The Mutual Fund Show Most Recent Radio Shows

Miss a show? Listen or Download it here

Listen to The Mutual Fund Show® when you want, where you want, with our podcasts.


  • As summer nears, find out how your vacation getaway bag can help you prep for a successful retirement. Later, Adam shines a light on the dark side of tax-lien guarantees.
  • Special offer show! It’s all about Social Security this week as Denny, Andy and Adam present an offer for a free customized Social Security strategy.
  • Denny and Andy give a different kind of commencement speech for the class of 2015. Adam demonstrates the value of our Research Center in helping us serve the needs of clients.
  • Denny and Andy chat with an expert about factoring quality of life into your retirement strategy. Adam pushes for all investors to benefit from the fiduciary standard.
  • Denny and Andy give you three ways to help manage your retiree healthcare costs. Adam looks ahead to the next market correction and gives insight into how to prepare your portfolio.
  • Denny and Andy help you decide between monthly pension payments or a one-time cash payout. Adam advises investors on what to do when a fund manager leaves.
  • Denny and Andy recommend two changes for your portfolio, courtesy of our Research Center team of analysts. Adam encourages investors to prioritize retirement savings over short-term wants.
  • Denny and Andy share the story of a listener who helped his colleagues improve their retirement efforts. Adam explains how to keep your money in safe hands.
  • How to Avoid Timing the Market

    Show Date:
    Mar 28, 2015
    Denny and Andy explain why investing superstitions do not work. Adam discusses how investors can better manage old 401(k) accounts.
  • Denny and Andy share tips for protecting yourself and your IRA as the tax season winds down. Adam discusses whether there’s a name-brand advantage in picking investments.
  • Denny and Andy show you the only retirement number you need to know: your probability of success. Adam discusses the importance of the fiduciary standard in light of potential regulatory changes.
  • Denny and Andy remind you of two upcoming deadlines for investors. Adam points out the issues with a TV ad selling stock options.
  • Adam interviews political strategist Greg Valliere about the goings-on in Washington, D.C. Denny and Andy show you the perils of investing too conservatively for your goals.
  • What to Do About Market Highs

    Show Date:
    Feb 21, 2015
    The market is at all-time highs and Adam hosts a special edition of The Mutual Fund Show to help you figure out what you should be doing NOW when it comes to your investments.
  • Denny and Andy help you focus on your financial relationships this Valentine’s Day. Adam shares the story of an investor who fell victim to a gold investment scam.
  • Denny and Andy share college-planning tips for parents to use with their university-bound kids. Adam talks about the downfalls of a particular get-rich-quick investing strategy.
  • Get Dialed in to Your Portfolio

    Show Date:
    Jan 31, 2015
    Denny and Andy share three examples of extreme investing behavior and give you rational alternatives. Adam demonstrates how having the right mix of investments can help you through all markets.
  • Denny and Andy share three ways to help you find a new retirement identity. Adam talks about the importance of consistency over chasing the latest investment.
  • Adam sits down with Nobel-Prize-winning economist Tom Sargent. Denny and Andy hand out the second annual Mutual Fund Show Awards, also known as The Smiths.
  • Adam makes his annual prediction for where the Dow will end up in 2015. Denny and Andy debunk common Social Security myths that could be costing you.
  • A new year brings new retirement benefits – Andy and Denny tell you which rules have changed for 2015. Adam shows how the fees associated with load mutual funds can be a detriment to your portfolio.
  • The best investing and retirement advice never goes out of style. As 2014 winds to a close, Denny, Andy and Adam take a look back at some of their favorite tips of the year.
  • Not all financial institutions are created equal – Adam tells you why WE believe in putting our clients first. Denny and Andy help you to avoid falling victim to charity scams.
  • Flu season’s in full swing, but Denny and Andy show you how to keep your 401(k) healthy. Adam shines a Bold Fund Spotlight on the Loomis Sayles fixed-income group.
  • Denny and Andy use their favorite Christmas tunes to show you how to have a holly, jolly retirement plan. Adam shows you why investing in bond funds is better than investing in individual bonds.
  • Black Friday Investing Lessons

    Show Date:
    Nov 29, 2014
    Denny and Andy venture out on Black Friday and bring back some lessons to help you reach your retirement goals. Adam chats with Chuck Akre, portfolio manager of Akre Focus Fund [AKREX].
  • Thanksgiving is next week and Denny and Andy have investing tips for everyone at your dinner table. Later, Adam shows you how to properly look at news headlines in context of your portfolio.
  • Keeping up with the rapidly changing investing world can be challenging. Denny and Andy introduce an offer to help you get on track! Later, Adam shines his Bold Fund Spotlight on another fund.
  • Denny and Andy share three estate-planning tips they learned from Joan Rivers. Adam shows you why investing in mutual funds is a better option than investing in gold.
  • Denny and Andy show you how to comfortably re-enter the market. Later, the two discuss the causes of investor fear. Adam makes his case for investing in mutual funds versus individual stocks.
  • Denny and Andy tell you how to overcome three frightening retirement scenarios. Adam chats with the manager of Dreyfus International Bond Fund [DIBAX].
  • Denny and Andy show investors how to stay focused on the long term despite market volatility. Adam chats with Greg Valliere, chief political strategist of Potomac Research Group.
  • Hear ways to ignore the ‘financial devil on your shoulder’ and, as a result, avoid blowing up your retirement savings. Adam chats with the manager of Schwab International Core Equity [SICNX] fund.
  • Market volatility is on the rise – Denny and Andy give you three ways to feel more prepared during “active” markets. Adam reminds you why rebalancing is so important to the health of your portfolio.
  • Following investing ‘patterns’ could leave you short of reaching your goals – here’s why you should forget about them. Adam chats with the manager of Kinetics Paradigm No Load [WWNPX] fund.
  • Have you or someone you know been a victim of a scam? Here’s how to recognize when you’re being targeted. Adam chats with the manager of T. Rowe Price Summit Municipal Intermediate [PRSMX] fund.
  • Will your nest egg last as long as you do? We’ll show you how to keep your finances afloat in retirement. AMG Managers Brandywine Blue Fund [BLUEX] is the latest addition to Adam’s Hall of Shame.
  • Monthly pension or lump-sum payment? Denny and Andy show you how to decide. Adam chats about mutual-fund fees and dispels the fear that fees will eat too much of your returns.
  • The Best of Adam Bold

    Show Date:
    Aug 30, 2014
    This holiday weekend, we give you the best of Adam Bold! From annuities to his popular Hall of Shame, Adam's expert advice gives you the investing insight you need.
  • Perception plays a role in investing, but that doesn’t mean it should – we’ll show you what to avoid when picking funds. Adam chats with portfolio manager Mike Magiera from Manning & Napier Equity.
  • Denny and Andy give you the “talk” you should have with your spouse to ensure a successful retirement. Adam chats with portfolio manager Mitch Garfin [BHYIX] about the high-yield bond market.
  • Denny and Andy show how using the wrong comparisons in investing can land you in hot water. Adam discusses the importance of knowing your fund managers are right for you.
  • CEO John Bunch chats with Carrie Schwab-Pomerantz about retirement planning and financial literacy. Adam sits down with Eric Rothman, fund manager of AMG Managers Real Estate Securities [MRESX].
  • Denny and Andy tell you why your retirement plan should resemble a well-written book, not the made-for-TV movie version. Adam discusses the long-term benefits of a properly diversified portfolio.
  • Three Stages of Retirement

    Show Date:
    Jul 19, 2014
    Denny and Andy rail against longevity annuities and discuss the three stages of retirement – and how you can plan accordingly. Adam chats with the manager behind Buffalo Discovery Fund [BUFTX].
  • Adam talks about the market highs and whether you should take money off the table or stick to your strategy. Later, an interview with Dr. Frank James from James Balanced Golden Rainbow Fund [GLRBX].
  • Denny and Andy take a deep dive into 3 of the most commonly held mutual funds – find out if you should buy, sell, or hold! Adam chats with Mary Ellen Stanek from Baird Funds about the bond market.
  • Denny and Andy share a wedding toast with a financial twist – it’s the talk every couple needs to hear! Adam chats with Andrew Euretig from Artisan Partners about the global equity market.
  • Special offer show! Denny and Andy show you how to be an above-average 401(k) investor. Adam discusses the history of Smart401k® and why this retirement savings vehicle is so important.
  • Denny and Andy serve up a “tough love” investing intervention for you and your loved ones in honor of Father’s Day. Adam adds two more funds to his Hall of Shame.
  • Denny and Andy set the record straight on retirement planning misconceptions that can cost you big bucks. Adam shines his Bold Fund Spotlight on the GoodHaven fund [GOODX].
  • Denny and Andy show you the benefits of delaying retirement. Adam discusses why annuities are a better deal for the investment advisor than they are for the investor.
  • Denny and Andy show you how to recognize too-good-to-be-true investment pitches so you can avoid being swindled by smarmy salespeople. Adam adds two funds to his Hall of Shame.
  • Andy gives the commencement speech young graduates really need to hear. Adam shines his Bold Fund Spotlight on the American Beacon Bridgeway Large Cap Value Fund [BWLIX].
  • Andy and Denny team up to show you the dangers of following investment trends. Adam adds another fund to his Hall of Shame and gives an update on the current bond landscape.
  • Maximizing My Retirement Income

    Show Date:
    May 03, 2014
    Special offer show! Andy and Denny provide tips to maximize your retirement income as Adam reveals how to navigate a challenging market.
  • Denny and Andy give you three retirement planning tips for all stages of life. Adam brings back his Bold Fund Spotlight with T. Rowe Price Capital Appreciation Fund [PRWCX].
  • Happy Easter! Denny, Andy and Adam answer as many of your calls as possible. From 401(k)s to mutual funds to retirement, they've got you covered!
  • Adam sits down with Nobel-Prize-winning economist Tom Sargent. Denny and Andy show you how keeping secrets from your financial advisor could leave you short of reaching your goals.
  • Denny and Andy show you how to increase your financial literacy. Later, they introduce investing lessons from reality TV and Adam adds two more funds to his Hall of Shame.
  • Denny and Andy announce a free Annuity Evaluation offer and share the questions you need to ask before signing an annuity contract. Plus, Adam’s latest Bold Fund Spotlight.
  • Denny and Andy suggest a certain type of bond fund and share warning signs that your investing strategy isn’t working – and how you can get back on track. Plus, Adam’s latest market commentary.
  • Andy and Denny explore the signs an investment has too much risk. Plus, hear three common retirement distribution mistakes (and how to avoid them) and Adam’s latest Hall of Shame [TWEGX].
  • Andy and Denny bring you “Confessions of a Target-Date Fund” and offer to evaluate any target-date funds in which you’re invested. Later, Adam spotlights Laudus US Large Cap Growth (LGILX).
  • Learn how to keep your money safe from modern-day wolves of Wall Street. Later, hear the most recent Hall of Shame-Domini Social Bond fund [DSBFX].
  • What’s Your Investor Type?

    Show Date:
    Feb 22, 2014
    Knowing what kind of investor you are can help you get more out of the advisor/client relationship. Later, hear a Bold Fund Spotlight on the Fidelity Limited Term Municipal Income Fund (FSTFX).
  • How NOT to Blow up Your 401(k)

    Show Date:
    Feb 15, 2014
    It’s 401(k) week! Andy and Denny show you how to protect your 401(k). Later, they chat with Smart401k President Scott Holsopple and Adam brings back his Hall of Shame (BJBIX and AWSAX).
  • Take our Dating Game-style quiz to decide if your fund manager is a perfect match for you. Plus, hear from Elaine Stokes from Loomis Sayles about the bond market landscape.
  • Special offer show! Andy and Denny share quick wins for your retirement strategy as Adam gives insight into recent market volatility. Also, hear about Fed policy under incoming Chair Janet Yellen.
  • Andy and Denny show you the importance of making the old retirement rules work for you. Plus, listen to a new Bold Fund Spotlight featuring the Skyline Special Equities fund (SKSEX).
  • Show Date:
    Jan 18, 2014
    Andy and Denny discuss Janet Yellen’s portfolio and give ways for couples to prepare for “life after me.” Plus, hear an interview with Kathleen Burns Kingsbury and Adam’s latest Hall of Shame.
  • Show Date:
    Jan 11, 2014
    Adam makes his market predictions for 2014. Hint: It's great news! Andy and Denny hand out the first-ever Mutual Fund Show Awards – also known as The Smiths.
  • Show Date:
    Jan 04, 2014
    Bubble is the latest media buzzword, but is there any truth to that? Andy and Denny also tackle YOUR 2014 investing resolutions. Adam talks to Chuck Akre of Akre Focus (AKREX).
  • Show Date:
    Dec 28, 2013
    Happy Holidays! Denny, Andy and Adam answer as many of your calls as possible. From 401ks to mutual funds to retirement, they've got you covered!
  • Show Date:
    Dec 21, 2013
    Chris Bouffard gives insight on the Fed's tapering plan. Also, Denny and Andy tell you the only two year-end investing tips you need to know! Adam talks 2014 outlook with BlackRock's Russ Koesterich.
  • Show Date:
    Dec 14, 2013
    Andy and Denny intervene on some of the bad financial practices investors fall prey to during the holidays. Adam talks REITs with fund manager Eric Rothman of Managers Real Estate Securities (MRESX).
Get More Information
  • FREE Investment Plan
  • FREE Retirement Report
  • Compare Services

We value your privacy.
View our Privacy Policy.