Dollars & Sensibilities

Dollars & Sensibilities

By Dollars & SensibilitiesBusinessInvesting
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Dollars & Sensibilities episodes

  • Episode 53 - The Events That Shaped 2021

    On the eve of 2022, Andrew & Bill take a look back at the moments, memories, and events that shaped the last 12 months. Join them as they reflect on a year filled with first, tallest, and never before seen. From all of us at the Dollars and Sensibilities team, Happy New Year!

    51 min
  • Episode 52 - The Christmas List

    In our annual Christmas episode, we go over all the great year-end ideas: gifting strategies, RMD's, QCD's, and...OMG...what is Tax Loss Harvesting and how do I get that done before the New Year!?

    25 min
  • Episode 51 - (From the Feed) Futbol, Crypto, Football, and Inflation

    From the Feed brings D&S listeners commentary on top articles being written from today’s leading financial publications. Today we cover Elon selling Tesla shares, the 4% rule, Crypto fans, Football buying Futbol, inflations new high, and a Sex in the City spoiler. 

    • Elon Musk Isn’t Done Selling Tesla Stock. Here’s How Much He Just Sold. 
    • Forget the 4% Rule. Why Retirees Need to Rethink Their Withdrawal Strategy. 
    • Football fans spending millions on club crypto-tokens 
    • 49ers Plan to Buy Leeds United for $530M
    • Inflation Hit a 39-Year High in November. Here’s What Costs More, and How to Plan for It
    • Peloton Strikes Back at ‘Sex and the City’ Reboot With New Ad 
      • 38 min
    • Episode 50 - Why Not Me?

      Did you ever ask what the ultra-wealthy are doing that you aren't?  Are you inspired to dip your toes in the waters of investing, or too afraid to drown?  This week, Bill and Andrew discuss the concepts of "upper limiting" and why we hesitate to get in the game...more importantly - how we can overcome that hesitation.  Why not YOU!?

      28 min
    • Episode 49 - Celebrity Estate Horror Stories

      Estate planning is often an overlooked part of the financial planning process. This week Andrew and Bill talk about the biggest celebrity estate blunders. From Larry King to Michael Jackson, some of the biggest names in Hollywood missed opportunities to save their heirs time and money. Don’t make the same mistakes!

      33 min
    • Episode 48 - (From The Feed) Meta, Tesla, Shiba Inu and the Greater Fool

      From Feed Series brings D&S listeners commentary on top articles being written from today's leading financial publications. Today we cover the billionaires tax, the metaverse, tesla earnings, the greed index, Shiba Inu and the greater fool.  Links to articles below.

      1. (CBS News, Oct 2021) What is a “billionaires tax,” and how would it work? (https://www.cbsnews.com/news/billionaire-tax-wealth-how-it-works/)
      2. (Reuters, Oct 2021) Facebook changes name to Meta as it refocuses on virtual reality (https://www.reuters.com/technology/facebooks-zuckerberg-kicks-off-its-virtual-reality-event-with-metaverse-vision-2021-10-28/)
      3. (BBC News, Oct 2021) Tesla surpasses $1 trillion value after Hertz order (https://www.bbc.com/news/business-59045100)
      4. (CNN Business, Oct 2021) Investors are getting very greedy again (https://www.cnn.com/2021/10/26/investing/stocks-fear-greed/index.html)
      5. (The Motley Fool, Oct 2021) 2 Toxic Cryptocurrencies to Sell Right Now (https://www.fool.com/investing/2021/10/31/2-toxic-cryptocurrencies-to-sell-right-now/)
      6. (The Motley Fool, Oct 2021) What is the Greater Fool Theory (https://www.fool.com/investing/how-to-invest/greater-fool-theory/?utm_source=msnrss&utm_medium=feed&utm_campaign=article&referring_guid=9f11180f-afe1-478a-a33e-4d51e3aaf1af)
        7. 38 min
      7. Episode 47 - (From The Feed) 170X Returns and The History of Money

        The From the Feed Series brings D&S listeners commentary on top articles being written from today's leading financial publications. Today we cover the investment that can get you 170x return, retail investors swapping GameStop for ETF’s, retiring early could be easier than you think, the magic of a single micro action and what the history of money says about its future. 

        Links to the articles are below.

        1. (WSJ May 2021) The Safe, High-Return Trade Hiding in Plain Sight (https://www.wsj.com/articles/i-bonds-the-safe-high-return-trade-hiding-in-plain-sight-11622213324)
        2. (WSJ Oct. 26th 2021) Swapping GameStop for ETFs, Retail Investors Ride Out Volatile Markets (https://www.wsj.com/articles/swapping-gamestop-for-etfs-retail-investors-ride-out-volatile-markets-11635259383?mod=markets_lead_pos5)
        3. (Barrons Oct 22nd) Retiring Early Is Looking Easier. Here’s How to Do It With No Regrets. (https://www.barrons.com/articles/retiring-early-is-looking-easier-heres-how-to-do-it-with-no-regrets-51634892301?mod=hpsubnav)
        4. (Behavior Gap – Carl Richards) The Magic of a Single Micro-Action (https://behaviorgap.com/the-magic-of-a-single-micro-action/)
        5. (Time.com) What the History of Money Says About Its Future
          6. 37 min
        6. Episode 46 - The FINE Print

          Today it seems like everything has a disclosure, even your McDonalds coffee. Often, the truth is found in the FINE print. Today Bill and Andrew talk about three common reasons people avoid thinking about the disclosure and how to use them to make more informed decisions.

          38 min
        7. Episode 45 - From The Feed (Week Ending October 1st, 2021)
          Welcome to a new series within the Dollars & Sensibilities podcast. It's called "From The Feed" and Andrew & Bill will be discussing the most widely shared news articles from the top financial publications. They will give their thoughts and opinions and hopefully help you understand the financial news a little better.
          This Week's Articles:
          1. Barrons 9/26 | U.S. Slips in Retirement Index, and 682,400 Seniors Are Behind on Their Mortgage
          2. CNBC.com | Panic sellers during stock market dips are often married men with children (https://www.cnbc.com/2021/09/27/panic-sellers-during-stock-market-dips-are-often-married-men-with-kids.html)
          3. WSJ.com | Democrats Release Details of Proposed Tax Increase (https://www.wsj.com/articles/democrats-release-details-of-tax-increase-11631539532)
          4. WSJ.com | What Is the Debt Ceiling and Why Does Congress Need to Raise It? (https://www.wsj.com/articles/debt-ceiling-deadline-11627913756)
          5. YahooFinance.com | Why the Roth 401(k) is ‘the unsung hero’ of retirement plans (https://money.yahoo.com/why-the-roth-401-k-is-the-unsung-hero-of-retirement-plans-152307501.html)
          6. Money.com | Frustrated House Hunters Are Giving up on Buying Only to Face an Expensive Rental Market (https://money.com/homebuyers-giving-up-expensive-rental-market/)
          7. YahooFinance.com | Is That All There Is? Why Burnout Is A Broken Promise (https://finance.yahoo.com/news/why-burnout-broken-promise-152942399.html)
          47 min

        About Dollars & Sensibilities

        From the publisher's feed

        Andrew “Money” Martz and “Dollar” Bill McBride discuss the numbers, concepts, and behaviors that shape your financial life. As financial advisors in Hollywood, California they helped thousands of individuals and businesses better their financial futures. Now they want to open these discussions to you the listener and share the many things they have learned and of course, how to be sensible about your dollars!