Skip to content
Facebook-f Instagram Youtube Linkedin-in
  • Our Firm
    • Meet Our Team
    • Our APPROACH
  • Our Expertise
    • Who we serve
    • Problems we solve
  • Resources
    • Podcast
    • Video Library
  • Client login
  • Contact
  • Our Firm
    • Meet Our Team
    • Our APPROACH
  • Our Expertise
    • Who we serve
    • Problems we solve
  • Resources
    • Podcast
    • Video Library
  • Client login
  • Contact
FREE ASSESSMENT

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!

90. The One With The Fun Facts

Today Bill and Andrew hit on some oldies and some newbies - those things that make you go hmm! Listen to find out which ones stand the test of time and which ones we will still be arguing about years from now.

89. Comparing Your Portfolio and the Index

You set up your portfolio. It's beautiful. You see the S&P 500 go up and then you compare your apples to those oranges and you come up short. Why, oh why?!! In this episode we break down the five biggest reasons you are losing more or gaining less than the market, and how to fix it!

88. The Election Episode

Election season finds many investors speculating about who will win and what that means for the markets and economy. This week Andrew and Bill look back in history to discover how political control impacts the markets and provide insight into what to expect as a result of the 2022 midterm election and how to prepare your portfolio.

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.

1 2 … 12 Next »

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!

Book now

Our firm

  • Meet our team
  • our approach
  • who we serve
  • problems we solve

resources

  • podcast
  • videos
  • client login

join our community

Facebook-f Instagram Youtube Linkedin-in

Get In Touch

  • 530 E. Southlake Blvd. Suite 140 Southlake, TX 76092
  • 2555 Townsgate Rd., Suite 300
    Westlake Village, CA 91361
  • amartz@wisdirect.com
  • (424) 369-8838

WIS Advisors Inc. is not affiliated with Western International Securities. Securities and Advisory services offered through Western International Securities, Inc. (“WIS”), Member FINRA / SIPC . Western International Securities clearing through NFS LLC.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. WIS is only allowed to provide services to clients in states where we are registered. Please contact us to obtain a listing of the states where we are currently doing business.

Check the background of your financial professional on Finra’s Broker Check
https://www.wisdirect.com/disclosures/do-not-sell-my-information/
Privacy Policy

Copyright © 2023 WIS ADVISORS INC.    

Designed & Developed by Victorious Social