highs

Show date: Oct 14, 2017

What’s behind the most recent move to all-time highs in the stock market? One important factor is the growth of corporate earnings, particularly in the dynamic technology sector. Also, author Mike Haubrich joins the show to talk about the concept of career asset management, how to measure your value as an employee, and how to get a raise!

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The humans strike back: Maybe robots aren’t taking over the world?

Show date: Oct 07, 2017

While the Amazon empire of robotic efficiency and delivery drones seems like it’s taking over the world, Best Buy has made a bounce back by re-introducing the human element to the retail experience. This human element is a big part of the potential value provided by financial advisors. Also, Financial Engines advisor Gary Murphy joins the show to talk about small, simple steps investors can take to help grow retirement savings regardless of income level.

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Back to the future: What will the Dow look like in 100 years?

Show date: Sep 30, 2017

Warren Buffett recently made a prediction that the Dow will reach 1,000,000 within 100 years. This has ruffled some feathers, but Andy wishes more individual investors would think like this, focusing not on where the market has been, but rather where the market is going. Also, with Medicare open enrollment right around the corner, the guys talk with Medicare expert Diane Daniels and explore many facets to saving for healthcare costs in retirement.

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Protect yourself, part two: Preventing financial fraud

Show date: Sep 23, 2017

Bob and Andy continue on the topic of protecting yourself and your loved ones against financial scams. This week, FBI victim specialist and fraud expert Debbie Deem joins the show to talk about financial crimes, especially those committed against the elderly. Learn the red flags to look for so you can protect yourself and your loved ones. Also, Andy weighs in on the recent news about potential scams surrounding cryptocurrencies.

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Protect yourself: Avoiding financial scams in the aftermath of disaster

Show date: Sep 16, 2017

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.

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More than magic numbers: real-world retirement costs

Show date: Sep 09, 2017

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.

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Bankruptcy: A love story

Show date: Sep 02, 2017

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 experience.

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Money Back In Your Pocket: Social Security Benefits

Show date: Aug 26, 2017

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.

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Hooked on Savings: 5 Habits of The Best Retirement Savers

Show date: Aug 19, 2017

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.”

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What Goes Up Must Come Down? Not So Fast!

Show date: Aug 12, 2017

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.

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Can't Buy Me Love... So Buy Some Happiness!

Show date: Aug 05, 2017

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?!

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Why Do We Do This? A Real-Life Client Story

Show date: Jul 29, 2017

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!

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Coin Flip: Making Heads or Tails of Bitcoin

Show date: Jul 22, 2017

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.

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Muscle Cars and The Fiduciary Rule

Show date: Jul 15, 2017

A new monster muscle car impresses the guys with its style and performance stats. It's so powerful, buyers have to sign an acknowledgement letter before driving, which makes Andy think of the Department of Labor's 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.

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Time Keeps on Slippin': A Mid-Year Market Review

Show date: Jul 08, 2017

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.

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Amazon Disrupts Again: What the Whole Foods Acquisition Really Means

Show date: Jul 01, 2017

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.

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FANG Stocks: Investors Take a Bite out of Technology Shares

Show date: Jun 24, 2017

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.

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Swinging for The Fences: Tech Stocks and Winning the Lottery

Show date: Jun 17, 2017

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.

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Really Expensive Pizza: The Rise of Cryptocurrencies

Show date: Jun 10, 2017

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.

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Politics, Pensions, Portfolio Reviews...and the Playoffs!

Show date: Jun 03, 2017

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.

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Wizard of Lies: A Look Back at the Bernie Madoff Story

Show date: May 27, 2017

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!

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Are We All Delusional?

Show date: May 20, 2017

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 side of ETFs.

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Better than just flowers: Taking care of mom in retirement

Show date: May 13, 2017

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.

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Happy 1st Anniversary to Investing Sense!

Show date: May 06, 2017

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.

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High Times and Smokin' Stocks

Show date: Apr 29, 2017

Investing in marijuana stocks is a blazing hot topic. Bob and Andy dive into this controversial emerging industry and discuss whether it’s a valid investment opportunity or just blowing smoke. Also, a look at Trump’s first 100 days and his just-released tax plan.

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A New Hope vs. A New Plan

Show date: Apr 22, 2017

The average cost of retirement is 2.5 times the cost of your house, or 9 times the cost of college! How can one rely on more than hope to reach their retirement goals? Plus, Andy gives some insight on the biggest threat to retirement plans.

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When is your age NOT your age?

Show date: Apr 15, 2017

Your “biological age” is NOT necessarily the same as your “chronological age”, and this difference can have a huge effect on your retirement plan! Plus, Andy dives into some economic indicators for springtime.

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Friends Don't Let Friends Time the Market

Show date: Apr 08, 2017

The guys give us an update on the Department of Labor Fiduciary Rule. Also, history shows that investors are unable to time the market, but still do it, therefore missing out on returns. Andy helps save us from this bad behavior. Plus, special guest author Scott Sonenshein talks to the guys about how his new book, Stretch, can apply to investing.

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Don't Be an April Fool!

Show date: Apr 01, 2017

Want to avoid being the biggest April Fool of all? Andy has some IRA tax tips to save you money, guest Christopher Jones debunks common financial fake news, plus a look into some questionable investing fads.

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The Pension Tsunami

Show date: Mar 25, 2017

Some pension funds are starting to show signs of trouble; Andy and Bob discuss how these guaranteed funds may not be so “guaranteed” anymore. Also, the costliest miscalculation people make with their 1099!

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A Tap On the Shoulder: The first rate hike of 2017

Show date: Mar 18, 2017

A discussion of the first interest rate hike of 2017 that was recently announced, including the reasons why it happened, and what we should be doing in the weeks and months ahead. Plus, retirement in the famous Margaritaville!

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No Pain, No Gain: Happy 8th Anniversary to the Bull Market

Show date: Mar 11, 2017

To commemorate the second-longest bull market in history, Bob and Andy re-live some of the painful investing moments along the way. Also, expert John Diehl shares MIT AgeLab research on how technology will add life to our retirement years.

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Not So Simple: The Misuse of Target-Date Funds

Show date: Mar 04, 2017

Special guest Christopher Jones talks to the guys about target-date funds and how they are widely misused. Also, Andy re-writes some misleading investing headlines.

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The Tale of Two Funds

Show date: Feb 25, 2017

Andy and Bob tell the tale of two mutual funds and explain why the quality of financial advice matters. Plus, some special Investing Sense Oscar awards!

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Trump’s impact on markets

Show date: Feb 18, 2017

Andy and Bob talk about the impact President Trump has been having on markets, particularly through his messages on Twitter, and what it means for everyday investors.

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What Trump’s fiduciary memo really means

Show date: Feb 11, 2017

Andy and Bob discuss the recent memorandum issued by President Trump asking for a re-examination of the conflict of interest/fiduciary rule.

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FOMO investing mistakes

Show date: Feb 04, 2017

Bob and Andy discuss three major investment mistakes we make with our portfolio when we have a “fear of missing out (FOMO).”

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Debunking 401(k) myths

Show date: Jan 28, 2017

Phil Reiff exposes 401(k) myths and action steps to take in order to avoid following them.

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First 100 Days of President Trump

Show date: Jan 21, 2017

Andy and Bob discuss changes to retirement programs happening in 2017 that listeners need to know about.

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Changes to Social Security and Medicare Benefits in 2017

Show date: Jan 14, 2017

Andy and Bob discuss changes to retirement benefits happening in 2017 that listeners need to know about.

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What to Learn From 2016’s Worst Advisor

Show date: Jan 07, 2017

John Bunch talks about one of the worst advisors of 2016 and what listeners can learn from how he mistreated his clients.

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A Look Forward and Backward

Show date: Dec 31, 2016

Andy and Bob review 2016 market activity and what listeners can learn from it.

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Top Financial Topics

Show date: Dec 24, 2016

Andy and Bob highlight some of the top interviews with their panel of experts.

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Understanding the Fed funds rate

Show date: Dec 17, 2016

Chris Bouffard talks about the Fed’s decision to raise interest rates and what it means for listeners.

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Figuring Out Financial Advice

Show date: Dec 10, 2016

John Bunch talks about how to tell the difference between good and bad financial advice and how to tell if you're being taken advantage of.

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Making Sense of Market Benchmarks

Show date: Dec 03, 2016

Bob and Andy talk about new market benchmarks and how to take them into consideration when reviewing your overall portfolio.

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Exploring Exchange-Traded Funds

Show date: Nov 26, 2016

Bob and Andy talk with Christopher Jones about exchange-traded funds and how they could fit into your portfolio.

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Managing Medicare Open Enrollment

Show date: Nov 19, 2016

Bob and Andy talk with an expert about how to get the Medicare coverage you need without paying more than you should.

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Preparing for Political Change

Show date: Nov 12, 2016

John Bunch discusses how investors can manage their reaction to upcoming political changes.

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The 411 on 401(k)s

Show date: Nov 05, 2016

Larry Raffone discusses how the 401(k) has evolved over the years and adjustments you can make to optimize your 401(k).

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Fiduciary Rule Follow-Up

Show date: Oct 29, 2016

Christopher Jones provides an update on the Department of Labor fiduciary rule, including the changes that it’s already brought about.

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Protecting Your Parents from Scams

Show date: Oct 22, 2016

John Bunch shares a story about an elder financial scam that hit close to home and talks about how listeners can help protect their parents.

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Minding the Markets

Show date: Oct 15, 2016

Chris Bouffard reflects on market activity so far this year and discusses what to expect in the remaining months of the year.

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Avoiding Emotional Investing

Show date: Oct 08, 2016

John Bunch, president of Financial Engines advisors, discusses ways to keep your emotions from getting in the way of investment decisions.

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Fixing Financial Illiteracy

Show date: Oct 01, 2016

60% of Americans have only a moderate to low financial literacy – find out here what steps we can take to change that.

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Presidential Election Primer

Show date: Sep 24, 2016

JT Taylor, chief political strategist of Hedgeye Potomac Research, provides a nonpartisan update on the presidential election campaign.

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All About the S and P 500 on Investing Sense

Show date: Sep 17, 2016

Andy and Bob talk with Christopher Jones about how the S 500 works, how it’s changing and why it may not be the best benchmark for you.

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Are You Ready For Your RMD?

Show date: Sep 10, 2016

In this week’s show, Andy and Bob talk with Denny Smith about the importance of having a strategy for spending in retirement.

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Starting Up Your 401(k)

Show date: Sep 03, 2016

Andy and Bob talk with Phil Reiff about how to get started with your 401(k) if you’re not currently enrolled or are beginning a new job.

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Making Heads or Tails of Bitcoin

Show date: Jul 22, 2016

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Making Heads or TAils of Bitcoin

Show date: Jul 22, 2016