Investing Sense™ Podcast
1) The more things change, the more they stay the same: How to adapt, protect, and preserve your retirement savings.
As soon as we got used to all-time highs in the markets almost every single week, now we’re once again fighting a familiar foe: market volatility. Bob and Andy discuss the always-changing market cond...Show More
2) All eyes on Capitol Hill: What's next from Washington?
Today’s show is full of in-depth conversations as two of our favorite guests stop by! First, Andy sits down with JT Taylor, who gives his unfiltered, insider’s perspective on the world of politics, in...Show More
3) Climbing the charts: Barron's financial advisor rankings
The Barron’s list of the top independent financial advisors was recently released, and there’s a familiar name that made its debut ranking! Bob and Andy talk about how the growth of this list mirrors...Show More
4) I’d like to buy the world a COLA: Social Security’s annual Cost of Living Adjustment
As autumn colors unfold and the calendar flips to October, many people look forward to upcoming holidays, college football and the World Series, or simpler pleasures like cooler weather. Buried in th...Show More
5) Where there is uncertainty, there is opportunity!
The markets are moving fast, surging to new all-time highs again this week. But uncertainty is also on the rise, with news about interest rate hikes, talks about trade wars, and so many other politic...Show More
6) Investors behaving badly: What is loss aversion anyway?
Bob and Andy explore one of the ways that investors could be accidentally hurting themselves: loss aversion. Recalling their conversation with Dan Ariely, a leading expert on psychology and finance, ...Show More
7) Myth of the retirement fairy: Learning how to retire
Andy continues his series of talking with recent retirees about achieving the goal of retirement. Today, Bob, who is a long-time family friend, opens up and shares some of the hardest lessons he learn...Show More
8) Ripe for recency bias: Don’t be a performance chaser!
Happy Labor Day weekend! Small cap stocks have been leading the way over the summer, rising just like the temperatures, and once again reaching all-time highs. Strong runs like these are ripe for re...Show More
9) Success leaves footprints: Navigating the journey to retirement
Andy continues his series of sitting down with friends who have recently retired, sharing how they navigated their journey and what they’ve learned along the way. These conversations fit right in wit...Show More
10) Motorhome on the mountain: A retirement success story
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 ther...Show More