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DOLLAR$ & SENSIBILITIES

PODCAST SHOW

DOLLAR$ & SENSIBILITIES

Andrew “Money” Martz and “Dollar” Bill McBride discuss the numbers, concepts, and behaviors that shape your financial life.

As financial advisors, they helped thousands of individuals and businesses better their financial futures. Now they open these discussions to you, the listener, and share the many things they have learned about, of course, how to be sensible about your dollars!

99. The New Travel Rules

Traveling in 2023 is coming with a lot more cost. This week Bill and Andrew discuss the Do’s and Don’ts of mixing personal & professional travel along with the new landscape for corporate travelers. Tune in and find out if rewards points still matter!!

98. The Annual Review

It's tax deadline time! This week Bill and Andrew review this year's tax deadlines, but equally as important is the opportunity to review your portfolio. We tell you what to look for as it relates to your taxes and how to rebalance your portfolio like a pro.

97. Calculated Risk & Dumb Luck

Luck and Risk are two different sides of the same coin. This week Bill and Andrew talk about the role of luck in success, why the year you were born matters, and the importance of holistic financial planning. Don’t underestimate the power of things you can control!

96. Popular Investing

If your friends were all jumping off a bridge, would you do it? This age-old parental inquiry was never so useful as it is in the mindset of an investor. Join Bill and Andrew today as they discuss what the most popular investments are and what you should really be doing with your money instead of following the "Cool Kids" that are jumping off bridges!

95. Overcoming Financial Frustration & Revenge Spending

Self sabotaging behavior is one of the major causes for not meeting individual financial goals. The effects of a weekend splurge spending spree can last for years. This week Andrew and Bill discuss how consumer behavior patterns have changed as a result of the pandemic and how you can avoid common pitfalls and make your financial dreams a reality.

94. Perspective

In this week's episode, Bill and Andrew discuss the simple concept of "Perspective" and how it applies to your finances. Do you ever see something on TV or social media and think "Why isn't that me?" Well, it might be you already...with the right perspective! Listen in and learn how you might be doing better than you think with your portfolio, your income and your life!

93. You Say You Want a Resolution?!

It’s that time of year again. Set new goals, learn new skills, and lose weight. We all make mental resets this time of year, and in today’s episode, Andrew and Bill discuss the five resolutions that can set up your 2023 financial plan and reveal the research on whether the New Year's resolution even works.

92. 2022, A Tale of Three Indices

That’s a wrap on another year of Dollars and Sensibilities and on the eve of a New Year, Bill and Andrew review the markets, their returns, and the sectors that performed the best/worst. The real story is in the difference between the three major indices, The Dow, the S&P 500 and the Nasdaq. Be sure to listen until the end to hear all the year-end results!

91. The 2022 Crypto Update

2022 has been tough for investors, especially those who invest in cryptocurrency. The recent collapse of the cryptocurrency trading platform FTX has sent the markets into a tailspin. This week Andrew and Bill discuss FTX, the crypto markets, and how investors can better understand what it means for their portfolio.

Forbes - Crypto Crash 2022: Not Your Keys, Not Your Crypto

Forbes - FTX Debacle: Is There Anyway To Calm Crypto Investors Down?

WSJ - How Crypto’s Collapse May Have Done the Economy a Favor

 

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