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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

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The more things change, the more they stay the same: How to adapt, protect, and preserve your retirement savings.

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 famili... Read more

20 Oct 2018

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All eyes on Capitol Hill: What's next from Washington?

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 Tayl... Read more

13 Oct 2018

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Climbing the charts: Barron's financial advisor rankings

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... Read more

5 Oct 2018

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I’d like to buy the world a COLA: Social Security’s annual Cost of Living Adjustment

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 footba... Read more

29 Sep 2018

Most Popular Podcasts

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Where there is uncertainty, there is opportunity!

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 n... Read more

22 Sep 2018

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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

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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

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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

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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

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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

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