Informações:
Sinopse
What happens when a CERTIFIED FINANCIAL PLANNER professional and an everyday investor sit down each week to talk about how to better understand todays financial and retirement landscape? Investing Sense!
Episódios
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Friends Don't Let Friends Time the Market
08/04/2017The 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!
01/04/2017Want 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
25/03/2017Some 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
18/03/2017A 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
11/03/2017To 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
04/03/2017Special 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
25/02/2017Andy 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
18/02/2017In this week’s show, Andy and Bob talk with financial expert Chris Bouffard 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
11/02/2017In this week’s show, Andy and Bob discuss the recent memorandum issued by President Trump asking for a re-examination of the conflict of interest/fiduciary rule – and what it really means for the everyday investor. Spoiler alert: it’s not as big of a deal as the media is making it out to be, especially for current Financial Engines clients.
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FOMO investing mistakes
04/02/2017In this week’s show, 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
28/01/2017Phil 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
21/01/2017Andy and Bob talk with JT Taylor, chief political strategist of Hedgeye Potomac Research, about President Trump’s first 100 days in office and the impact they could have on retirement plans such as Social Security and Medicare.
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Changes to Social Security and Medicare Benefits in 2017
14/01/2017In this week’s show, Andy and Bob discuss changes to Social Security and Medicare benefits happening in 2017 that listeners need to know about.
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What to Learn From 2016’s Worst Advisor
07/01/2017In this week’s show, , John Bunch, president of Financial Engines Advisors L.L.C., 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
31/12/2016In this week’s show, Andy and Bob review 2016 market activity and what listeners can learn from it, particularly in light of non-stop media reaction to the markets’ ups and downs.
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Top Financial Topics
24/12/2016In this week’s show, Andy and Bob highlight some of the top interviews with their panel of experts.
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Understanding the Fed funds rate
17/12/2016In this week’s show, Chris Bouffard, managing director of the research center, talks about the Fed’s decision to raise interest rates and what it means for listeners, especially when it comes to their 401(k)s and IRAs.
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Figuring Out Financial Advice
10/12/2016In this week’s show, John Bunch, president of Financial Engines Advisors L.L.C., talks about how to tell the difference between good and bad financial advice and how to tell if an advisor is taking advantage of you.
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Managing Medicare Open Enrollment
19/11/2016In this week’s show, Bob and Andy talk with Philip Moeller, author and Fellow at the Center for Aging and Work at Boston College, about how to get the Medicare coverage you need without paying more than you should as you work through this year’s Medicare open enrollment period.
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Preparing for Political Change
12/11/2016In this week’s show, John Bunch, president of Financial Engines Advisors, discusses how investors can manage their reaction to upcoming political changes, including how to avoid making tempting but ultimately dangerous decisions.