109 episodes

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 landscape? Investing Sense!
Every Saturday, Investing Sense hosts Andy Smith and Bob Richards each bring a different perspective as they talk about the financial and retirement topics that are on your mind – whether it’s your 401(k), managing investments and taxes for your IRA, dealing with market ups and downs or bouncing back from life’s curveballs.
Joining Andy and Bob each week are our industry experts and influencers who help break down what you need to know when it comes to your 401(k), the markets and economy, retirement income sources and avoiding financial advice that’s not in your best interests.

Investing Sense™ Investing Sense™

    • Investing
    • 3.7, 87 Ratings

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 landscape? Investing Sense!
Every Saturday, Investing Sense hosts Andy Smith and Bob Richards each bring a different perspective as they talk about the financial and retirement topics that are on your mind – whether it’s your 401(k), managing investments and taxes for your IRA, dealing with market ups and downs or bouncing back from life’s curveballs.
Joining Andy and Bob each week are our industry experts and influencers who help break down what you need to know when it comes to your 401(k), the markets and economy, retirement income sources and avoiding financial advice that’s not in your best interests.

    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 familiar foe: market volatility. Bob and Andy discuss the always-changing market conditions, and the importance of having a personalized, long-term financial plan. The one thing that’s still the same, however, is this can’t happen until you simply get started, and they offer a way for you to do that RIGHT now!

    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 Taylor, who gives his unfiltered, insider’s perspective on the world of politics, including the after effect of the Kavanaugh hearing and the midterm elections. Then, Don Luskin joins in, to discuss his unique perspective on interest rates, the trade wars, and more!

    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 its debut ranking! Bob and Andy talk about how the growth of this list mirrors the growth and changes in the industry and how it’s good news for investors and clients. Also, Don Luskin joins the show to give his valuable perspective and insights on the current big stories in the financial world, including the latest on the Fed and interest rates.

    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 football and the World Series, or simpler pleasures like cooler weather. Buried in the busyness of the season is an important announcement from the Social Security Administration: the annual Cost of Living Adjustment. It’s estimated to be the largest increase in recent years, so Bob and Andy take a look at how it could impact retirees. Plus, Bill Tracy is in-studio to talk about the rate hike, and his outlook on the 4th quarter.

    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 news about interest rate hikes, talks about trade wars, and so many other political and social issues heating up. So, how can smart investors turn these variables into opportunities? Bob and Andy have an easy course of action to take RIGHT now, to get much-needed clarity and focus.

    Investors behaving badly: What is loss aversion anyway?

    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, this is just one example of irrational investor behavior. Plus, a caller asks a frustrated, yet important question: Why pay fees for bad investment advice?

Customer Reviews

3.7 out of 5
87 Ratings

87 Ratings

BJ$$ ,

Used to be much better

This show has turned into a 40 minute infomercial. They used to give very helpful and useful advice for comparing specific mutual funds. They are re-playing several clips (multiple times) from past shows trying to make them sound like the person just called, which gives the hosts the opportunity to discuss their controlled advertising agenda. I liked the original show format with Andy and his dad Denny, interacting and giving actual real time real life advice. In 2018 I feel too much time is spent on discussing politics and other useless info that has nothing to do with investment strategy. The recent interviews with people just retiring had very little applicable substance. I don't hate the show, but if you're seeking useful investment advice, this one has become a waste of time.

Bwb5900 ,

Good show but needs more content and less personal advertising

Decent investing advice. Don’t understand why only one host isn’t an investment advisor. Doesn’t make sense. They do seem to offer unbiased advice but they do push a lot of advertising for their advisory firm. Which wouldn’t matter if they weren’t biased against certain financial products or types of advisor, think stock brokers and insurance products. I’ve noticed a lot of episodes have repeated segments from previous episodes. Sounds very repetitive. More original content would be great.

Gdb&&@ ,

There are better

This could be better if they did not cut things out and tell you that if you want to hear the rest go to their website.

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