Radio offer icon 976473bdf01147d253d7a34f0c5def24d49afb7fafbb631113cfb9fa978fa8bf Click Here for a Special Offer in Your Area >>
Investing Sense Logo
Investing Sense Logo

Call Now! (888) 833-8637

Find a Top Financial Advisor in Your Area

Complimentary Financial Plan  •  Expert Insight  •  Compare Services

  • Complimentary Financial Plan
  • Expert Insight
  • Compare Services

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

Air 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!


radio show highlight icon Radio Show Highlights


Wizard of Lies - A new TV movie about Bernie Madoff 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.

Letting Go of “Stuff” – Expert organizer, author, and TV personality Peter Walsh joined the show to talk about downsizing, decluttering, and how emotional attachments to “stuff”, whether it be family heirlooms or even investments, can hold us back. Listen to the full interview here.

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!

Exceptions to 10% Penalty on Early IRA Distributions

Click here to see the resource Andy talked about when discussing early withdrawals from an IRA

By clicking this link, you will be leaving InvestingSense.com for a web site that is unaffiliated with Financial Engines. Financial Engines has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.

Thrift Savings Plan (TSP) Report

TSP Funds and Allocations

Click here to check out the TSP funds and allocations Andy talked about during the Portfolio Review!

By clicking this link, you will be leaving InvestingSense.com for a web site that is unaffiliated with Financial Engines. Financial Engines has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content.

20 Years of Amazon.com (AMZN)

Source: Stockcharts.com. Index returns are provided as a benchmark and are not illustrative of any particular investment. An investment cannot be made in an index. Index returns are calculated as a total return with dividends and capital gains reinvested, unless otherwise noted.

Jakob Fugger’s 7 Steps to Becoming a Billionaire

1. Invest when others fear - have some cash reserves and when stocks drop, take advantage

2. Become indispensable to your employer or customers - find something only you can to add value

3. Fugger created world’s first news service. Find and apply good information – it’s easier than ever to find investing information on the Internet

4. Know the numbers - Fugger was among first to apply double-entry bookkeeping invented in Italy; check your financial situation on a regular basis: quarterly or annually

5. Educate yourself - Fugger was mentored in Venice, the business capital of his time; learn from a professional financial advisor who’s a fiduciary

6. Keep your cool - never mix emotions with money

7. Give something back - Fugger created world’s first affordable housing; If you’re in the position, give something back because you’ll be amazed at how it feels

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