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!
82. From the Feed (BBBY, the Cramer Disclaimer and is Ariana Grande your beneficiary?)
This week, Bill and Andrew discuss the hotshot college kid that made $110MM on a Bed Bath and Beyond trade, Jim Cramer's track record and how your brain hears his bells and whistles, and lastly another lesson in how to line up your beneficiaries correctly. Hint: celebrities won't get your IRA.
81. From The Feed (Time To Check Your Financial Plan)
Description: High inflation and low returns have created the perfect storm for new retirees. This week Andrew and Bill look at the math of retiring into a bear market and how they think about the 60/40 portfolio model and give you the insights most “experts” miss. Take a look at this week’s articles below:
80. Media, Money & Misinformation
In today’s episode, Bill and Andrew dissect a media clip as an example of how what you’re hearing “by the numbers” may be just tugging at your emotions. Math, people!
79. From The Feed (Are We Ready To Say The "R" Word?)
Last week, when the latest U.S. GDP numbers were announced, talk about the dreaded R-word — recession — got a little louder. Regardless of the “are we or aren’t we” discussion, you may be feeling the pressure of economic forces. Today Andrew & Bill discuss articles published recently which will help you navigate the current economy regardless of whether you're ready to use the "R Word" or not.
Are We Ready to Start Saying the R-Word? (Bloomberg)
3 Ways the Fed’s Interest Rate Increases Affect You (Barron's)
Investors need to stay away from the herd to outperform (Financial Times)
How to Ride Out a Murky Economy (New York Times)
78. From The Feed (Markets Suck, Now Do Something About It)
Is 2022 over yet? That’s what most investors have been asking themselves. In this week’s From the Feed episode, Andrew and Bill get tough and address the MOST pressing issues facing the average Americans today and offer practical steps to address, overcome and not just survive but thrive in today’s economy.
77. The Investment Club
There are two rules in the Investment Club...let's talk about them! Today we discuss an outdated, but still viable, way to invest your money and socialize while you are doing it.
76. Bear Markets and Recessions: the Blame and the Remedy
The Blame, The Tipping Point and The Remedy. In today's episode, Bill and Andrew discuss the recent market volatility, and jumping in and out of a bear market. Whose fault is it? Where are we in the cycle? Most importantly, how do we adjust for it? Listen for answers, comment for input!
75. From The Feed (Bear Markets)
This week in From the Feed, Andrew & Bill discuss articles written about "Bear Markets" and their impact on investments, retirement & taxes.
(New York Times) Bear Markets and Recessions Happen More Often Than You Think
(Barrons) Why Retiring This Year Could Be a ‘Worst-Case’ Scenario
(The Economist) Americans are saving less than at any point since the financial crisis
(Financial Times) Time to cut your stock market losses — or not?
(Forbes) How Dangerous Is The Bear Market?
(Bloomberg) How to Use Your Losing Stock Positions to Lower Your Tax Bill
74. Trading vs Investing
Are you a Daytrader? A Scalp Trader? Or are you an Investor? Today Bill and Andrew will help you realize what you are really doing with your money and how to do better!
READY TO TAKE THE NEXT STEP
Care to see how WIS Advisors can help with your financial strategy?
Schedule a complimentary phone call directly on our calendar!