Money-Guy in the Media

Thanks to your support and reach, we have received some very exciting media exposure over the last few weeks and months. I wanted to share two pieces that have appeared in the main stream media over the last month.

Why a Roth 401k May be Your Best Bet

If you have been listening to this show for any length of time at all, you have no doubt heard me sing praise of the Roth IRA. The Roth IRA is an amazing planning tool for those individuals who qualify. Not only do you get tax deferred savings for retirement, but all of those earnings actually become tax FREE if certain requirements are met!

Legacy of A Generation… Not the Millionaire Next Door

Sometimes individuals have those moments where they wake up in the middle of the night, and it hits them! It’s that thought, or idea, or realization that is so thought-provoking and so revolutionary that they can’t shake it. This is what happened to me a few nights ago!

Bear Bargains, Broker Battles, and Searching for Yields

This week’s show comes from two of my most favorite newsletters, Consumer Reports’ Money Adviser and Kiplinger’s Retirement Report. These publications are great and I thoroughly enjoy reading them each month. The three topics I’m going to cover today are some of the best bargains that have happened as a result of the recession plus some buying tips, the increase in litigation against brokers and money managers and why the process might not be as easy and straight forward as you think, and then I want to close out by reminding you that part of reaching financial independence is optimization.

Social Security, Charity Fraud, and Credit Card Deadbeats

It’s been a good week around here. We’ve been pretty busy with client and prospect meetings, but things are starting to calm down and get back to normal. I’ve received many interesting emails and articles over the past week, and I feel like some of them are definitively worth sharing with you.