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88 episodes with investing sense
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7 episodes with investing sense
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8 episodes with investing sense
As markets continue their bumpy ride, some investors are looking to make back losses during the potential upswings – possibly taking on some excessive risk. In this episode of Everyday Wealth™, Jean Chatzky is joined by wealth planner Andy Smith to discuss the differences between speculation and investing, and how a wealth planner can help mitigate your risks. They also discuss whether it's better to lease or buy a car in the current economy, and later in the episode, Dr. Wei Hu, vice president of financial research at Edelman Financial Engines, joins Jean and Andy for Investing Sense, where they talk about mental reference points that impact investing. Originally posted 08-20-22 This show is pre-recorded, and any callers are prescreened. Ms. Chatzky receives cash compensation for acting as host of the Everyday Wealth radio show and podcast and for related activities and therefore has an incentive to endorse Edelman Financial Engines and its planners. That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses. The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show). Investing strategies, such as asset allocation, diversification or rebalancing, do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results. Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low-price levels. An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results. See omnystudio.com/listener for privacy information.
According to recent studies, the majority of millionaires in the U.S. are self-made. They didn't inherit their money, they earned it, and most are the first generation in their family to do so. In this episode of Edelman Financial Engines' Everyday Wealth™, Jean, Soledad, and wealth planner Brian Leslie discuss the unique challenges of first-generation wealth and how you can pass on the traits that helped build it to future generations. Later, many people retired during the pandemic and are now regretting their decision because they didn't take into account how the down markets, inflation, and higher interest rates would affect their retirement plans. Now some are thinking about taking their social security early. The hosts break down why that could be a costly mistake. Finally, Dr. Wei Hu, vice president of financial research at Edelman Financial Engines, joins the hosts for Investing Sense, to talk about what hindsight bias is and how it could be affecting your assessment of your investments. Originally posted 10-8-22 and 10-15-22 This show is pre-recorded, and any callers are prescreened. Ms. Chatzky and Ms. O'Brien receive cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore have an incentive to endorse Edelman Financial Engines and its planners. That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses. The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show). Neither Financial Engines Advisors L.L.C. nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results. This audio contains a hypothetical illustration meant to demonstrate the principle of compound interest and is not representative of past or future returns of any specific investment vehicle. They do not include consideration of the investment fees or expenses, time value of money, inflation, fluctuations in principal or taxes.See omnystudio.com/listener for privacy information.
There are plenty of ways that inflation may have a negative impact on our finances, but there may be a silver lining. In this episode of Edelman Financial Engines' Everyday Wealth™, Jean, Soledad and Edelman Financial Engines wealth planner Isabel Barrow break down what may be some positive news when it comes time to pay your taxes. Next, the hosts tackle the challenges of leaving a legacy from first generation wealth – from how to know if you have enough to where to start once you do. Later, Dr. Wei Hu, vice president of financial research at Edelman Financial Engines, joins Soledad, Jean and Isabel for Investing Sense, to talk about what hindsight bias is and how it could be affecting your assessment of your investments. This show is prerecorded, and any callers are prescreened. Ms. Chatzky and Ms. O'Brien receive cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and, therefore, have an incentive to endorse Edelman Financial Engines and its planners. That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses. The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show). Neither Financial Engines Advisors L.L.C. nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. This show contains a hypothetical illustration meant to demonstrate the principle of compound interest and is not representative of past or future returns of any specific investment vehicle. They do not include consideration of the investment fees or expenses, time value of money, inflation, fluctuations in principal or taxes.See omnystudio.com/listener for privacy information.
In our monthly segment, Investing Sense, Dr. Wei Hu, vice president of financial research for Edelman Financial Engines, joins Jean and wealth planner Andy Smith to discuss how reference points can lead to bad investing decisions and what to do to help prevent that from happening. Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low-price levels. An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results. See omnystudio.com/listener for privacy information.
As markets continue their bumpy ride, some investors are looking to make back losses during the potential upswings – possibly taking on some excessive risk. In this episode of Everyday Wealth™, Jean Chatzky is joined by wealth planner Andy Smith to discuss the differences between speculation and investing, and how a wealth planner can help mitigate your risks. They also discuss whether it's better to lease or buy a car in the current economy, and later in the episode, Dr. Wei Hu, vice president of financial research at Edelman Financial Engines, joins Jean and Andy for Investing Sense, where they talk about mental reference points that impact investing. This show is pre-recorded, and any callers are prescreened. Ms. Chatzky and Ms. O'Brien receive cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore have an incentive to endorse Edelman Financial Engines and its planners. That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses. The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show). Investing strategies, such as asset allocation, diversification or rebalancing, do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. All investments have inherent risks, including loss of principal. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Past performance does not guarantee future results. Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low-price levels. An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results. See omnystudio.com/listener for privacy information.
In our new segment, Investing Sense, Dr. Wei Hu, vice president of financial research for Edelman Financial Engines, joins Jean and Soledad to discuss the phenomenon of narrow framing, how it distorts our perception of our personal economies and what we can do to prevent it. Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results. An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.See omnystudio.com/listener for privacy information.
With all of the economic turmoil and volatility lately, many investors are left wondering what to do with their wealth. In this episode of Everyday Wealth™, Soledad O'Brien is joined by analyst Jake Novak to share what's happening in financial news and what it actually means for investors. Edelman Financial Engines wealth planner Brian Leslie joins Soledad to provide tactical steps people can take in a bear market. Later in the episode, as a part of our new monthly segment called Investing Sense, Dr. Wei Hu, vice president of financial research for Edelman Financial Engines, explains how behavior such as narrow framing can get in an investor's way. This show is pre-recorded, and any callers are prescreened. Dollar Cost Averaging does not assure a profit or protect against a loss in a declining market. For the strategy to be effective, you must continue to purchase shares in both up and down markets. As such, an investor needs to consider his/her financial ability to continuously invest through periods of low-price levels. Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results. An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results. See omnystudio.com/listener for privacy information.
Investing Sense continues the series of interviewing recent retirees, sharing success stories and advice, both as celebration of reaching the goal and inspiration for investors who are not quite there. This week, Andy sits down with Jamie and Mary, who share a story of how they discovered it was time to retire, and the personal and financial freedom they now enjoy! Also, Bill Tracy is back to share his latest charts, this time with a focus on emerging markets.
Andrew Langer from the Institute for Liberty joins Justice and Drew to discuss the Trump/Putin summit and more. Later, they talk with Investing Sense host, Andy Smith, about the economy and a trade war with China.
Investing Sense celebrated our 300th show a few weeks ago, and over the years, so many listeners and callers asked: ”How can I get started saving for retirement?” Andy’s most common answer: “Max out your 401(k)!” But there are some common, costly mistakes that many Americans are making and could result in leaving $10,000’s on the table! The guys reveal an easy step to take in making sure YOU aren’t making these same mistakes.
Happy Memorial Day weekend from the entire Investing Sense pit crew! Today, the guys take a look at the market, and even though stocks are in bloom, there are very human reactions, such as loss aversion and recency bias, that could potentially derail your retirement plan. Also, our resident D.C. insider JT Taylor joins the show to discuss what you need to know about the upcoming mid-term elections, and Andy will explain what it means for the market.
As the calendar turns from winter to springtime, take a listen to some of the best segments from Investing Sense in what has been a wild 2018. From a very bullish start to the beginning of the year, to the recent rise in interest rates and stock market volatility, Andy and Bob have nailed the market action so far this year. Plus, hear some of the best listener conversations covering everything from target-date funds, company stock, and angry annuity salesmen!
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