The Tale of Two Funds

FromInvesting Sense™

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The Tale of Two Funds

FromInvesting Sense™

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Length:

20 minutes

Released:

Feb 25, 2017

Format:

Podcast episode

Description

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!

Released:

Feb 25, 2017

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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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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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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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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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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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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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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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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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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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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Happy 1st Anniversary to Investing Sense!: Investing Sense has been on the air for a whole year! To celebrate, Andy and Bob share a look at the past year’s clickbait headlines. Plus, wealth psychologist Kathleen Burns Kingsbury joins the guys to talk about financial infidelity. 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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All About the S and P 500 on Investing Sense: Andy and Bob talk with Christopher Jones about how the S 500 works, how it’s changing and why it may not be the best benchmark for you. 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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Preparing for Political Change: John Bunch discusses how investors can manage their reaction to upcoming political changes. 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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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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Top Financial Topics: Andy and Bob highlight some of the top interviews with their panel of experts. by Investing Sense™
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Coin Flip: Making Heads or Tails of Bitcoin: Bitcoin is growing all the more popular these days, including a photo bomb during Janet Yellen’s appearance before congress last week! The guys take calls about this trendy cryptocurrency: What’s the best way to invest? What are the tax implications when making bitcoins? What does the future look like? Plus, a portfolio review with a young investor who may be guilty of survivorship bias. by Investing Sense™
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A Look Forward and Backward: Andy and Bob review 2016 market activity and what listeners can learn from it. 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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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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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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When is your age NOT your age?: Your “biological age” is NOT necessarily the same as your “chronological age”, and this difference can have a huge effect on your retirement plan! Plus, Andy dives into some economic indicators for springtime. 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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Don't Be an April Fool!: Want 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. by Investing Sense™
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A New Hope vs. A New Plan: The average cost of retirement is 2.5 times the cost of your house, or 9 times the cost of college! How can one rely on more than hope to reach their retirement goals? Plus, Andy gives some insight on the biggest threat to retirement plans. 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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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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Really Expensive Pizza: The Rise of Cryptocurrencies: 10,000 bitcoins paid for two pizzas in 2010 would be worth $20 million today. Bob and Andy take a look at the cryptocurrency bull market, and whether or not it is a bubble ready to burst. Also, Andy speaks to a caller about the DOL fiduciary rule, and the impact it could have on retirement savers. by Investing Sense™
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Wizard of Lies: A Look Back at the Bernie Madoff Story: Happy Memorial Day Weekend! John Bunch shares the personal impact and lessons to be learned from the Bernie Madoff story. Also, expert organizer and TV personality Peter Walsh talks about decluttering our homes, and downsizing for retirement. Plus, a special DOUBLE portfolio review! 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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The Tale of Two Funds

The Tale of Two Funds

Description

Titles in the series (100)

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