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Dollars & Sensibilities
Dollars & Sensibilities
104 episodes
5 days ago
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.
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Investing
Business
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All content for Dollars & Sensibilities is the property of Dollars & Sensibilities and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
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Episode 98 - The Annual Review
Dollars & Sensibilities
35 minutes 19 seconds
2 years ago
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.

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.