Join Andrew Martz and Bill McBride as they recap the financial rollercoaster of 2023, share insights on proper investment math, and make bold predictions for 2024. Whether you're a seasoned investor or new to finance, tune in for valuable insig

Episode 103 - Just Because

Nov 3rd, 2023 32m 28s

Alright Alright Alright! We finally incorporated some Matthew McConaughey wisdom into a financial podcast. Mac's latest children's book "Just Because" provides some profound mantras, simple insight really, into the self-talk we should be emplo

Episode 102 - Financial Enabling: Recognize its Impact on Your Financial Journey

Oct 27th, 2023 35m 14s

While financial success is the goal for many, financial enabling can silently affect your future financial well-being. This week Andrew and Bill discuss what financial enabling is, who it effects, relationships to beware of and careers choices

Episode 101 - Navigating the Social Ladder: A Journey Through Socio-Economic Class Mobility

Oct 13th, 2023 39m 46s

Diverse opportunities and economic disparities mark our society. This week, Andrew and Bill discuss socioeconomic class mobility and shed light on the factors influencing upward and downward movement within the class system.

Episode 100 - From FOMO to ROI: Unmasking the 'Fake Investments' We're All Guilty Of

Oct 6th, 2023 46m 27s

Fake Investments are the products and services we spend our money on, believing they will bring us wealth, but just leave our wallets empty. This week, Andrew and Bill discuss common fake investments, personality traits that can lead to making

Episode 99 - The New Travel Rules

Apr 21st, 2023 41m 26s

Traveling in 2023 is coming with a lot more cost. This week Bill and Andrew discuss the Do’s and Don’ts of mixing personal & professional travel along with the new landscape for corporate travelers. Tune in and find out if rewards points still

Episode 98 - The Annual Review

Apr 14th, 2023 35m 19s

It's tax deadline time! This week Bill and Andrew review this year's tax deadlines, but equally as important is the opportunity to review your portfolio. We tell you what to look for as it relates to your taxes and how to rebalance your port

Episode 97 - Calculated Risk & Dumb Luck

Apr 7th, 2023 38m 44s

Luck and Risk are two different sides of the same coin. This week Bill and Andrew talk about the role of luck in success, why the year you were born matters, and the importance of holistic financial planning. Don’t underestimate the power of th

Episode 96 - Popular Investing

Mar 17th, 2023 41m 19s

If your friends were all jumping off a bridge, would you do it? This age-old parental inquiry was never so useful as it is in the mindset of an investor. Join Bill and Andrew today as they discuss what the most popular investments are and wha

Episode 95 - Overcoming Financial Frustration & Revenge Spending

Mar 10th, 2023 38m 19s

Self sabotaging behavior is one of the major causes for not meeting individual financial goals. The effects of a weekend splurge spending spree can last for years. This week Andrew and Bill discuss how consumer behavior patterns have changed a

Episode 94 - Perspective

Mar 3rd, 2023 28m 7s

In this week's episode, Bill and Andrew discuss the simple concept of "Perspective" and how it applies to your finances. Do you ever see something on TV or social media and think "Why isn't that me?" Well, it might be you already...with the r

Episode 93 – You Say You Want a Resolution?!

Jan 13th, 2023 48m 20s

It’s that time of year again. Set new goals, learn new skills, and lose weight. We all make mental resets this time of year, and in today’s episode, Andrew and Bill discuss the five resolutions that can set up your 2023 financial plan and revea

Episode 92 - 2022, A Tale of Three Indices

Jan 6th, 2023 47m 28s

That’s a wrap on another year of Dollars and Sensibilities and on the eve of a New Year, Bill and Andrew review the markets, their returns, and the sectors that performed the best/worst. The real story is in the difference between the three m

Episode 91 - The 2022 Crypto Update

Dec 9th, 2022 42m 1s

2022 has been tough for investors, especially those who invest in cryptocurrency. The recent collapse of the cryptocurrency trading platform FTX has sent the markets into a tailspin. This week Andrew and Bill discuss FTX, the crypto markets, an

Episode 90: The One with the Fun Facts

Dec 2nd, 2022 43m 55s

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.

Episode 89 - Comparing Your Portfolio and the Index

Nov 18th, 2022 30m 10s

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 gaini

Episode 88 – The Election Episode

Nov 11th, 2022 30m 57s

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 w

Episode 87 - All The Reasons NOT to Invest

Oct 21st, 2022 40m 17s

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.

Episode 86 - Social Insecurity

Oct 14th, 2022 31m 2s

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

Episode 85 – From The Feed (Bear Market Tips & Year-End Planning Guide)

Oct 7th, 2022 40m 56s

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 LinksForbes: Three Rules For Successful Bear Market InvestingForbes: 2022 Y

Episode 84 - The Royal Episode

Sep 23rd, 2022 42m 12s

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 trans

Episode 83 - From The Feed (The End of the Covid Trades?)

Sep 2nd, 2022 26m 42s

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!

Episode 82 - From The Feed (BBBY, the Cramer Disclaimer and is Ariana Grande your beneficiary?)

Aug 26th, 2022 27m 16s

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 beneficiarie

Episode 81 - From The Feed (Time To Check Your Financial Plan)

Aug 19th, 2022 42m 34s

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

Episode 80 - Media, Money & Misinformation

Aug 12th, 2022 22m 15s

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!