Investing Sense

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Episodes

Age gap, longevity, and retirement – St. Louis area Financial Engines advisor Jeff Klever shares the story of Bill and Edith, a couple with a drastic age difference, and how he was able to help them better prepare for retirement, especially given the fact

Age gap, longevity, and retirement – St. Louis area Financial Engines advisor Jeff Klever shares the story of Bill and Edith, a couple with a drastic age difference, and how he was able to help them better prepare for retirement, especially given the fact

The Senior Nomads, part 2: Re-writing the rules of retirement – Rather than settle down in retirement as most people do, Michael and Debbie decided to uproot themselves and travel the world. Our producer Chris continues his conversation with this fascinat

The Senior Nomads, part 2: Re-writing the rules of retirement – Rather than settle down in retirement as most people do, Michael and Debbie decided to uproot themselves and travel the world. Our producer Chris continues his conversation with this fascinat

LIVE Portfolio Review – This week’s review is for David, who would like to start building a retirement portfolio, but is worried about entering the market due to volatility. Andy provides some advice on keeping recent volatility in context over a long tim

LIVE Portfolio Review – This week’s review is for David, who would like to start building a retirement portfolio, but is worried about entering the market due to volatility. Andy provides some advice on keeping recent volatility in context over a long tim

Ask Andy: Hybrid Retirement Income Annuities – Due to the market pullback and uptick in volatility lately, it seems like insurance companies can smell fear and are trying to capitalize on it with high cost products. John from Illinois calls the show curio

Ask Andy: Hybrid Retirement Income Annuities – Due to the market pullback and uptick in volatility lately, it seems like insurance companies can smell fear and are trying to capitalize on it with high cost products. John from Illinois calls the show curio

Ask Andy: Robo-advisors? – Listening from Louisiana, Shawn calls in to ask about Robo-advisors. Bob tells a story about his friend who made a surprising discovery about his Robo-advisor during the recent market meltdown. Andy explains the importance of th

Ask Andy: Robo-advisors? – Listening from Louisiana, Shawn calls in to ask about Robo-advisors. Bob tells a story about his friend who made a surprising discovery about his Robo-advisor during the recent market meltdown. Andy explains the importance of th

Full Interview: Don Luskin – Andy’s been urging listeners to keep an eye on interest rates for the past few months. We’re lucky to be joined again by Chief Investment Officer at Trend Macrolytics and friend of the show, Don Luskin, to take a deep dive int

Full Interview: Don Luskin – Andy’s been urging listeners to keep an eye on interest rates for the past few months. We’re lucky to be joined again by Chief Investment Officer at Trend Macrolytics and friend of the show, Don Luskin, to take a deep dive int

First, do no harm – Lost in the mix of market performance, full implementation of the fiduciary rule is delayed until 2019 under President Trump. Though the stock market applauds deregulation in the business world, this is one regulation that keeps people

First, do no harm – Lost in the mix of market performance, full implementation of the fiduciary rule is delayed until 2019 under President Trump. Though the stock market applauds deregulation in the business world, this is one regulation that keeps people

Deep dive into the new tax cuts – For individual investors, the new tax code could add another layer of complexity in an already complex world. But what does the new tax code mean for the market, economy, and jobs? Listen to insights from Bill Miller and

Deep dive into the new tax cuts – For individual investors, the new tax code could add another layer of complexity in an already complex world. But what does the new tax code mean for the market, economy, and jobs? Listen to insights from Bill Miller and

Full Interview: Deacon Hayes – Deacon Hayes, author of the new book “You CAN Retire Early,” talks about how it IS possible for nearly anyone to retire early. What does that look like and what steps can you take now to reach this goal?

Full Interview: Deacon Hayes – Deacon Hayes, author of the new book “You CAN Retire Early,” talks about how it IS possible for nearly anyone to retire early. What does that look like and what steps can you take now to reach this goal?

The “I” word: Inflation – Inflation is one of the risks that can disrupt your financial future and delay your dreams and it can be stealth-like. Andy gives a real-life example of this “silent killer,” and Bob asks the important question: Where are we righ

The “I” word: Inflation – Inflation is one of the risks that can disrupt your financial future and delay your dreams and it can be stealth-like. Andy gives a real-life example of this “silent killer,” and Bob asks the important question: Where are we righ

The million-dollar question – Bob asks a doozie of a question: How long will $1 million actually last in retirement? The answer, of course, depends on location. Andy breaks down the most and least affordable retirement destinations, plus he explains how “

The million-dollar question – Bob asks a doozie of a question: How long will $1 million actually last in retirement? The answer, of course, depends on location. Andy breaks down the most and least affordable retirement destinations, plus he explains how “

‘Twas The Night Before Christmas – Andy shares a special end-of-year holiday poem…with a twist! From all of us at Financial Engines Investing Sense, we wish you a very merry Christmas, and a happy, healthy, and prosperous 2018!

‘Twas The Night Before Christmas – Andy shares a special end-of-year holiday poem…with a twist! From all of us at Financial Engines Investing Sense, we wish you a very merry Christmas, and a happy, healthy, and prosperous 2018!

‘Tis the season… to beware of charity scams! – It’s no surprise the holidays are the busiest time of year for charitable donations. But unfortunately, whenever big money is changing hands, you can be sure that scammers are trying to get a cut. Andy gives

‘Tis the season… to beware of charity scams! – It’s no surprise the holidays are the busiest time of year for charitable donations. But unfortunately, whenever big money is changing hands, you can be sure that scammers are trying to get a cut. Andy gives

Make a list; check it twice: Andy’s holiday tips on avoiding credit card debt – It’s the busiest of all shopping seasons, and unfortunately, many Americans dive head-first into debt just to pay for holiday gifts. Andy plays Santa and gifts you with tips a

Make a list; check it twice: Andy’s holiday tips on avoiding credit card debt – It’s the busiest of all shopping seasons, and unfortunately, many Americans dive head-first into debt just to pay for holiday gifts. Andy plays Santa and gifts you with tips a

How to get a raise at work! – One of the big contributors to the current retirement crises is income inequality and stagnating wages, but one simple solution is often overlooked: getting a raise at work. Luckily, Andy has an easy hack that millions of wor

How to get a raise at work! – One of the big contributors to the current retirement crises is income inequality and stagnating wages, but one simple solution is often overlooked: getting a raise at work. Luckily, Andy has an easy hack that millions of wor

Free Fallin’ estate plans – Usually, when a celebrity dies, you hear details about how they screwed up estate plans, but it’s been a couple months since Tom Petty’s passing, and it seems like he planned well. Whether you have $500 or $5 million, everyone

Free Fallin’ estate plans – Usually, when a celebrity dies, you hear details about how they screwed up estate plans, but it’s been a couple months since Tom Petty’s passing, and it seems like he planned well. Whether you have $500 or $5 million, everyone

Not your grandpa’s account statement – Deciphering financial fees isn’t easy and some brokers go out of their way to confuse you on how much you’re paying. Andy and Bob tell you the one word you need to lookout for on your account statements and why it’s

Not your grandpa’s account statement – Deciphering financial fees isn’t easy and some brokers go out of their way to confuse you on how much you’re paying. Andy and Bob tell you the one word you need to lookout for on your account statements and why it’s

Interview with Bonnie Moore – Special guest Bonnie Moore joins to show to talk about the idea behind her website, the Golden Girls Network, and the benefits and challenges that come with single retirees living as roommates. Bonnie also shares advice on ho

Interview with Bonnie Moore – Special guest Bonnie Moore joins to show to talk about the idea behind her website, the Golden Girls Network, and the benefits and challenges that come with single retirees living as roommates. Bonnie also shares advice on ho

Are you just a food source for your advisor? – What should you do if your financial advisor hasn’t returned your calls in 18 months? Worse yet, what if your advisor is dishonest about being a fiduciary? Andy helps a listener with these problems and provid

Are you just a food source for your advisor? – What should you do if your financial advisor hasn’t returned your calls in 18 months? Worse yet, what if your advisor is dishonest about being a fiduciary? Andy helps a listener with these problems and provid

Free Fallin’ estate plans – Usually, when a celebrity dies, you hear details about how they screwed up estate plans, but it’s been almost a month since Tom Petty’s passing, and it seems like he planned well. Whether you have $500 or $5 million, everyone n

Free Fallin’ estate plans – Usually, when a celebrity dies, you hear details about how they screwed up estate plans, but it’s been almost a month since Tom Petty’s passing, and it seems like he planned well. Whether you have $500 or $5 million, everyone n