Radio offer icon Click Here for a Special Offer in Your Area >>
Investing Sense Logo
Investing Sense Logo

Call Now! (888) 505-2276

Find a Financial Advisor in Your Area

Complimentary Financial Plan  •  Experienced Insight  •  Compare Services

  • Complimentary Financial Plan
  • Experienced Insight
  • Compare Services

Motorhome on the mountain: A retirement success story

Air Date: Aug 18, 2018

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.

radio show highlight icon Radio Show Highlights


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 retirement years.

Social Security solvency – The Social Security trust fund has been taking in more money than it’s been paying out since 1984, but this net surplus is forecast to stop around 2020, when even more baby boomers will start claiming benefits. Should those near retirement be worried? And what can you do RIGHT NOW to help plan for it?

LIVE portfolio review – Terry has done a good job of saving, investing, and diversifying across asset classes, but also subscribes to what is called the “3-bucket” approach. Andy is not a fan of this investing “rule-of-thumb” because it’s outdated in today’s complex, volatile, and uncertain world. Take a listen to hear Andy’s alternative suggestion for Terry’s situation.

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. Bill also looks at the current buzz coming from Turkey and Argentina, and the risk that comes from investing in these “emerging” markets. As always, follow along with Bill’s charts below!

Bill Tracy's Chart Pack

Download or subscribe: Get it on itunes badge RSS feed button

headphone iconRecent Shows

Listen now or download a podcast of the latest shows.

Checkout recent shows ⟩⟩

microphone iconMeet the Show Hosts

Hosts Andy Smith and Bob Richards join forces to help investors make sense of their financial future.

Read more about our hosts ⟩⟩

radio station iconFind a Station

Select a state to see stations and show times in your area.

Find your local station ⟩⟩

Corporate Headquarters 1050 Enterprise Way, 3rd Floor Sunnyvale, CA 94089 | (888) 505-2276 | About | Workplace | Legal Information | Investors

Important Information

By entering your phone number above, you are consenting to receive calls regarding our products and services from Financial Engines, and these calls may use an automatic dialling system or a prerecorded voice to deliver messages. This agreement is not a condition to proceed forward.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

*Methodology: InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

*This is a partial listing of Financial Engines’ customers as of December 31, 2016. These companies have consented to disclosure of their relationships with Financial Engines. This does not constitute an endorsement or approval of the advisory service provided. Third-party marks appearing on this site are the property of their respective owners.

CPY18141

©1998-2020 Financial Engines, LLC. All rights reserved. Financial Engines® is a registered trademark of Financial Engines, LLC. All advisory services are provided by Financial Engines Advisors LLC. or its affiliate(s). Financial Engines does not guarantee results and past performance is no guarantee of future results.

See https://financialengines.com/legal-information for patent information.