Should old acquaintance be forgot? A look back at the best of the Investing Sense year!
Air Date: Dec 30, 2017
Happy New Year from Investing Sense! As we look forward to 2018, it’s always a good idea to look back and reminisce about where we’ve been. Listen along with Andy and Bob as they re-visit some of the best ideas, interviews, and insights of 2017!
Radio Show Highlights
The four-minute-mile and your retirement – Special guest Deacon Hayes, author of the new book “You Can Retire Early,” says that it IS possible for nearly anyone to retire early. What does that look like, and what can you do now to achieve this goal?
Full interview: Dan Ariely – It seems that just like human nature, our relationship with money never changes. And this relationship with something as intangible and abstract as money can often lead to behaviors that get in the way of retirement and other financial goals. Special guest Dan Ariely shares his expertise and explains how to make your savings more tangible, observable, and manageable.
Meet Me in Margaritaville – Jimmy Buffett announced plans for developing branded retirement communities. A real-life Margaritaville! As retirees are more mobile than ever, Andy gives some tips to consider when thinking outside-the-box about WHERE to retire.
The million-dollar question – Bob asks a doozie of a question: How long will $1 million actually last in retirement? The answer, of course, depends on location. Andy breaks down the most and least affordable retirement destinations, plus he explains how “cost of living” can greatly affect your retirement.
Download or subscribe:
Listen now or download a podcast of the latest shows.
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.