Fixing Financial Illiteracy

FromInvesting Sense™

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Fixing Financial Illiteracy

FromInvesting Sense™

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Length:

20 minutes

Released:

Oct 1, 2016

Format:

Podcast episode

Description

In this week’s show, Larry Raffone, president and chief executive officer of Financial Engines, provides insight into the recent Financial

Industry Regulatory Authority study that found that 60% of Americans have only a moderate to low financial literacy – and what steps we can take to change

that.

Released:

Oct 1, 2016

Format:

Podcast episode

Titles in the series (100)

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!

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Are You Ready For Your RMD?: In this week’s show, Andy and Bob talk with Denny Smith about the importance of having a strategy for spending in retirement. by Investing Sense™
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Avoiding Emotional Investing: John Bunch, president of Financial Engines advisors, discusses ways to keep your emotions from getting in the way of investment decisions. by Investing Sense™
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What to Learn From 2016’s Worst Advisor: John Bunch talks about one of the worst advisors of 2016 and what listeners can learn from how he mistreated his clients. by Investing Sense™
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Trump’s impact on markets: Andy and Bob talk about the impact President Trump has been having on markets, particularly through his messages on Twitter, and what it means for everyday investors. by Investing Sense™
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The 411 on 401(k)s: Larry Raffone discusses how the 401(k) has evolved over the years and adjustments you can make to optimize your 401(k). by Investing Sense™
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Starting Up Your 401(k): Andy and Bob talk with Phil Reiff about how to get started with your 401(k) if you’re not currently enrolled or are beginning a new job. by Investing Sense™
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Managing Medicare Open Enrollment: Bob and Andy talk with an expert about how to get the Medicare coverage you need without paying more than you should. by Investing Sense™
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Presidential Election Primer: JT Taylor, chief political strategist of Hedgeye Potomac Research, provides a nonpartisan update on the presidential election campaign. by Investing Sense™
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Top Financial Topics: Andy and Bob highlight some of the top interviews with their panel of experts. by Investing Sense™
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FOMO investing mistakes: Bob and Andy discuss three major investment mistakes we make with our portfolio when we have a “fear of missing out (FOMO).” by Investing Sense™
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Figuring Out Financial Advice: John Bunch talks about how to tell the difference between good and bad financial advice and how to tell if you're being taken advantage of. by Investing Sense™
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Understanding the Fed funds rate: Chris Bouffard talks about the Fed’s decision to raise interest rates and what it means for listeners. by Investing Sense™
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Preparing for Political Change: John Bunch discusses how investors can manage their reaction to upcoming political changes. by Investing Sense™
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Minding the Markets: Chris Bouffard reflects on market activity so far this year and discusses what to expect in the remaining months of the year. by Investing Sense™
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First 100 Days of President Trump: Andy and Bob discuss changes to retirement programs happening in 2017 that listeners need to know about. by Investing Sense™
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Debunking 401(k) myths: Phil Reiff exposes 401(k) myths and action steps to take in order to avoid following them. by Investing Sense™
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What Trump’s fiduciary memo really means: Andy and Bob discuss the recent memorandum issued by President Trump asking for a re-examination of the conflict of interest/fiduciary rule. by Investing Sense™
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The Tale of Two Funds: Andy 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! by Investing Sense™
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Fixing Financial Illiteracy: 60% of Americans have only a moderate to low financial literacy – find out here what steps we can take to change that. by Investing Sense™
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Fiduciary Rule Follow-Up: Christopher Jones provides an update on the Department of Labor fiduciary rule, including the changes that it’s already brought about. by Investing Sense™
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Friends Don't Let Friends Time the Market: The 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. by Investing Sense™
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Changes to Social Security and Medicare Benefits in 2017: Andy and Bob discuss changes to retirement benefits happening in 2017 that listeners need to know about. by Investing Sense™
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The Pension Tsunami: Some 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! by Investing Sense™
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Not So Simple: The Misuse of Target-Date Funds: Special 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. by Investing Sense™
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Politics, Pensions, Portfolio Reviews...and the Playoffs!: As the dog days of summer get underway, the guys examine the latest dominant storylines: Uncertainty in politics, another look at the state of pension plans, as well as a peek at the NBA playoffs and what financial lessons we can learn from athletes. Plus, research economist Dr. Geoffrey T. Sanzenbacher talks about the benefits of a late-career job switch. by Investing Sense™
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No Pain, No Gain: Happy 8th Anniversary to the Bull Market: To 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. by Investing Sense™
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Time Keeps on Slippin': A Mid-Year Market Review: At the halfway point of 2017, Andy takes a look at market performance over the past six months. Also, Bob gets excited about retiring in Margaritaville, as guest Mike Belmont, president of Minto Communities USA, talks about these unique retirement communities. by Investing Sense™
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High Times and Smokin' Stocks: Investing in marijuana stocks is a blazing hot topic. Bob and Andy dive into this controversial emerging industry and discuss whether it’s a valid investment opportunity or just blowing smoke. Also, a look at Trump’s first 100 days and his just-released tax plan. by Investing Sense™
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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 recency bias, as it’s tempting for investors to only look at the most recent past when considering an investment. Bob and Andy break down why it’s all about diversification and asset allocation! Also, special guests Rick and Joyce sit down with Andy to share their story about achieving retirement. by Investing Sense™
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Fixing Financial Illiteracy

Fixing Financial Illiteracy

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Titles in the series (100)

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