PODCAST · business
Dollars & Sensibilities
by Dollars & Sensibilities
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!Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC. Information presented is for informational purposes only.
Episodes
-
Episode 104 - 2023 Review & 2024 Predictions
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 insights to help you navigate your financial journey....
-
Episode 103 - Just Because
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 employing. When it comes to your investment philosophy…
more -
Episode 102 - Financial Enabling: Recognize its Impact on Your Financial Journey
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 that may foster it.
-
Episode 101 - Navigating the Social Ladder: A Journey Through Socio-Economic Class Mobility
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
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 fake investments, and the right questions to ask to...
-
Episode 99 - The New Travel Rules
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 matter!!
-
Episode 98 - The Annual Review
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 portfolio like a pro.
-
Episode 97 - Calculated Risk & Dumb Luck
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 things you can control!
-
Episode 96 - Popular Investing
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 what you should really be doing with your money instead of...
-
Episode 95 - Overcoming Financial Frustration & Revenge Spending
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 as a result of the pandemic and how you can avoid…
more -
Episode 94 - Perspective
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 right perspective! Listen in and learn how you might be...
-
Episode 93 – You Say You Want a Resolution?!
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 reveal the research on whether the New Year's resolution...
-
Episode 92 - 2022, A Tale of Three Indices
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 major indices, The Dow, the S&P 500 and the Nasdaq. Be...
-
Episode 91 - The 2022 Crypto Update
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, and how investors can better understand what it means…
more -
Episode 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.
-
Episode 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!
-
Episode 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…
more -
Episode 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.
-
Episode 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!
-
Episode 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
-
Episode 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...
-
Episode 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!
-
Episode 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.
-
Episode 81 - From The Feed (Time To Check Your Financial Plan)
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 most “experts” miss. Take a look at this week’s...
-
Episode 80 - Media, Money & Misinformation
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!
-
Episode 79 - From The Feed (Are We Ready To Say The "R" Word?)
Last week, when the latest U.S. GDP numbers were announced, talk about the dreaded R-word — recession — got a little louder. Regardless of the “are we or aren’t we” discussion, you may be feeling the pressure of economic forces. Today Andrew & Bill discuss articles published recently which will...
-
Episode 78 - From The Feed (Markets Suck, Now Do Something About It)
Is 2022 over yet? That’s what most investors have been asking themselves. In this week’s From the Feed episode, Andrew and Bill get tough and address the MOST pressing issues facing the average Americans today and offer practical steps to address, overcome and not just survive but thrive in…
more -
Episode 77 - The Investment Club
There are two rules in the Investment Club...let's talk about them! Today we discuss an outdated, but still viable, way to invest your money and socialize while you are doing it.
-
Episode 76 - Bear Markets and Recessions: the Blame and the Remedy
The Blame, The Tipping Point and The Remedy. In today's episode, Bill and Andrew discuss the recent market volatility, and jumping in and out of a bear market. Whose fault is it? Where are we in the cycle? Most importantly, how do we adjust for it? Listen for answers, comment for input!
-
Episode 75 - From The Feed (Bear Markets)
This week in From the Feed, Andrew & Bill discuss articles written about "Bear Markets" and their impact on investments, retirement & taxes. (New York Times) Bear Markets and Recessions Happen More Often Than You Think (Barrons) Why Retiring This Year Could Be a ‘Worst-Case’ Scenario (The...
-
Episode 74 - Trading vs Investing
Are you a Daytrader? A Scalp Trader? Or are you an Investor? Today Bill and Andrew will help you realize what you are really doing with your money and how to do better!
-
Episode 73 - From The Feed (Crypto & NFTs)
In this week's episode of From The Feed, Andrew & Bill discuss crypto currency, NFTs and how to manage these as part of your portfolio and even your estate planning. 1. (WSJ) <a...
-
Episode 72 - Outrage Addiction
Are you upset about the state of affairs in the country, the world...how about just your portfolio? Today we delve into the psychological process of addiction and how we can snowball ourselves with pessimism that can pour over into every facet of our lives. Let's get happy!
-
Episode 71 - From The Feed (Navigating The Workplace)
The workplace ecosystem has evolved considerably over the decades, both physically and socially. Modern technology like mobile phones, PCs, printers, and faxes redesigned the office environments of the ’80s, ’90s, and 2000s. This week Andrew & Bill discuss the articles which cover the evolution…
more -
Episode 70 - VUCA and Critical Thinking
In this week's episode, Bill and Andrew discuss the importance of Critical Thinking while investing. While it may seem obvious, listen in to find out, in detail, how you can be a better analyst and investor. They also cover Volatility, Uncertainty, Complexity, and Ambiguity - and how to make them...
-
Episode 69 - From The Feed (Inflation, Elon, and Warren Buffet)
From the Feed brings D&S listeners commentary on top articles being written from today’s leading financial publications. Today we continue to cover inflation, all things Elon Musk and some takeaways from Warren Buffet and the Berkshire Hathaway Annual Shareholders meeting. Article Links: WSJ…
more -
Episode 68 - FIT Investing (Financial Information Timing)
This week on D&S, Bill and Andrew discuss FIT Investing, or Financial Information Timing. This is the attention to detail that we sometimes miss when caught up in the volatility of the markets. If timing is everything, then the timeliness of information is the greatest detail to not overlook.…
more -
Episode 67 - Communication is The Key to Financial Success
Communication is simple but not always easy. This week join Andrew and Bill as they explain the basic communication formula, unpack the dimensions of communication and discuss the most important ways we communicate about financial decisions.
-
Episode 66 - Nostalgia Investing
In this week's episode, Bill and Andrew discuss the perils, and argue over the benefits, of Nostalgic Investing. Numbers battle emotion in this age-old discussion of not only what companies are in your portfolio...but why. Tune in and chime in with your thoughts!
-
Episode 65 - Vision, Mission & Values
The world is moving faster today than it ever has in history and we have more options for our lifestyles, careers, relationships, and finances. How do we know the correct paths to follow? This week Andrew and Bill discuss the importance of clearly identifying your personal Vision, Mission, and...
-
Episode 64 - From the Feed...From Hollywood!
In this week's episode, Bill and Andrew reunite in-person from the Sunset Strip. They discuss the slap heard around the world (and how it relates to your investment philosophy...it's a stretch), the fate of Chelsea FC, perestroika and how the US economy will be affected, and the return of the...
-
Episode 63 – From The Feed (Bond Market Crash, Russian Fire sale, Reddit IPO and Recessions)
From the Feed brings D&S listeners commentary on top articles being written from today’s leading financial publications. Today we cover the global fixed income market selloff, Chinese stock and what they can teach about GDP growth and stock market returns. Also, the Russian billionaire selling…
more -
62 - What Is Good And Bad?
It’s easy to look at the events of the world, pieces of your financial plan, or aspects of your portfolio and think “Is this a good or bad thing?”. This week Bill and Andrew challenge conventional wisdom by looking at a classic Taoist proverb to help shape perspectives about your portfolio, your...
-
Episode 61 - Inflation: The Invisible Enemy
It’s early 2022 and INFLATION is everybody’s favorite hot button topic but inflation is the invisible economic force that is constantly working against your financial efforts. This week Andrew and Bill discuss how inflation is measured, the ways it can impact your long term planning and simple...
-
Episode 60 - From The Feed (Ukraine, Insider Trading Rules at the Fed, Split Direct Deposits)
In this week's From the Feed episode of Dollars and Sensibilities, Bill and Andrew break down the Ukraine situation and the stock market, Congress' apparent subscription to Dollars and Sensibilities, and the split direct deposit.
-
Episode 59 – From The Feed (After The Fact, The Zillow Saga, Senator Stocks)
From the Feed brings D&S listeners commentary on top articles being written from today’s leading financial publications. Today we cover the over and underestimations of food and money, the Zillow Saga, and the Senate’s top stock traders. Article Links <a...
-
Episode 58 - Net Worth Talk
The balance sheet is one of the most important financial documents to create and be familiar with. It calculates your Net Worth. In today's episode, Bill and Andrew dig into why knowing your Net Worth may be the most important number in your finances. More importantly they discuss what does it...
-
Episode 57 - From The Feed (More Resignations, Boat Life, Psychedelics, PE & Time Millionaires)
From the Feed brings D&S listeners commentary on top articles being written from today’s leading financial publications. Today we cover 2021 resignation numbers, marina real estate investments, psychedelics ETF’s, the private equity trends, and how to become a time millionaire.
-
Episode 56 - Life & Taxes
This week, Bill and Andrew discuss the other inevitably of life...taxes. Specifically, what you could be missing in your filing, your accounting, and therefore your returns. We wrap the episode with one of the most important concepts in your working life; your tax bracket, and why you NEVER...
-
Episode 55 - From The Feed (Women in Planning, Bitcoin Predictions, Starlink and Financial Peace in 2022)
This week on From The Feed, we cover why women are so integral in the planning process, what has happened to the price of at-home covid tests, Goldman Sachs prediction for the price of Bitcoin, the latest on Tesla’s Starlink service, Tim Cook’s take home pay and the keys for a happier financial...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
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!Securities and Advisory services offered through Western International Securities, Inc.("WIS"), Member FINRA/SIPC. Information presented is for informational purposes only.
HOSTED BY
Dollars & Sensibilities
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Dollars & Sensibilities have?
Dollars & Sensibilities currently has 104 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Dollars & Sensibilities about?
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...
How often does Dollars & Sensibilities release new episodes?
Dollars & Sensibilities publishes regularly with 104 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Dollars & Sensibilities?
You can listen to Dollars & Sensibilities on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Dollars & Sensibilities?
Dollars & Sensibilities is created and hosted by Dollars & Sensibilities.
URL copied to clipboard!