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Investing Sense™

What happens when a CERTIFIED FINANCIAL PLANNER™ professional and an everyday investor sit down each week to talk about how to better understand today’s financial and retirement ... Read more

Ranked #1

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Beauty and the beast: Putting recent market fluctuations in perspective

Beauty and the beast: Putting recent market fluctuations in perspective

This year’s market feels different because last year’s was a “beauty.” But recently, the market has acted like a beast.... Read more

31 Mar 2018

Ranked #2

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Top Financial Topics

Top Financial Topics

In this week’s show, Andy and Bob highlight some of the top interviews with their panel of experts.

24 Dec 2016

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Ranked #3

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While the cat’s away, the mice will play: Andy’s back…and so is market motion.

While the cat’s away, the mice will play: Andy’s back…and so is market motion.

Andy may have been on vacation, but that doesn’t mean the market took any days off! Back from breathtaking Scotland, And... Read more

12 May 2018

Ranked #4

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Time is a flat circle: A positive outlook on the inter-connected global economy

Time is a flat circle: A positive outlook on the inter-connected global economy

Investing can be emotional, especially when there’s a non-stop flow of news stories that directly affect the markets. An... Read more

14 Apr 2018

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Ranked #5

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Figuring Out Financial Advice

Figuring Out Financial Advice

In this week’s show, John Bunch, president of Financial Engines Advisors L.L.C., talks about how to tell the difference ... Read more

10 Dec 2016

Ranked #6

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Mr. Smith (And Mr. Richards) goes to Washington, part II: Conversations from Capitol Hill

Mr. Smith (And Mr. Richards) goes to Washington, part II: Conversations from Capitol Hill

It’s important for investors to avoid emotional reactions to political headlines, but it’s helpful to stay informed of w... Read more

28 Apr 2018

Ranked #7

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Managing Medicare Open Enrollment

Managing Medicare Open Enrollment

In this week’s show, Bob and Andy talk with Philip Moeller, author and Fellow at the Center for Aging and Work at Boston... Read more

19 Nov 2016

Ranked #8

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Coming into bloom: Positive earnings propelling the market

Coming into bloom: Positive earnings propelling the market

Bob and Andy celebrate the men and women who serve because it’s Armed Forces Day in America! In the investing world, the... Read more

19 May 2018

Ranked #9

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Understanding the Fed funds rate

Understanding the Fed funds rate

In this week’s show, Chris Bouffard, managing director of the research center, talks about the Fed’s decision to raise i... Read more

17 Dec 2016

Ranked #10

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Changes to Social Security and Medicare Benefits in 2017

Changes to Social Security and Medicare Benefits in 2017

In this week’s show, Andy and Bob discuss changes to Social Security and Medicare benefits happening in 2017 that listen... Read more

14 Jan 2017

Ranked #11

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Ready to retire: Now what?

Ready to retire: Now what?

The goal of this show is to help hard-working Americans get to and through retirement. Due to the remarkable run of the ... Read more

21 Apr 2018

Ranked #12

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Changing of the Seasons: A listen back at the best of Investing Sense

Changing of the Seasons: A listen back at the best of Investing Sense

As the calendar turns from winter to springtime, take a listen to some of the best segments from Investing Sense in what... Read more

5 May 2018

Ranked #13

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What to Learn From 2016’s Worst Advisor

What to Learn From 2016’s Worst Advisor

In this week’s show, , John Bunch, president of Financial Engines Advisors L.L.C., talks about one of the worst advisors... Read more

7 Jan 2017

Ranked #14

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A Look Forward and Backward

A Look Forward and Backward

In this week’s show, Andy and Bob review 2016 market activity and what listeners can learn from it, parti... Read more

31 Dec 2016

Ranked #15

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Investors behaving badly: What is loss aversion anyway?

Investors behaving badly: What is loss aversion anyway?

ABob and Andy explore one of the ways that investors could be accidentally hurting themselves: loss aversion. Recalling... Read more

15 Sep 2018

Ranked #16

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Myth of the retirement fairy: Learning how to retire

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 l... Read more

8 Sep 2018

Ranked #17

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Ripe for recency bias: Don’t be a performance chaser!

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,... Read more

1 Sep 2018

Ranked #18

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Success leaves footprints: Navigating the journey to retirement

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 journ... Read more

25 Aug 2018

Ranked #19

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Motorhome on the mountain: A retirement success story

Motorhome on the mountain: A retirement success story

Investing Sense continues the series of interviewing recent retirees, sharing success stories and advice, both as celebr... Read more

18 Aug 2018

Ranked #20

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Inside the Beltway: Tax cuts 2.0 and the mid-term elections

Inside the Beltway: Tax cuts 2.0 and the mid-term elections

Our Washington D.C. insider JT Taylor returns as our special guest this week, with his straight-forward, unbiased approa... Read more

11 Aug 2018

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