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!
87. All The Reasons NOT to Invest
2022 has left many investors rethinking their investment strategy. In this episode, Andrew and Bill go back in history and look at the events that have shaped the last two decades of the market to give you insight into what to do today.
86. Social Insecurity
Have you heard from your first day in the working world that Social Security will not be there for you? We all have. Have you ever asked why though...and if it's actually true? We break it down to Dollars and Sensibilities today and it's not as bad as you think!
85. From The Feed (Bear Market Tips & Year-End Planning Guide)
The markets have not been fun in 2022 but this week Andrew and Bill discuss the 3 rules for bear market success and your critical year-end planning checklist.
Article Links
Forbes: Three Rules For Successful Bear Market Investing
Forbes: 2022 Year-End Financial Checklist
84. The Royal Episode
This past week we all mourned the passing of Queen Elizabeth II, the longest reigning monarch in British history. In today’s episode, Andrew and Bill reflect on her life and her choices while they discuss the royal fortune and how it will transition the next generation. Listen to apply some royal wisdom to your financial plan!
83. From The Feed (The End of the Covid Trades?)
This week we take a look at 4 of the stocks that were popular for people to buy during the beginning of the pandemic and ask the question: what do I do with them now? Spoiler alert - we take you back to fundamental investment philosophy!
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:
The Tricky Math of Retiring Into a Downturn
The 60/40 Strategy Will Beat Inflation Eventually, Survey Shows
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)
READY TO TAKE THE NEXT STEP
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