Dollars & Sensibilities

In this special From the Feed episode we take a look at the Federal Reserve, rising rates, inflation, and how to spend that tax return…wisely. Lastly, we help you understand how Michael Jackson’s Thriller and Van Halen’s 1984 can teach us a valuable investment lesson.

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!

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!?

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 Rethi...

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!?

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!

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. (CBS News, Oct 2021) What is a “billionaires tax,” and how would it work? ( https://www.cbsnews.com/news/billionaire-tax-wea...

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 arti...

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.

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,...

Making an impact in the world with your money is no longer limited to giving to your favorite charity. ESG investing allows investors to make an impact, and a return on their dollar, by adding socially and environmentally conscious companies to their portfolio. This week Andrew and Bill discuss how you can take advantage of impact investing!

How often? How much? When it's bad? When it's good? These are the questions we hear most often when asked about changing an investment strategy. This week Andrew and Bill discuss how to approach rebalancing your portfolio and the tips to make you most successful.

Once you have found the right investments you need to make sure they are in the right accounts. Tune in this week as Bill and Andrew discuss the asset location and the three main account types to get the most out of your investment strategy.

When most people make large purchase they ask themselves “What can I afford?” instead of “What is the best financial decision?”. This week Bill and Andrew discuss the trap many people find themselves in when buying the payment.

For many Americans buying a home is the most significant financial decision we will make. Join Bill and Andrew as they discuss the process and most important considerations when buying your home… or is it a house? Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC . Information presented on this site is for informational purposes only...

There have never been as many small businesses in America as there are today. Today Andrew and Bill discuss the lifestyles of different entrepreneurs and what it takes to make the leap from a solo practitioner to a CEO of a business that is larger than one person.

Back of the napkin financial planning is no substitute for the real thing, but it can serve as a benchmark to see if you’re on the right path! This week Bill and Andrew explain the 4% rule and how everyone can use this simple trick to check in on their retirement savings goal. Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC . Inform...

Retirement planning is all about maximizing your savings and tax benefits. This week Andrew and Bill discuss how a Backdoor Roth IRA can benefit retirement savers and how Peter Thiel put $5 Billion dollars into his ROTH IRA . Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC . Information presented on this site is for informational pu...

Compound interest is the number one shortcut to creating wealth. This week join Bill and Andrew as they teach you “The Rule of 72” or as they like to call it… back of the napkin financial planning. Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC . Information presented on this site is for informational purposes only and does not int...

Generational wealth is wealth that lasts beyond your lifetime and impacts the future generations of your family.  Today Andrew and Bill discuss how parents and families can teach the next generation to learn the principles, habits and characteristics of good money skills. Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC . Inform...

This week Bill and Andrew keep Rolling with the Changes...but we dive even deeper into the 401K Rollover process.  What are your options?  What are the mistakes to avoid?  What the heck does Commingling mean?!  Listen for the answers to these questions and more in Episode 34: Keep on Rollin! Securities and Advisory services offered through Western International Securities, Inc....

Money touches all areas of our lives and relationships are no exception! Learning how to navigate the topic of finances can make or break your relationship with your significant other. This week, Andrew and Bill look at the research to see where couples get it right and wrong...and what to do about it! Securities and Advisory services offered through Western International Securities, Inc.("WIS"),...

401k’s are popular retirement savings accounts for individuals employed by a company. The question becomes: what to do when you leave that company? This week Bill and Andrew discuss your rollover options and things everyone should ask when confronted with the question: "to roll or not to roll?" Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member F...

We spend nearly one third of our lives working.  Career choices have a profound impact on our wealth and wellbeing. This week Andrew and Bill discuss how to evaluate your next career move. Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC . Information presented on this site is for informational purposes only and does not intend...

Ever feel like you’re the only one not at the party? In this week’s episode, Bill and Andrew talk about the questions you should be asking when the investment FOMO sets in. Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC . Information presented on this site is for informational purposes only and does not intend to make an offer or s...