The Money Guy Show http://www.moneyguy.com Mon, 17 Jul 2017 16:24:11 +0000 en-US hourly 1 https://wordpress.org/?v=4.6.6 http://www.moneyguy.com/wp-content/uploads/2016/06/cropped-favicon-32x32.png The Money Guy Show http://www.moneyguy.com 32 32 2919816 2006-2017 Brian@Money-Guy.com (Brian Preston, CPA, CFP®, PFS) Brian@Money-Guy.com (Brian Preston, CPA, CFP®, PFS) personal finance 1440 http://www.money-guy.com/images/2017%20MG%20Cover%20Art%20144x144.jpg The Money Guy Show http://www.moneyguy.com 144 144 Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense in their bi-weekly blog/podcast as they restore order to your personal financial chaos. Their professional credentials, sophisticated topics, and ap[...] Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense in their bi-weekly blog/podcast as they restore order to your personal financial chaos. Their professional credentials, sophisticated topics, and approachable style have attracted thousands of iTunes listeners and made them a podcasting phenomena. Learn more about Brian and Bo, read the weekly show notes, and follow the blog about managing your personal finances at www.money-guy.com. personal, finance, money, Brian, Preston, Money, Guy, investment, retirement, taxes, social, security Brian Preston, CPA, CFP®, PFS Brian Preston, CPA, CFP®, PFS Brian@Money-Guy.com no no The Zombie Effect: How to Escape The Walking Debt http://www.moneyguy.com/2017/07/the-zombie-effect-how-to-escape-the-walking-debt/ Fri, 14 Jul 2017 18:36:49 +0000 http://www.moneyguy.com/?p=6388 How to Escape The Walking DebtYou don't have to be a die-hard The Walking Dead fan to appreciate the allusion for this week's podcast. As financial advisors, we can draw parallels between a fictitious zombie apocalypse and the type of real apocalypse that debt can cause in people's lives. Tune in to this week's episode of The Money Guy Show as we prepare you against the zombie effect of debt and train you to leverage it as a tool instead.]]> 6388 0:47:37 You don't have to be a die-hard The Walking Dead fan to appreciate the allusion for this week's podcast. As financial advisors, we can draw parallels between a fictitious zombie apocalypse and the type of real apocalypse that debt can cause in peopl[...] You don't have to be a die-hard The Walking Dead fan to appreciate the allusion for this week's podcast. As financial advisors, we can draw parallels between a fictitious zombie apocalypse and the type of real apocalypse that debt can cause in people's lives. Tune in to this week's episode of The Money Guy Show as we prepare you against the zombie effect of debt and train you to leverage it as a tool instead. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no 7 Ways to Successfully Save Money on Your Next Vacation http://www.moneyguy.com/2017/07/7-ways-to-successfully-save-money-on-your-next-vacation/ Thu, 13 Jul 2017 13:47:08 +0000 http://www.moneyguy.com/?p=6380 7 Ways Successfully Save Money on Your Next VacationHere are seven sure fire ways you can take that long anticipated vacation and successfully save some money, too.]]> 6380 11 Hallmark Signs You’re a Financial Success http://www.moneyguy.com/2017/06/11-hallmark-signs-youre-a-financial-success/ Fri, 30 Jun 2017 14:25:04 +0000 http://www.money-guy.com/?p=6358 hallmark signs you're going to be a financial successDo you exhibit these hallmark signs of being a financial rock star? Chances are that most, if not all, of these signs look familiar to you. But are you doing your part in each of these areas to reach your financial potential?]]> 6358 0:37:44 Do you exhibit these hallmark signs of being a financial rock star? Chances are that most, if not all, of these signs look familiar to you. But are you doing your part in each of these areas to reach your financial potential? Do you exhibit these hallmark signs of being a financial rock star? Chances are that most, if not all, of these signs look familiar to you. But are you doing your part in each of these areas to reach your financial potential? Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Index Funds 101: How to Pick ‘Em http://www.moneyguy.com/2017/06/index-funds-101-how-to-pick-em/ Wed, 28 Jun 2017 22:26:18 +0000 http://www.money-guy.com/?p=6353 how to pick index fundsWith nearly 2000 index funds to choose from, finding one that speaks to you and your financial goals can be a little tricky. You don’t have the time to sift through thousands of options, so here is a simple guide to help you decide which index funds are right for you.]]> 6353 Getting Out of Your Own Way to Achieve Financial Independence http://www.moneyguy.com/2017/06/getting-out-of-your-own-way-to-achieve-financial-independence/ Fri, 23 Jun 2017 16:38:12 +0000 http://www.money-guy.com/?p=6345 Getting Out of Your Own Way to Achieve Financial IndependenceIf you're like most people, you're probably your own worst enemy when it comes to achieving financial independence. Here is a list of the 9 ways you may be sabotaging your financial success.]]> 6345 How to Win Friends and Influence Your Wallet http://www.moneyguy.com/2017/06/how-to-win-friends-and-influence-your-wallet/ Fri, 16 Jun 2017 19:48:36 +0000 http://www.money-guy.com/?p=6330 How to Win Friends and Influence Your WalletIn this episode of The Money Guy Show, we're sharing the super-hero skill set you need to effectively complain to come out ahead economically. We also reveal the five things you can do so you aren't taken advantage of by your beloved service providers.]]> 6330 0:48:20 In this episode of The Money Guy Show, we're sharing the super-hero skill set you need to effectively complain to come out ahead economically. We also reveal the five things you can do so you aren't taken advantage of by your beloved service provide[...] In this episode of The Money Guy Show, we're sharing the super-hero skill set you need to effectively complain to come out ahead economically. We also reveal the five things you can do so you aren't taken advantage of by your beloved service providers. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no 6 Simple Ways to Save Even More Money Instantly http://www.moneyguy.com/2017/06/6-simple-ways-to-save-even-more-money-instantly/ Tue, 13 Jun 2017 23:29:34 +0000 http://www.money-guy.com/?p=6322 6 Simple Ways to Save Even More Money InstantlyTrimming costs and being strategic about how to meet financial needs can add up to meaningful savings. Addressing a handful of expenses one by one, here are suggestions to help you save more money now.]]> 6322 How to Know If Your Financial Advisor is Working Against You http://www.moneyguy.com/2017/06/how-to-know-if-your-financial-advisor-is-working-against-you/ Fri, 02 Jun 2017 21:43:53 +0000 http://www.money-guy.com/?p=6298 is your financial advisor working against youIn this episode of The Money Guy Show, we walk you through five red flag warnings that your financial advisor may not be representing your best interests. Tune in to learn the ways in which a financial advisor may be working against you and what you can do to protect yourself and your finances. ]]> 6298 0:51:16 In this episode of The Money Guy Show, we walk you through five red flag warnings that your financial advisor may not be representing your best interests. Tune in to learn the ways in which a financial advisor may be working against you and what you[...] In this episode of The Money Guy Show, we walk you through five red flag warnings that your financial advisor may not be representing your best interests. Tune in to learn the ways in which a financial advisor may be working against you and what you can do to protect yourself and your finances. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no The 1 Thing You Need to Do to Build Financial Independence http://www.moneyguy.com/2017/05/the-1-thing-you-need-to-do-to-build-financial-independence/ Fri, 19 May 2017 13:57:47 +0000 http://www.money-guy.com/?p=6277 The 1 Thing You Need to Do to Build Financial IndependenceEver wonder if there was one thing in particular you could do that would truly help you build financial independence? While we share this simple concept in many of our podcast episodes, this is the first time we are dedicating an entire episode of The Money Guy Show to it. Tune in to find out how to implement the concept of forced scarcity into your day-to-day life and what it can do for your long-term financial situation.]]> 6277 0:39:49 Ever wonder if there was one thing in particular you could do that would truly help you build financial independence? While we share this simple concept in many of our podcast episodes, this is the first time we are dedicating an entire episode of T[...] Ever wonder if there was one thing in particular you could do that would truly help you build financial independence? While we share this simple concept in many of our podcast episodes, this is the first time we are dedicating an entire episode of The Money Guy Show to it. Tune in to find out how to implement the concept of forced scarcity into your day-to-day life and what it can do for your long-term financial situation. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no 11 Signs You’re Going to Be a Financial Success http://www.moneyguy.com/2017/05/11-signs-youre-going-to-be-a-financial-success/ Thu, 11 May 2017 16:21:30 +0000 http://www.money-guy.com/?p=6268 11 signs you're going to be a financial successAre you on the path to financial success? There are a few tell-tale ways to know if you are. Becoming a financial success is within reach for most people. This is likely to be different for everyone, but the bottom line is that financial independence is possible when you maximize your financial resources to their […]]]> 6268 How to Avoid Becoming a Miserable Financial Miser http://www.moneyguy.com/2017/05/how-to-avoid-becoming-a-miserable-financial-miser/ Fri, 05 May 2017 16:18:24 +0000 http://www.money-guy.com/?p=6256 How to Avoid Becoming a Miserable Financial MiserDon’t become an asset hoarder that distorts the benefits of being financially responsible.]]> 6256 0:42:00 Don’t become an asset hoarder that distorts the benefits of being financially responsible. Don’t become an asset hoarder that distorts the benefits of being financially responsible. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no How to Stress Test Your Financial Plan http://www.moneyguy.com/2017/05/how-to-stress-test-your-financial-plan/ Mon, 01 May 2017 17:20:18 +0000 http://www.money-guy.com/?p=6250 How to Stress Test Your Financial PlanSo, you have some semblance of a financial plan, but do you know if it’s built to withstand an unexpected setback?]]> 6250 How to Take the ‘Wealth’ Less Traveled: Insights on Success & Pursuing Your Passion http://www.moneyguy.com/2017/04/how-to-take-the-wealth-less-traveled-insights-on-success-pursuing-your-passion/ Fri, 21 Apr 2017 16:59:52 +0000 http://www.money-guy.com/?p=6224 how to take the wealth less traveledWhat would it take for you to step outside your comfort zone, to take a risk and pursue your dreams? In this episode, we give you the benefit of our experience and the preparation you need to be successful in whatever endeavor you pursue.]]> 6224 0:39:56 What would it take for you to step outside your comfort zone, to take a risk and pursue your dreams? In this episode, we give you the benefit of our experience and the preparation you need to be successful in whatever endeavor you pursue. What would it take for you to step outside your comfort zone, to take a risk and pursue your dreams? In this episode, we give you the benefit of our experience and the preparation you need to be successful in whatever endeavor you pursue. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no A Quick Guide to Life Insurance for Every Generation http://www.moneyguy.com/2017/04/a-quick-guide-to-life-insurance-for-every-generation/ Wed, 19 Apr 2017 14:37:37 +0000 http://www.money-guy.com/?p=6217 A Quick Guide to Life Insurance for Every GenerationYour life insurance needs change over time. Here’s what you need to know about life insurance depending on your stage of life.]]> 6217 Here’s Your Tax Filing Day Checklist: Make Sure You Do These 6 Things http://www.moneyguy.com/2017/04/heres-your-tax-filing-day-checklist-make-sure-you-do-these-6-things/ Fri, 14 Apr 2017 19:08:14 +0000 http://www.money-guy.com/?p=6207 Here's Your Tax Filing Day Checklist: Make Sure You Do These 6 ThingsApril 18 is coming fast, and if you haven’t filed your tax return yet, here are some quick things you ought to make sure you do first.]]> 6207 Ways to Tackle Education Planning as Life Happens http://www.moneyguy.com/2017/04/ways-to-tackle-education-planning-as-life-happens/ Fri, 07 Apr 2017 15:19:42 +0000 http://www.money-guy.com/?p=6193 Ways to Tackle Education Planning When Life HappensIn this week's episode of The Money Guy Show, we talk about all the ways you can plan for your child's education and which tools will be most flexible for you no matter what path your child takes.]]> 6193 0:41:31 In this week's episode of The Money Guy Show, we talk about all the ways you can plan for your child's education and which tools will be most flexible for you no matter what path your child takes. In this week's episode of The Money Guy Show, we talk about all the ways you can plan for your child's education and which tools will be most flexible for you no matter what path your child takes. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Conflicts of Interest in Financial Services: How Every Investor Can Learn to Spot Them http://www.moneyguy.com/2017/03/conflicts-of-interest-in-financial-services-how-every-investor-can-learn-to-spot-them/ Fri, 31 Mar 2017 17:00:03 +0000 http://www.money-guy.com/?p=6180 Conflicts of Interest in Financial Services: How Every Investor Can Learn to Spot ThemAs an investor, there are certain conflicts of interest you can learn to spot – and avoid – to help protect yourself and your money from potential harm by representatives of the financial industry. Here’s a quick rundown every investor can use to spot conflicts of interest and ways you can avoid or minimize your exposure to conflict risks.]]> 6180 The Best Investment That Only 20% of Investors Have http://www.moneyguy.com/2017/03/the-best-investment-that-only-20-of-investors-have/ Sat, 25 Mar 2017 02:45:08 +0000 http://www.money-guy.com/?p=6170 The Best Investment That Only 20% of Investors HavePrepare to get a little nerdy with us as we dissect index funds, and why they are the best investment that only 20% of investors have.]]> 6170 0:36:48 Prepare to get a little nerdy with us as we dissect index funds, and why they are the best investment that only 20% of investors have. Prepare to get a little nerdy with us as we dissect index funds, and why they are the best investment that only 20% of investors have. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no 6 Super Easy Ways to Save Big on Your Taxes this Year http://www.moneyguy.com/2017/03/6-super-easy-ways-to-save-big-on-your-taxes-this-year/ Mon, 20 Mar 2017 20:52:18 +0000 http://www.money-guy.com/?p=6164 6 Super Easy Ways to Save Big on Your Taxes This YearDepending on your personal situation, tax preparation can be as simple as organizing your statements or complicated as a result of owning a business, taking distributions, or having to file an extension for whatever reason. Regardless of your personal situation, there are a few tricks you can use to save some money on your taxes this year.]]> 6164 10 Most Valuable Personal Finance Websites in 2017 http://www.moneyguy.com/2017/03/10-most-valuable-personal-finance-websites-in-2017/ Fri, 10 Mar 2017 20:46:46 +0000 http://www.money-guy.com/?p=6153 10 Most Valuable Personal Finance Websites in 2017Succeeding with your personal finances starts with making smart money decisions. Fortunately, there is plenty of financial information available at your fingertips thanks to technology and, of course, Google. While you don’t have to undertake all your financial matters on your own, some financial decisions will fall squarely on you and your family. Financial decisions […]]]> 6153 How to Win in Finance Like Warren Buffett http://www.moneyguy.com/2017/03/how-to-win-in-finance-like-warren-buffett/ Fri, 10 Mar 2017 20:36:13 +0000 http://www.money-guy.com/?p=6147 How to Win in Finance Like Warren BuffettTune in to hear us share ways you can win in finance like Warren Buffett. We'll explore the traits and behaviors that have made him such a financial success and how all of us can put his good money examples to work in our own lives.]]> 6147 0:46:48 Tune in to hear us share ways you can win in finance like Warren Buffett. We'll explore the traits and behaviors that have made him such a financial success and how all of us can put his good money examples to work in our own lives. Tune in to hear us share ways you can win in finance like Warren Buffett. We'll explore the traits and behaviors that have made him such a financial success and how all of us can put his good money examples to work in our own lives. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no How to Overcome a Bad Financial Advisor Experience http://www.moneyguy.com/2017/03/how-to-overcome-a-bad-financial-advisor-experience/ Fri, 03 Mar 2017 17:24:11 +0000 http://www.money-guy.com/?p=6133 how to overcome a bad financial advisor experienceWorking with a financial professional should provide value to you and your financial life. But when you’ve had a negative experience with a financial advisor, it can be challenging to overcome successfully.]]> 6133 10 Huge Tax Mistakes You Don’t Want To Make http://www.moneyguy.com/2017/02/10-huge-tax-mistakes-you-dont-want-to-make/ Fri, 24 Feb 2017 18:31:11 +0000 http://www.money-guy.com/?p=6116 10 huge tax mistakes you don't want to makeWith over two decades of tax preparation experience, this Money Guy Show episode shares tax preparation tips that you've probably never heard of before. We want to help you avoid the most common mistakes that people make when filing their income tax returns.]]> 6116 0:45:02 With over two decades of tax preparation experience, this Money Guy Show episode shares tax preparation tips that you've probably never heard of before. We want to help you avoid the most common mistakes that people make when filing their income tax[...] With over two decades of tax preparation experience, this Money Guy Show episode shares tax preparation tips that you've probably never heard of before. We want to help you avoid the most common mistakes that people make when filing their income tax returns. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no 6 Signs Your Money is Properly Diversified http://www.moneyguy.com/2017/02/6-signs-your-money-is-properly-diversified/ Thu, 23 Feb 2017 17:33:46 +0000 http://www.money-guy.com/?p=6107 6 signs your money is properly diversifiedFor most investors, you know that having a diversified portfolio is a best practice you ought to be following. But many people think they’re diversified when they’re really not.]]> 6107 20 Things Everyone Should Know About the Financial Industry http://www.moneyguy.com/2017/02/20-things-everyone-should-know-about-the-financial-industry/ Wed, 15 Feb 2017 17:28:57 +0000 http://www.money-guy.com/?p=6081 20 Things Everyone Should Know About the Financial IndustryWhen it comes to selecting the right financial professional for your specific needs, it might not take long before you scratch your head wondering where to start or what qualities and credentials are non-negotiable for you and your family. Simply log onto the internet and you’ll find that there is no shortage of financial education, […]]]> 6081 What to Do With Your Retirement Assets When You Change Jobs (or Retire) http://www.moneyguy.com/2017/02/what-to-do-with-your-retirement-assets-when-you-change-jobs-or-retire/ Fri, 10 Feb 2017 23:04:22 +0000 http://www.money-guy.com/?p=6062 what to do with your retirement assets when you change jobsIn this week's episode of The Money Guy Show, we let you know how to assess the options for your money when you change jobs, or retire, and what you should consider before making your final decision. Wondering what to do with your retirement assets may be a detail that slips your mind in the midst of all the hustle and bustle of such a transition. That being said, you'll want to make a decision sooner rather than later over what to do with your hard-earned dollars when you leave an employer who provided your retirement plan. ]]> 6062 0:49:20 In this week's episode of The Money Guy Show, we let you know how to assess the options for your money when you change jobs, or retire, and what you should consider before making your final decision. Wondering what to do with your retirement assets [...] In this week's episode of The Money Guy Show, we let you know how to assess the options for your money when you change jobs, or retire, and what you should consider before making your final decision. Wondering what to do with your retirement assets may be a detail that slips your mind in the midst of all the hustle and bustle of such a transition. That being said, you'll want to make a decision sooner rather than later over what to do with your hard-earned dollars when you leave an employer who provided your retirement plan. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Eyebrow-Raising Facts About How the Top 1 Percent Manages Wealth http://www.moneyguy.com/2017/01/eyebrow-raising-facts-about-how-the-top-1-percent-manages-wealth/ Sat, 28 Jan 2017 06:35:45 +0000 http://www.money-guy.com/?p=6031 Eyebrow-Raising Facts About How the Top 1 Percent Manages WealthEver wonder what is considered the top 1 percent of income earners in the United States? Or how they wind up managing their wealth differently from those of us still building wealth? Well, we've gotten some questions from our listeners about what to do with your wealth once you cross a certain threshold and how to approach some of the "fancier" products on the market that are designed specifically for people with sizable assets. The truth behind the top 1 percent of high income earners and what they do with their wealth may surprise you.]]> 6031 0:45:48 Ever wonder what is considered the top 1 percent of income earners in the United States? Or how they wind up managing their wealth differently from those of us still building wealth? Well, we've gotten some questions from our listeners about what to[...] Ever wonder what is considered the top 1 percent of income earners in the United States? Or how they wind up managing their wealth differently from those of us still building wealth? Well, we've gotten some questions from our listeners about what to do with your wealth once you cross a certain threshold and how to approach some of the "fancier" products on the market that are designed specifically for people with sizable assets. The truth behind the top 1 percent of high income earners and what they do with their wealth may surprise you. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Setting the Amount You Need for Retirement the Right Way http://www.moneyguy.com/2017/01/setting-the-amount-you-need-for-retirement-the-right-way/ Fri, 13 Jan 2017 21:18:23 +0000 http://www.money-guy.com/?p=6012 Setting Your Retirement NumberIt's the beginning of a New Year and you may be wondering if you're doing everything you should be doing right now in order to secure enough money for your eventual retirement needs. Taking a pulse of where you are financially and how you measure up against other people in your age range is a wise step towards making sure you stay on track financially. It's not enough to simply hope there will be enough money for you to retire comfortably. That's why we dedicated this episode of The Money Guy Show to helping our listeners know where you are and what you can do to work towards a better retirement.]]> 6012 0:38:10 It's the beginning of a New Year and you may be wondering if you're doing everything you should be doing right now in order to secure enough money for your eventual retirement needs. Taking a pulse of where you are financially and how you measure up[...] It's the beginning of a New Year and you may be wondering if you're doing everything you should be doing right now in order to secure enough money for your eventual retirement needs. Taking a pulse of where you are financially and how you measure up against other people in your age range is a wise step towards making sure you stay on track financially. It's not enough to simply hope there will be enough money for you to retire comfortably. That's why we dedicated this episode of The Money Guy Show to helping our listeners know where you are and what you can do to work towards a better retirement. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Are You Making These Retirement Mistakes and Don’t Even Know It? http://www.moneyguy.com/2017/01/are-you-making-these-retirement-mistakes-and-dont-even-know-it/ Sat, 07 Jan 2017 16:13:29 +0000 http://www.money-guy.com/?p=6001 Are you making these retirement mistakes without even knowing itWhether you’re 30 years old or 60 years old, planning and preparing for retirement is something no one wants to screw up. When you’re younger, you may be hoping or wondering if you’re doing everything you should be in order to secure your financial future decades from now. When you’re closer to retirement age, you […]]]> 6001 How to Build a Better Retirement in 2017 http://www.moneyguy.com/2016/12/how-to-build-a-better-retirement/ Sat, 31 Dec 2016 01:12:34 +0000 http://www.money-guy.com/?p=5981 how to build a better retirementIt's the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward to opportunities that are going to best help you reach your long-term financial goals. What better tools do we have to prepare for our future than retirement savings accounts? And with so many different types, it can get confusing over which ones to choose from. We take a deep dive into the different retirement planning tools you can use to build a better retirement in this episode of The Money Guy Show.]]> 5981 0:41:55 It's the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward to opportunities that are going to best help you reach your long-term financial goals. What better tools do we have to prepare for our future than retireme[...] It's the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward to opportunities that are going to best help you reach your long-term financial goals. What better tools do we have to prepare for our future than retirement savings accounts? And with so many different types, it can get confusing over which ones to choose from. We take a deep dive into the different retirement planning tools you can use to build a better retirement in this episode of The Money Guy Show. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no How to Approach Investing When the Markets Reach All-Time Highs http://www.moneyguy.com/2016/12/how-to-approach-investing-when-the-markets-reach-all-time-highs/ Fri, 23 Dec 2016 22:07:29 +0000 http://www.money-guy.com/?p=5971 How to Approach Investing When the Markets Reach All-Time HighsWith the DOW Jones Industrial Average striving to reach 20,000 (19,933.81 as of December 23), it creates an investment environment that can easily send investors into a frenzy over what sorts of investment moves should be made. Understandably, investors don't want to lose out on the upside of the recent market upswing, but there are a few ways to set yourself up for success so that you don't need to make any rash money moves based on a reaction to current market trends.]]> 5971 Ways to Overcome Investment Analysis Paralysis http://www.moneyguy.com/2016/12/ways-to-overcome-investment-analysis-paralysis/ Fri, 16 Dec 2016 19:27:34 +0000 http://www.money-guy.com/?p=5954 Ways to Overcome Investment Analysis ParalysisIf you've been watching the markets these last several weeks, you may be wondering what you should be doing with your investments. Rest easy, because in this episode of The Money Guy Show, we take a stroll down memory lane to explore how markets have performed over the last seventy years and what investors should do today when market performance is at an all-time high.]]> 5954 0:45:55 If you've been watching the markets these last several weeks, you may be wondering what you should be doing with your investments. Rest easy, because in this episode of The Money Guy Show, we take a stroll down memory lane to explore how markets hav[...] If you've been watching the markets these last several weeks, you may be wondering what you should be doing with your investments. Rest easy, because in this episode of The Money Guy Show, we take a stroll down memory lane to explore how markets have performed over the last seventy years and what investors should do today when market performance is at an all-time high. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no What’s Your Money Mindset? Here’s 3 Ways to Find Out http://www.moneyguy.com/2016/12/whats-your-money-mindset-heres-3-ways-to-find-out/ Fri, 09 Dec 2016 19:56:16 +0000 http://www.money-guy.com/?p=5947 what is your money mindsetHow you think can often lead to how you act. When it comes to your finances this is true also. In fact, your money mindset can determine whether or not you’re successful in reaching your financial goals by how you think and approach your financial life. Do you have a positive money mindset or a […]]]> 5947 3 Ways to Understand Your Money Mindset http://www.moneyguy.com/2016/12/3-ways-to-understand-your-money-mindset/ Fri, 02 Dec 2016 18:49:34 +0000 http://www.money-guy.com/?p=5936 3 ways to understand your money mindsetIf you're wondering how to create a money mindset that leads to financial success, this is the show for you. In this episode we walk you through the three critical areas where you can shape how you think and feel about your finances so that you're better prepared to see opportunities and pursue your dreams. ]]> 5936 0:34:17 If you're wondering how to create a money mindset that leads to financial success, this is the show for you. In this episode we walk you through the three critical areas where you can shape how you think and feel about your finances so that you're b[...] If you're wondering how to create a money mindset that leads to financial success, this is the show for you. In this episode we walk you through the three critical areas where you can shape how you think and feel about your finances so that you're better prepared to see opportunities and pursue your dreams. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no The 10 Biggest Black Friday Blunders (and how to avoid them) http://www.moneyguy.com/2016/11/the-10-biggest-black-friday-blunders-and-how-to-avoid-them/ Wed, 23 Nov 2016 17:56:50 +0000 http://www.money-guy.com/?p=5927 The 10 Biggest Black Friday BlundersBlack Friday is practically here and you're eager to get out there and take advantage of some major deals. Before you head out on the busiest shopping day of the year, here are a few very important Black Friday blunders you'll want to make sure you avoid!]]> 5927 How to Be a Retail Rambo this Black Friday http://www.moneyguy.com/2016/11/how-to-be-a-retail-rambo-this-black-friday/ Fri, 18 Nov 2016 21:23:19 +0000 http://www.money-guy.com/?p=5923 how to be a retail rambo on black fridayBlack Friday is coming and we want to prepare our listeners to be judicious spenders and maximize your hard earned dollars this holiday shopping season. In this episode of The Money Guy Show, we walk you through how to avoid the Black Friday gimmicks and get the greatest bang for your buck. Hold on tight, because we cover a lot of ground in this fun segment of our podcast. ]]> 5923 0:39:47 Black Friday is coming and we want to prepare our listeners to be judicious spenders and maximize your hard earned dollars this holiday shopping season. In this episode of The Money Guy Show, we walk you through how to avoid the Black Friday gimmick[...] Black Friday is coming and we want to prepare our listeners to be judicious spenders and maximize your hard earned dollars this holiday shopping season. In this episode of The Money Guy Show, we walk you through how to avoid the Black Friday gimmicks and get the greatest bang for your buck. Hold on tight, because we cover a lot of ground in this fun segment of our podcast. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Post-Election Finances: What to Do Now About Your Finances http://www.moneyguy.com/2016/11/post-election-finances-what-to-do-now-about-your-finances/ Mon, 14 Nov 2016 15:41:47 +0000 http://www.money-guy.com/?p=5916 Post-Election Finances: What to Do Now About Your FinancesIt is quite normal to feel a certain amount of angst about your personal finances after such a contentious presidential election season. But as the dust settles and Americans reassess where they stand on the other side of Election Day, what is the immediate and long-term impact on personal finances? ]]> 5916 How to Survive and Thrive Financially From This Year’s Presidential Election http://www.moneyguy.com/2016/11/how-to-survive-and-thrive-financially-from-this-years-presidential-election/ Fri, 04 Nov 2016 20:46:18 +0000 http://www.money-guy.com/?p=5909 Legs on asphalt road with USA flag, american election conceptThis year's presidential election has a lot of investors on edge over what the outcome will mean to their bottom line. That's why in this week's episode of The Money Guy Show, Bo and I are talking about all the ways you can survive and prosper financially regardless of who gets elected into office come November 8.]]> 5909 0:46:12 This year's presidential election has a lot of investors on edge over what the outcome will mean to their bottom line. That's why in this week's episode of The Money Guy Show, Bo and I are talking about all the ways you can survive and prosper finan[...] This year's presidential election has a lot of investors on edge over what the outcome will mean to their bottom line. That's why in this week's episode of The Money Guy Show, Bo and I are talking about all the ways you can survive and prosper financially regardless of who gets elected into office come November 8. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no 5 Ways to Overcome Financial Fears http://www.moneyguy.com/2016/10/5-ways-to-overcome-financial-fears/ Fri, 28 Oct 2016 18:43:09 +0000 http://www.money-guy.com/?p=5906 5 Ways to Overcome Financial FearFinancial fears are perfectly normal, but if they are getting in the way of your financial success it’s time to make a change. Taking the right steps can help you overcome your financial fears and take advantage of financial opportunity instead.  It’s not uncommon for Americans to feel weighed down by their financial fears. In […]]]> 5906 Maximizing the Magic: All the Ways You Can Save Money at Walt Disney World http://www.moneyguy.com/2016/10/maximizing-the-magic-all-the-ways-you-can-save-money-at-walt-disney-world/ Fri, 21 Oct 2016 17:40:03 +0000 http://www.money-guy.com/?p=5894 maximizing-the-magic_all-the-ways-you-can-save-money-at-walt-disney-worldIn this episode of The Money Guy Show, we have compiled a list of tips and tricks that will help you stretch your wallet and maximize your time when you plan your next Disney getaway. Tune in to hear Brian and Bo share their insights for maximizing the magic at Walt Disney World and also get an inside peek at Brian's most recent family trip to Disney World while Hurricane Matthew slammed the east coast.]]> 5894 0:50:40 In this episode of The Money Guy Show, we have compiled a list of tips and tricks that will help you stretch your wallet and maximize your time when you plan your next Disney getaway. Tune in to hear Brian and Bo share their insights for maximizing [...] In this episode of The Money Guy Show, we have compiled a list of tips and tricks that will help you stretch your wallet and maximize your time when you plan your next Disney getaway. Tune in to hear Brian and Bo share their insights for maximizing the magic at Walt Disney World and also get an inside peek at Brian's most recent family trip to Disney World while Hurricane Matthew slammed the east coast. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no How to Leverage Fear for Financial Opportunity http://www.moneyguy.com/2016/10/how-to-leverage-fear-for-financial-opportunity/ Fri, 07 Oct 2016 20:33:55 +0000 http://www.money-guy.com/?p=5885 how-to-leverage-fear-for-financial-opportunityEveryone has fears. It's what you do with fear that determines whether or not you will allow it to help you or hurt you. In this episode of The Money Guy Show, Brian and Bo explore how investors can leverage fear to their financial advantage and discuss the steps you can take to overcome your fears to reach success.]]> 5885 0:30:47 Everyone has fears. It's what you do with fear that determines whether or not you will allow it to help you or hurt you. In this episode of The Money Guy Show, Brian and Bo explore how investors can leverage fear to their financial advantage and dis[...] Everyone has fears. It's what you do with fear that determines whether or not you will allow it to help you or hurt you. In this episode of The Money Guy Show, Brian and Bo explore how investors can leverage fear to their financial advantage and discuss the steps you can take to overcome your fears to reach success. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no 5 Easy Ways to Keep Your Finances Simple http://www.moneyguy.com/2016/09/5-easy-ways-to-keep-your-finances-simple/ Fri, 30 Sep 2016 14:33:47 +0000 http://www.money-guy.com/?p=5879 5-easy-ways-to-keep-your-finances-simpleAt The Money Guy Show, we subscribe to the fundamental belief that complicated does not mean better when it comes to your finances. In fact, we work with our clients to keep finances as simple as possible, not just for your own convenience – but also for your benefit. With there being so many different financial […]]]> 5879 3 Steps You Can Take So You Don’t Screw Up Your Portfolio http://www.moneyguy.com/2016/09/3-steps-you-can-take-so-you-dont-screw-up-your-portfolio/ Fri, 23 Sep 2016 16:01:45 +0000 http://www.money-guy.com/?p=5870 3-steps-you-can-take-so-you-dont-screw-up-your-portfolioThere are a series of things you can do in order to set yourself up for financial success. Likewise, there are a set of things that maybe you're not doing that could be negatively impacting your financial portfolio. In this episode of The Money Guy Show, Brian and Bo walk listeners through the three easy steps you can take so you don't screw up your portfolio.]]> 5870 0:43:30 There are a series of things you can do in order to set yourself up for financial success. Likewise, there are a set of things that maybe you're not doing that could be negatively impacting your financial portfolio. In this episode of The Money Guy [...] There are a series of things you can do in order to set yourself up for financial success. Likewise, there are a set of things that maybe you're not doing that could be negatively impacting your financial portfolio. In this episode of The Money Guy Show, Brian and Bo walk listeners through the three easy steps you can take so you don't screw up your portfolio. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no The Best Money Advice You Can Put Into Practice Today http://www.moneyguy.com/2016/09/the-best-money-advice-you-can-put-into-practice-today/ Fri, 16 Sep 2016 20:58:52 +0000 http://www.money-guy.com/?p=5862 the-best-money-advice-you-can-put-into-practice-todayDid you ever wonder what the best money advice that you’ve ever received was? This answer can certainly vary from person to person depending on who you ask and what their experience with money has been. So we decided to ask some of our financially-minded colleagues how they would answer this question. What we discovered […]]]> 5862 The Best Money Advice You’ve Ever Received http://www.moneyguy.com/2016/09/the-best-money-advice-youve-ever-received/ Fri, 09 Sep 2016 16:03:52 +0000 http://www.money-guy.com/?p=5857 the-best-money-advice-youve-ever-receivedHave you ever stopped to think about what the best money advice you've ever received was? It's quite the loaded question that takes a little contemplation. Well, that's exactly what we do on this episode of The Money Guy Show. And what's even better? We invited a few of our friends to share their answer to this deep question with our listeners. ]]> 5857 0:34:41 Have you ever stopped to think about what the best money advice you've ever received was? It's quite the loaded question that takes a little contemplation. Well, that's exactly what we do on this episode of The Money Guy Show. And what's even better[...] Have you ever stopped to think about what the best money advice you've ever received was? It's quite the loaded question that takes a little contemplation. Well, that's exactly what we do on this episode of The Money Guy Show. And what's even better? We invited a few of our friends to share their answer to this deep question with our listeners. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no 5 Ways to Build Wealth (and live a happier life) http://www.moneyguy.com/2016/09/5-ways-to-build-wealth-and-live-a-happier-life/ Fri, 02 Sep 2016 20:10:17 +0000 http://www.money-guy.com/?p=5851 5 Ways to Build Wealth Money Guy ShowFinancial security and stability is something that most people want. It’s also something that most people aren’t entirely sure they have.  According to GoBanking Rates, 62% of Americans have less than $1,000 saved in their bank account. The Federal Reserve Board reports that as many as 47% of Americans wouldn’t be able to cover a […]]]> 5851 I Wish I Knew Then What I Know Now About Building Wealth http://www.moneyguy.com/2016/08/i-wish-i-knew-then-what-i-know-now-about-building-wealth/ Fri, 26 Aug 2016 18:14:24 +0000 http://www.money-guy.com/?p=5837 the money guy showIn this episode of The Money Guy Show, Brian and Bo discuss the five biggest tips the future wealthy you would want you to know right now about building wealth. This is a truly universal topic that applies to everyone - every age and every income level.]]> 5837 0:35:00 In this episode of The Money Guy Show, Brian and Bo discuss the five biggest tips the future wealthy you would want you to know right now about building wealth. This is a truly universal topic that applies to everyone - every age and every income le[...] In this episode of The Money Guy Show, Brian and Bo discuss the five biggest tips the future wealthy you would want you to know right now about building wealth. This is a truly universal topic that applies to everyone - every age and every income level. Podcasts Brian Preston, CPA, CFP®, PFS no no Health Savings Accounts 101: Everything You Need to Know http://www.moneyguy.com/2016/08/health-savings-accounts-101-everything-you-need-to-know/ Fri, 19 Aug 2016 18:43:30 +0000 http://www.money-guy.com/?p=5830 health savings accounts 101Ever toss and turn at night wondering about all the intricacies of health savings accounts? No? We didn’t think so. But, what if we told you that maybe you should. How comfortable do you feel right now with your choices when making medical decisions? If there is something that has become far more complicated than […]]]> 5830 Everything You Never Thought You Needed to Know About Health Savings Accounts http://www.moneyguy.com/2016/08/everything-you-never-thought-you-needed-to-know-about-health-savings-accounts/ Fri, 12 Aug 2016 15:38:32 +0000 http://www.money-guy.com/?p=5824 health savings accountIn our latest installment of The Money Guy Show, we're tackling the wild topic of Health Savings Accounts. Now, upon first hearing the words "health savings account" you might be thinking you don't need one of those. Listen in, because Brian and Bo unpack this incredibly useful type of savings account and you won't believe the benefits they reveal.]]> 5824 0:35:07 In our latest installment of The Money Guy Show, we're tackling the wild topic of Health Savings Accounts. Now, upon first hearing the words "health savings account" you might be thinking you don't need one of those. Listen in, because Brian and Bo [...] In our latest installment of The Money Guy Show, we're tackling the wild topic of Health Savings Accounts. Now, upon first hearing the words "health savings account" you might be thinking you don't need one of those. Listen in, because Brian and Bo unpack this incredibly useful type of savings account and you won't believe the benefits they reveal. Podcasts Brian Preston, CPA, CFP®, PFS no no The Secrets to All-Inclusive Travel http://www.moneyguy.com/2016/07/the-secrets-to-all-inclusive-travel/ Fri, 29 Jul 2016 14:00:52 +0000 http://www.money-guy.com/?p=5810 One of the primary things you dream about as you work towards financial independence is the day you get to travel and enjoy the fruit of your hard work. Most of those fantasies include a tropical beach, a cold adult beverage, and the smell of sunscreen. Unfortunately, many of us become such proficient savers that we have a hard time letting go of the purse strings to actually start spending.]]> 5810 0:42:40 One of the primary things you dream about as you work towards financial independence is the day you get to travel and enjoy the fruit of your hard work. Most of those fantasies include a tropical beach, a cold adult beverage, and the smell of sunscr[...] One of the primary things you dream about as you work towards financial independence is the day you get to travel and enjoy the fruit of your hard work. Most of those fantasies include a tropical beach, a cold adult beverage, and the smell of sunscreen. Unfortunately, many of us become such proficient savers that we have a hard time letting go of the purse strings to actually start spending. Podcasts Brian Preston, CPA, CFP®, PFS no no All You Need To Know About ABLE Accounts http://www.moneyguy.com/2016/07/all-you-need-to-know-about-able-accounts/ Fri, 15 Jul 2016 15:28:06 +0000 http://www.money-guy.com/?p=5794 The ABLE Account is an incredibly valuable new savings vehicle specifically geared for individuals with disabilities. Brian shares his personal experiences raising a special needs child and gets into the details of how these accounts operate. The ABLE Account is essentially a way to save and invest on a tax free basis to use for the support costs of disabled individuals.]]> 5794 0:29:42 The ABLE Account is an incredibly valuable new savings vehicle specifically geared for individuals with disabilities. Brian shares his personal experiences raising a special needs child and gets into the details of how these accounts operate. The AB[...] The ABLE Account is an incredibly valuable new savings vehicle specifically geared for individuals with disabilities. Brian shares his personal experiences raising a special needs child and gets into the details of how these accounts operate. The ABLE Account is essentially a way to save and invest on a tax free basis to use for the support costs of disabled individuals. Podcasts Brian Preston, CPA, CFP®, PFS no no Brexit, ETFs and Mutual Funds – What You Need to Know http://www.moneyguy.com/2016/07/brexit-etfs-and-mutual-funds-what-you-need-to-know/ Fri, 01 Jul 2016 15:00:40 +0000 http://www.money-guy.com/?p=5782 Brian and Bo jump into the Brexit conversation and give you their insight on the events and subsequent market volatility. The guys also talk through the differences between ETFs and Mutual Funds and explain which one may make the most sense for your situation]]> 5782 0:58:20 Brian and Bo jump into the Brexit conversation and give you their insight on the events and subsequent market volatility. The guys also talk through the differences between ETFs and Mutual Funds and explain which one may make the most sense for your[...] Brian and Bo jump into the Brexit conversation and give you their insight on the events and subsequent market volatility. The guys also talk through the differences between ETFs and Mutual Funds and explain which one may make the most sense for your situation Podcasts Brian Preston, CPA, CFP®, PFS no no Last Week Tonight – Retirement Plans http://www.moneyguy.com/2016/06/last-week-tonight-retirement-plans/ Fri, 17 Jun 2016 14:59:45 +0000 http://www.money-guy.com/?p=5009 Finally! Someone in the mainstream media caught up with the times and discussed some of the issues within the financial advisory world that we have been sharing with listeners for over a decade now. HBO’s John Oliver, host of Last Week Tonight, put the commission based financial advisory world on blast by sharing his experience of implementing a 401k plan for the Last Week Tonight staff.]]> 5009 0:41:58 Finally! Someone in the mainstream media caught up with the times and discussed some of the issues within the financial advisory world that we have been sharing with listeners for over a decade now. HBO’s John Oliver, host of Last Week Tonight, put [...] Finally! Someone in the mainstream media caught up with the times and discussed some of the issues within the financial advisory world that we have been sharing with listeners for over a decade now. HBO’s John Oliver, host of Last Week Tonight, put the commission based financial advisory world on blast by sharing his experience of implementing a 401k plan for the Last Week Tonight staff. Podcasts Brian Preston, CPA, CFP®, PFS no no 3 Behavioral Finance Traits You Should Avoid http://www.moneyguy.com/2016/06/3-behavioral-finance-traits-you-should-avoid/ Fri, 03 Jun 2016 15:49:17 +0000 http://www.money-guy.com/?p=4992 Without a doubt, humans are emotional creatures. You could even argue that we’re drawn to negative behaviors. A large part of becoming better and more efficient with managing your personal finances is to work to control and tame that emotional behavior. In this episode, we address 3 Behavioral Finance Phenomena That Impact Your Finances, and we give you a guide to restore order to financial chaos.]]> 4992 0:29:07 Without a doubt, humans are emotional creatures. You could even argue that we’re drawn to negative behaviors. A large part of becoming better and more efficient with managing your personal finances is to work to control and tame that emotional behav[...] Without a doubt, humans are emotional creatures. You could even argue that we’re drawn to negative behaviors. A large part of becoming better and more efficient with managing your personal finances is to work to control and tame that emotional behavior. In this episode, we address 3 Behavioral Finance Phenomena That Impact Your Finances, and we give you a guide to restore order to financial chaos. Podcasts Brian Preston, CPA, CFP®, PFS no no The Path to Wealth and Financial Freedom http://www.moneyguy.com/2016/05/path-to-wealth-and-financial-freedom/ Fri, 27 May 2016 13:00:59 +0000 http://www.money-guy.com/?p=4981 Path to Wealth and Financial FreedomDo you have what it takes to become wealthy? I mean truly wealthy, and not the pretentious examples of wealth that are only defined by luxury cars and guard-gated neighborhoods. If you’ve followed the Money Guy Show for a while and applied some of the tips you’ve learned over the years, perhaps you do. But for […]]]> 4981 Use Tax Planning as a Window into Your Financial Future http://www.moneyguy.com/2016/05/tax-planning/ Fri, 20 May 2016 15:00:44 +0000 http://www.money-guy.com/?p=4987 Tax PlanningWith April behind us, you might feel a sense of relief since you won’t have to deal with anything tax-related for a while. But just because you’ve completed your taxes for the year doesn’t mean you’re done with tax planning. Your tax return can tell you a lot about your financial life. In fact, we like to think of it as the window into all of your most important financial decisions. On this episode, we’ll help you put together your tax planning toolbox by sharing what you need to know to take as many deductions as possible, identify tax savings opportunities, and so much more!]]> 4987 0:37:48 With April behind us, you might feel a sense of relief since you won’t have to deal with anything tax-related for a while. But just because you’ve completed your taxes for the year doesn’t mean you’re done with tax planning. Your tax return can t[...] With April behind us, you might feel a sense of relief since you won’t have to deal with anything tax-related for a while. But just because you’ve completed your taxes for the year doesn’t mean you’re done with tax planning. Your tax return can tell you a lot about your financial life. In fact, we like to think of it as the window into all of your most important financial decisions. On this episode, we’ll help you put together your tax planning toolbox by sharing what you need to know to take as many deductions as possible, identify tax savings opportunities, and so much more! Podcasts Brian Preston, CPA, CFP®, PFS no no What You Can Learn from Volatility in the Markets http://www.moneyguy.com/2016/05/learn-from-volatility/ Fri, 13 May 2016 13:00:50 +0000 http://www.money-guy.com/?p=4965 Learn From VolatilityIf you’ve watched business news or read any financial publications lately, you’ve probably heard a lot about market volatility. Defined simply as the day-to-day stock market swings, the topic is almost single-handedly responsible for most of the panic-inducing financial headlines produced by the media. Many investors feel anxiety at the mere mention of the word […]]]> 4965 The Importance of a Proper Estate Plan http://www.moneyguy.com/2016/05/estate-plan/ Fri, 06 May 2016 16:00:54 +0000 http://www.money-guy.com/?p=4972 window-view-1081788_960_720A few weeks ago, the death of musical icon Prince sent shockwaves through fans around the world. But perhaps what was more shocking than his untimely death, was the revelation that he passed away without a will or proper estate plan in place. Creating an estate plan isn’t something you do for your own benefit -- it’s for the loved ones left behind. Today, we're discussing what you need to structure in your life to ensure you have a solid estate plan in place so you can start developing your own.]]> 4972 0:48:35 A few weeks ago, the death of musical icon Prince sent shockwaves through fans around the world. But perhaps what was more shocking than his untimely death, was the revelation that he passed away without a will or proper estate plan in place. Creati[...] A few weeks ago, the death of musical icon Prince sent shockwaves through fans around the world. But perhaps what was more shocking than his untimely death, was the revelation that he passed away without a will or proper estate plan in place. Creating an estate plan isn’t something you do for your own benefit -- it’s for the loved ones left behind. Today, we're discussing what you need to structure in your life to ensure you have a solid estate plan in place so you can start developing your own. Podcasts Brian Preston, CPA, CFP®, PFS no no Want the Reward? Better Understand Risk http://www.moneyguy.com/2016/04/understand-risk/ Fri, 29 Apr 2016 22:00:14 +0000 http://www.money-guy.com/?p=4959 Risk and RewardIn the investing world, risk and reward go hand in hand. The more risk you take on, the higher returns you can expect. And while the key to prudent investing is striking the right balance between appropriate risk and potential reward, many investors find themselves chasing returns to the detriment of their investment portfolio. While […]]]> 4959 Breaking Down the It Factor http://www.moneyguy.com/2016/04/the-it-factor/ Fri, 22 Apr 2016 15:21:57 +0000 http://www.money-guy.com/?p=4952 NV0eHnNkQDHA21GC3BAJ_Paris LouvrEver wondered how super-productive people seem to get everything done -- and make it look so easy in the process? You're not alone in asking this question. How do they do it, when we all have the same 24 hours in a day? We're bringing you the answer on this episode of The Money Guy Show! We discuss that elusive it factor and outline the actions that you can take to shift your focus and begin boosting your productivity to reach a higher level.]]> 4952 0:39:56 Ever wondered how super-productive people seem to get everything done -- and make it look so easy in the process? You're not alone in asking this question. How do they do it, when we all have the same 24 hours in a day? We're bringing you the answer[...] Ever wondered how super-productive people seem to get everything done -- and make it look so easy in the process? You're not alone in asking this question. How do they do it, when we all have the same 24 hours in a day? We're bringing you the answer on this episode of The Money Guy Show! We discuss that elusive it factor and outline the actions that you can take to shift your focus and begin boosting your productivity to reach a higher level. Podcasts Brian Preston, CPA, CFP®, PFS no no 5 Ways to Raise Money-Smart Kids http://www.moneyguy.com/2016/04/raise-money-smart-kids/ Fri, 15 Apr 2016 12:00:41 +0000 http://www.money-guy.com/?p=4942 Money Smart KidsTeaching kids how to effectively manage money is one of the most difficult tasks that parents face. We want them to make better financial decisions than we did, but we often spend more time telling our children what they should do, instead of displaying the right behaviors and allowing them to follow in our footsteps. It’s […]]]> 4942 The Money Guy Mailbag Episode http://www.moneyguy.com/2016/04/money-guy-mailbag-episode/ Fri, 08 Apr 2016 15:00:02 +0000 http://www.money-guy.com/?p=4937 Money Guy MailbagEver wish the Money Guys would answer YOUR money-related question? That's exactly what we're doing in today's episode, as we answer questions from members of the Money Guy family. A few weeks ago, we asked show listeners on Facebook to tell us what you want covered on the podcast -- and we got a wealth of great topics. Let's dig into the mailbag and respond to the questions that matter to you!]]> 4937 0:44:32 Ever wish the Money Guys would answer YOUR money-related question? That's exactly what we're doing in today's episode, as we answer questions from members of the Money Guy family. A few weeks ago, we asked show listeners on Facebook to tell us what [...] Ever wish the Money Guys would answer YOUR money-related question? That's exactly what we're doing in today's episode, as we answer questions from members of the Money Guy family. A few weeks ago, we asked show listeners on Facebook to tell us what you want covered on the podcast -- and we got a wealth of great topics. Let's dig into the mailbag and respond to the questions that matter to you! Podcasts Brian Preston, CPA, CFP®, PFS no no Is There a Magic Formula to Success? http://www.moneyguy.com/2016/04/is-there-a-magic-formula-to-success/ Fri, 01 Apr 2016 17:00:11 +0000 http://www.money-guy.com/?p=4914 Magic Formula to SuccessHave you ever been around people where everything they touch seems to turn to gold? They just seem to have door after door open for them, and as a result, they have opportunity after opportunity. Is it because they are smarter than you? Probably not. Did they have some top-secret information that you weren’t privy […]]]> 4914 Everything You Need to Know About IRAs http://www.moneyguy.com/2016/03/know-about-iras/ Fri, 25 Mar 2016 16:00:15 +0000 http://www.money-guy.com/?p=4933 What You Need to Know About IRAsHow much do you really know about IRAs? When you can choose between Traditional, Roth, SEP, SIMPLE, and more IRA options, it’s easy to get confused. How can you be sure that you’re choosing the right one? By tuning into the Money Guy Show, of course. On the show today, we’re talking about the evolution of IRAs and why they're not all created equal. We break down each account option available and help you make sense of their long-term benefit to your bottom line.]]> 4933 0:36:10 How much do you really know about IRAs? When you can choose between Traditional, Roth, SEP, SIMPLE, and more IRA options, it’s easy to get confused. How can you be sure that you’re choosing the right one? By tuning into the Money Guy Show, of cou[...] How much do you really know about IRAs? When you can choose between Traditional, Roth, SEP, SIMPLE, and more IRA options, it’s easy to get confused. How can you be sure that you’re choosing the right one? By tuning into the Money Guy Show, of course. On the show today, we’re talking about the evolution of IRAs and why they're not all created equal. We break down each account option available and help you make sense of their long-term benefit to your bottom line. Podcasts Brian Preston, CPA, CFP®, PFS no no Tax Cheats and Staying Out of Trouble http://www.moneyguy.com/2016/03/tax-cheats-and-staying-out-of-trouble/ Fri, 18 Mar 2016 17:00:44 +0000 http://www.money-guy.com/?p=4906 Tax Cheats andWith the new year in full swing, it’s once again time to start preparing for tax season. This is a crucial time for many taxpayers as they attempt to find a balance between lowering their tax burden — while also avoiding anything remotely suspicious that could catch the watchful eye of the IRS. Every year, […]]]> 4906 Financial Order of Operations, Money Guy Style http://www.moneyguy.com/2016/03/financial-order-of-operations/ Fri, 11 Mar 2016 17:00:20 +0000 http://www.money-guy.com/?p=4918 WorkspaceOften, not knowing all the good ways to put money to work for you isn't the problem stopping you from achieving financial success. It's knowing what to do first and how to prioritize when we all have so many competing financial goals. It'd be great if there was a sort of financial order of operations we could use to know the right order of steps to take to build wealth, right? Which is why, on today’s episode, we’re giving you that order of operations for managing your finances. Tune in and learn more!]]> 4918 0:29:07 Often, not knowing all the good ways to put money to work for you isn't the problem stopping you from achieving financial success. It's knowing what to do first and how to prioritize when we all have so many competing financial goals. It'd be great [...] Often, not knowing all the good ways to put money to work for you isn't the problem stopping you from achieving financial success. It's knowing what to do first and how to prioritize when we all have so many competing financial goals. It'd be great if there was a sort of financial order of operations we could use to know the right order of steps to take to build wealth, right? Which is why, on today’s episode, we’re giving you that order of operations for managing your finances. Tune in and learn more! Podcasts Brian Preston, CPA, CFP®, PFS no no What Does a Fed Rate Hike Mean for You? http://www.moneyguy.com/2016/03/fed-rate-hike/ Fri, 04 Mar 2016 17:00:13 +0000 http://www.money-guy.com/?p=4898 Fed Rate HikeThe Federal Reserve recently did something that hadn’t been done in nearly a decade: they raised interest rates. While the move was a tiny, incremental increase (one-quarter of a percentage point), the impact could ultimately affect anyone with a mortgage, auto loans, savings accounts, or money invested in the stock market. What does a Fed rate hike mean for […]]]> 4898 The Secrets of the Financial Planning Industry http://www.moneyguy.com/2016/02/secrets-of-the-financial-planning-industry/ Fri, 26 Feb 2016 17:00:22 +0000 http://www.money-guy.com/?p=4901 Secrets of the Financial Planning IndustryHave you ever felt confused about what REALLY goes on in the financial planning industry? Traditionally, financial planning as a profession has lacked transparency, and stories of bad experiences with salespeople disguised as "advisors" deter many people from even trying to seek out reliable, trustworthy financial planners. On today's episode, we're pulling back the curtain to shed light on what really goes on in the financial planning industry, what you need to know to identify sure signs of a good thing and red flags that serve as warnings, and much more.]]> 4901 0:36:14 Have you ever felt confused about what REALLY goes on in the financial planning industry? Traditionally, financial planning as a profession has lacked transparency, and stories of bad experiences with salespeople disguised as "advisors" deter many p[...] Have you ever felt confused about what REALLY goes on in the financial planning industry? Traditionally, financial planning as a profession has lacked transparency, and stories of bad experiences with salespeople disguised as "advisors" deter many people from even trying to seek out reliable, trustworthy financial planners. On today's episode, we're pulling back the curtain to shed light on what really goes on in the financial planning industry, what you need to know to identify sure signs of a good thing and red flags that serve as warnings, and much more. Podcasts Brian Preston, CPA, CFP®, PFS no no HSAs, FSAs, and More, Oh My! http://www.moneyguy.com/2016/02/hsas-fsas-and-more/ Fri, 19 Feb 2016 17:00:34 +0000 http://www.money-guy.com/?p=4888 HSAs and FSAsDespite the title, HSAs and FSAs aren’t really all that alarming. These accounts are really beneficial if you can take advantage, and the only challenge is in determining which accounts you’re eligible for (and if you qualify for both, determining which of the two makes the most sense for you). HSAs are health savings accounts, […]]]> 4888 How to Spot and Maximize Opportunities http://www.moneyguy.com/2016/02/maximize-opportunities/ Fri, 12 Feb 2016 20:09:42 +0000 http://www.money-guy.com/?p=4892 Maximize OpportunitiesThere’s not a single person that enjoys missing out on great opportunities -- especially those that have the potential to completely change the trajectory of life. And yet, many of us do this by not recognizing when opportunities are presented, or having all sorts of reasons why we can't pursue them when we DO recognize them. Today, let's talk about how to get past that so you can identify where you can make the most of your unique talents. Tune in and start maximizing the opportunities that come your way!]]> 4892 0:47:24 There’s not a single person that enjoys missing out on great opportunities -- especially those that have the potential to completely change the trajectory of life. And yet, many of us do this by not recognizing when opportunities are presented, or h[...] There’s not a single person that enjoys missing out on great opportunities -- especially those that have the potential to completely change the trajectory of life. And yet, many of us do this by not recognizing when opportunities are presented, or having all sorts of reasons why we can't pursue them when we DO recognize them. Today, let's talk about how to get past that so you can identify where you can make the most of your unique talents. Tune in and start maximizing the opportunities that come your way! Podcasts Brian Preston, CPA, CFP®, PFS no no 3 Things to Do When the Stock Market Drops http://www.moneyguy.com/2016/02/stock-market-drops/ Fri, 05 Feb 2016 17:00:41 +0000 http://www.money-guy.com/?p=4884 Stock Market DropThe stock market started 2016 on shaky ground, with many indices getting close to (or below) 52-week lows. Regardless of whether you’re an active or passive investor, chances are the fluctuations of the market have affected your investment accounts in some capacity — and they’ve almost certainly impacted your emotions. Many investors get unnecessarily panicked […]]]> 4884 Financial Mistakes You Hope Your Friends Will Make http://www.moneyguy.com/2016/01/financial-mistakes-you-hope-your-friends-will-make/ Fri, 29 Jan 2016 19:09:44 +0000 http://www.money-guy.com/?p=4876 Financial MistakeIt’s always nice to enjoy your hard-earned money -- but not so much that you sabotage your future financial goals. But there may be ways to enjoy all the benefits of vacation homes, specialty vehicles, and other luxury, lifestyle purchases without allowing these potential landmines to derail your long-term financial plans. These are the kind of financial "mistakes" you want to avoid.. but may wish your friends make! It's all in good fun, and this week's episode takes a look at why these kinds of luxury purchases can put you off the path to financial success -- and some smarter, simpler ways to enjoy the good life without losing out on opportunities to grow real wealth.]]> 4876 0:32:42 It’s always nice to enjoy your hard-earned money -- but not so much that you sabotage your future financial goals. But there may be ways to enjoy all the benefits of vacation homes, specialty vehicles, and other luxury, lifestyle purchases without a[...] It’s always nice to enjoy your hard-earned money -- but not so much that you sabotage your future financial goals. But there may be ways to enjoy all the benefits of vacation homes, specialty vehicles, and other luxury, lifestyle purchases without allowing these potential landmines to derail your long-term financial plans. These are the kind of financial "mistakes" you want to avoid.. but may wish your friends make! It's all in good fun, and this week's episode takes a look at why these kinds of luxury purchases can put you off the path to financial success -- and some smarter, simpler ways to enjoy the good life without losing out on opportunities to grow real wealth. Podcasts Brian Preston, CPA, CFP®, PFS no no What Are My Options for Student Loan Forgiveness and Repayment? http://www.moneyguy.com/2016/01/student-loan-forgiveness/ Fri, 22 Jan 2016 17:00:21 +0000 http://www.money-guy.com/?p=4869 Student Loan ForgivenessEvery year, a new crop of graduates attempts to navigate the post-collegiate economy where finding any job, let alone one in your field of study, is an accomplishment. While some are enjoying marginal success, many more are finding it increasingly difficult to manage the financial burden of student loan debt that rivals their annual take-home […]]]> 4869 All the Financial Advice You Need on an Index Card http://www.moneyguy.com/2016/01/financial-advice-index-card/ Fri, 15 Jan 2016 17:00:10 +0000 http://www.money-guy.com/?p=4863 Financial Advice You Can Fit on an Index CardHappy 2016! The Money-Guys are thrilled to celebrate 10 years of producing The Money Guy Show. It’s been an incredible decade of sharing this podcast with you. Thanks for being along for the ride. On this episode, we want to cover something you might have seen in the news recently: the claim that you can fit all the financial advice you need on an index card. But we’re putting a bit of Money Guy twist on things, and sharing some unique tips and ideas for smart and simple money management.]]> 4863 0:39:05 Happy 2016! The Money-Guys are thrilled to celebrate 10 years of producing The Money Guy Show. It’s been an incredible decade of sharing this podcast with you. Thanks for being along for the ride. On this episode, we want to cover something you m[...] Happy 2016! The Money-Guys are thrilled to celebrate 10 years of producing The Money Guy Show. It’s been an incredible decade of sharing this podcast with you. Thanks for being along for the ride. On this episode, we want to cover something you might have seen in the news recently: the claim that you can fit all the financial advice you need on an index card. But we’re putting a bit of Money Guy twist on things, and sharing some unique tips and ideas for smart and simple money management. Podcasts Brian Preston, CPA, CFP®, PFS no no The 30(ish) Minute Financial Plan http://www.moneyguy.com/2016/01/the-30ish-minute-financial-plan-2/ Fri, 01 Jan 2016 18:02:06 +0000 http://www.money-guy.com/?p=4849 Financial PlanHappy New Year, y'all! We want to start your new year off right in this first Money Guy Show episode of 2016. Whether you just started your financial journey or you consider yourself a money master, today's podcast will get you on the right path to financial success. We're bringing you all you need to know to create your own financial plan in just about 30 minutes. Ready to get started?]]> 4849 0:54:03 Happy New Year, y'all! We want to start your new year off right in this first Money Guy Show episode of 2016. Whether you just started your financial journey or you consider yourself a money master, today's podcast will get you on the right path to [...] Happy New Year, y'all! We want to start your new year off right in this first Money Guy Show episode of 2016. Whether you just started your financial journey or you consider yourself a money master, today's podcast will get you on the right path to financial success. We're bringing you all you need to know to create your own financial plan in just about 30 minutes. Ready to get started? Podcasts Brian Preston, CPA, CFP®, PFS no no The Right Money Moves to Get on Track for 2016 http://www.moneyguy.com/2015/12/the-right-money-moves-to-get-on-track-for-2016/ Fri, 25 Dec 2015 17:00:42 +0000 http://www.money-guy.com/?p=4832 Money Moves Right Financial TrackDoes money stress you out? Do you want to improve your financial situation? It’s time to get on the right track with your personal finances and 2016 is the year to do it. If you’re wondering where to start, use this guide that walks you through these money moves to make real progress in the […]]]> 4832 7 Must-Read Books for Success in 2016 http://www.moneyguy.com/2015/12/7-must-read-books-for-success-in-2016/ Fri, 18 Dec 2015 17:00:29 +0000 http://www.money-guy.com/?p=4837 Must Read BooksGet your New Year reading list in order with our 7 must-read book recommendations for 2016. Whether you want to improve your financial health or focus on self-development, these books have you covered. If you’ve ever wondered what information helped shape us into the financial experts we are today, this show provides the answers. After tuning in, don't forget to connect with us on Twitter @MoneyGuyPodcast, or check us out on Facebook. Share your own book recommendations with us on social media -- we’d love to hear what you think we missed.]]> 4837 0:30:12 Get your New Year reading list in order with our 7 must-read book recommendations for 2016. Whether you want to improve your financial health or focus on self-development, these books have you covered. If you’ve ever wondered what information helped[...] Get your New Year reading list in order with our 7 must-read book recommendations for 2016. Whether you want to improve your financial health or focus on self-development, these books have you covered. If you’ve ever wondered what information helped shape us into the financial experts we are today, this show provides the answers. After tuning in, don't forget to connect with us on Twitter @MoneyGuyPodcast, or check us out on Facebook. Share your own book recommendations with us on social media -- we’d love to hear what you think we missed. Podcasts Brian Preston, CPA, CFP®, PFS no no How to Invest in Yourself on a Budget http://www.moneyguy.com/2015/12/how-to-invest-in-yourself-on-a-budget/ Fri, 11 Dec 2015 13:00:56 +0000 http://www.money-guy.com/?p=4819 Invest in YourselfInvesting in yourself can be one of the most beneficial actions you take in 2016. And this doesn’t need to mean costly higher education. You can invest in yourself on a budget if you consider alternatives for continuing education. Continuing your education can improve your career, inspire you to start a passion project, help you learn a […]]]> 4819 The Expensive Truth About Annuities http://www.moneyguy.com/2015/12/truth-about-annuities/ Fri, 04 Dec 2015 17:01:32 +0000 http://www.money-guy.com/?p=4826 Truth about AnnuitiesToday, we want to expose a few truths about a type of investment that gets a lot of folks in the financial world fired up. We're sharing the truth about annuities on this episode of The Money-Guy Show, and explaining what you need to know about four different types of annuities and the expensive fees associated with each.]]> 4826 0:40:21 Today, we want to expose a few truths about a type of investment that gets a lot of folks in the financial world fired up. We're sharing the truth about annuities on this episode of The Money-Guy Show, and explaining what you need to know about four[...] Today, we want to expose a few truths about a type of investment that gets a lot of folks in the financial world fired up. We're sharing the truth about annuities on this episode of The Money-Guy Show, and explaining what you need to know about four different types of annuities and the expensive fees associated with each. Podcasts Brian Preston, CPA, CFP®, PFS no no The Power of Reducing Your Spending http://www.moneyguy.com/2015/11/power-of-reducing-your-spending/ Fri, 27 Nov 2015 17:00:11 +0000 http://www.money-guy.com/?p=4795 reducing you spendingHave you ever wanted to make extra money — immediately? Maybe you did a quick Google search on how to earn more and then tried things like selling items online, starting a side hustle, or taking online surveys. These activities can generate extra income. But let’s not forget one of the most powerful ways you can generate […]]]> 4795 7 Steps for Successful Vision Planning in 2016 http://www.moneyguy.com/2015/11/7-steps-for-successful-vision-planning-in-2016/ Fri, 20 Nov 2015 16:00:11 +0000 http://www.money-guy.com/?p=4816 Vision Planning for 2016In this episode, your Money Guys cover a few tips on Black Friday shopping before revealing 7 steps you can take to have a successful 2016. If you’ve found you’re not happy with where you are and want to push past boundaries in 2016, this show will leave you feeling inspired to take action.]]> 4816 0:36:43 In this episode, your Money Guys cover a few tips on Black Friday shopping before revealing 7 steps you can take to have a successful 2016. If you’ve found you’re not happy with where you are and want to push past boundaries in 2016, this show will [...] In this episode, your Money Guys cover a few tips on Black Friday shopping before revealing 7 steps you can take to have a successful 2016. If you’ve found you’re not happy with where you are and want to push past boundaries in 2016, this show will leave you feeling inspired to take action. Podcasts Brian Preston, CPA, CFP®, PFS no no What to Do with Your Money Instead of Shopping on Black Friday http://www.moneyguy.com/2015/11/what-to-do-with-your-money-black-friday/ Fri, 13 Nov 2015 16:00:30 +0000 http://www.money-guy.com/?p=4807 What to Do with Your Money Other than Black FridayTired of how early the holiday shopping season starts? This year, make a statement: vote with your dollar and put your money to better use than joining the shopping frenzy on Black Friday. You’ll avoid the crowds (and the consumer culture!), have more time to spend with your loved ones, and build a better financial situation […]]]> 4807 11 Dangerous Financial Mistakes Couples Make http://www.moneyguy.com/2015/11/11-dangerous-financial-mistakes-couples-make/ Fri, 06 Nov 2015 16:00:14 +0000 http://www.money-guy.com/?p=4799 Dangerous Financial Mistakes Couples MakeDo you and your other half function as a team? If you’re the financially dominant one, do you include your spouse in all financial decisions? Does your spouse understand why you make those decisions? We’re covering these topics and more as we take a deep dive into how couples can successfully manage their financial lives together. Learn the 11 most common -- and dangerous -- mistakes we see couples make with their money, and gain insight into how you can avoid these missteps in your own marriage and life.]]> 4799 0:34:27 Do you and your other half function as a team? If you’re the financially dominant one, do you include your spouse in all financial decisions? Does your spouse understand why you make those decisions? We’re covering these topics and more as we tak[...] Do you and your other half function as a team? If you’re the financially dominant one, do you include your spouse in all financial decisions? Does your spouse understand why you make those decisions? We’re covering these topics and more as we take a deep dive into how couples can successfully manage their financial lives together. Learn the 11 most common -- and dangerous -- mistakes we see couples make with their money, and gain insight into how you can avoid these missteps in your own marriage and life. Podcasts Brian Preston, CPA, CFP®, PFS no no How to Prioritize Your “Next Level” Financial Goals http://www.moneyguy.com/2015/10/prioritize-next-level-financial-goals/ Fri, 30 Oct 2015 16:00:52 +0000 http://www.money-guy.com/?p=4738 Prioritze Your Next Level Financial GoalsHave you already prioritized having an emergency fund, setting up automatic retirement contributions, and repaying consumer debt? You’re in great shape, but you might be wondering how to prioritize your “next level” financial goals — the ones that aren’t as simple as setting up a monthly transfer to your savings. It’s important to think ahead […]]]> 4738 3 Ways to Make Your Money Go Farther http://www.moneyguy.com/2015/10/make-your-money-go-farther/ Fri, 23 Oct 2015 16:00:21 +0000 http://www.money-guy.com/?p=4786 ShoppingThe holidays are fast approaching, and that means holiday shopping. But if you want to learn how to take advantage of sales year-round -- and not just during the holidays -- then you’ll want to tune into this episode. We’re covering 3 simple but often overlooked ways you can make your money go 3 to 5% further than the rest of your peers.]]> 4786 0:36:45 The holidays are fast approaching, and that means holiday shopping. But if you want to learn how to take advantage of sales year-round -- and not just during the holidays -- then you’ll want to tune into this episode. We’re covering 3 simple but oft[...] The holidays are fast approaching, and that means holiday shopping. But if you want to learn how to take advantage of sales year-round -- and not just during the holidays -- then you’ll want to tune into this episode. We’re covering 3 simple but often overlooked ways you can make your money go 3 to 5% further than the rest of your peers. Podcasts Brian Preston, CPA, CFP®, PFS no no The Best Way Frugal Travelers Can Save Money (and Still Have a Great Trip) http://www.moneyguy.com/2015/10/best-way-frugal-travelers-can-save-money/ Fri, 16 Oct 2015 16:00:33 +0000 http://www.money-guy.com/?p=4753 plane-50893_640For frugal individuals who love to travel, it can be difficult to travel regularly, stay on budget and still have a great trip. Luckily, there are certain ways budget travelers can enjoy the sights and keep some money in their pockets — and one of the best is to travel between seasons. If you’ve ever […]]]> 4753 How to Get Out of Traps Laid by Bad Investments http://www.moneyguy.com/2015/10/traps-laid-by-bad-investments/ Fri, 09 Oct 2015 18:25:20 +0000 http://www.money-guy.com/?p=4772 chart-594212_640Do you feel stuck with an individual stock you bought? Or maybe you bought into a front-loaded mutual fund a while ago, and now you’re not sure what to do with it. Perhaps you’ve got one of those variable annuities and it’s dragging your financial life down. On the show today, we’re talking about financial follies and the traps we fall into from bad investments -- and how to get out of them. ]]> 4772 0:44:56 Do you feel stuck with an individual stock you bought? Or maybe you bought into a front-loaded mutual fund a while ago, and now you’re not sure what to do with it. Perhaps you’ve got one of those variable annuities and it’s dragging your financial l[...] Do you feel stuck with an individual stock you bought? Or maybe you bought into a front-loaded mutual fund a while ago, and now you’re not sure what to do with it. Perhaps you’ve got one of those variable annuities and it’s dragging your financial life down. On the show today, we’re talking about financial follies and the traps we fall into from bad investments -- and how to get out of them. Podcasts Brian Preston, CPA, CFP®, PFS no no Should You Invest or Pay Down Debt? http://www.moneyguy.com/2015/10/should-you-invest-or-pay-down-debt/ Fri, 02 Oct 2015 16:00:43 +0000 http://www.money-guy.com/?p=4750 Should You Invest or Pay Down DebtWhen you’re young and burdened by debt, making the decision between debt repaying versus investing may seem impossible. How can you invest if all of your extra money goes to debt repayment? While deciding what to do with any extra savings can be tough, it is possible to manage competing financial priorities. Here’s what to […]]]> 4750 Have Kids? Here’s How to Save for College http://www.moneyguy.com/2015/09/have-kids-heres-how-to-save-for-college/ Fri, 25 Sep 2015 16:00:59 +0000 http://www.money-guy.com/?p=4761 How to Save for CollegeIf you have children, you know a huge cost you'll face as a parent is higher education. In this episode of The Money-Guy Show, Brian and Bo cover 5 important areas that you need to think about in discovering how to save for college -- including where to put your savings and how to invest in plans like 529s.]]> 4761 0:45:19 If you have children, you know a huge cost you'll face as a parent is higher education. In this episode of The Money-Guy Show, Brian and Bo cover 5 important areas that you need to think about in discovering how to save for college -- including wher[...] If you have children, you know a huge cost you'll face as a parent is higher education. In this episode of The Money-Guy Show, Brian and Bo cover 5 important areas that you need to think about in discovering how to save for college -- including where to put your savings and how to invest in plans like 529s. Podcasts Brian Preston, CPA, CFP®, PFS no no How to Avoid Burning Out on Your Financial Goals http://www.moneyguy.com/2015/09/avoid-burning-out-on-your-financial-goals/ Fri, 18 Sep 2015 16:00:33 +0000 http://www.money-guy.com/?p=4707 Avoid burning out on your financial goalsIf you’re a faithful listener of The Money-Guy Show, you’re probably all about setting goals. We love the process behind creating a plan to achieve your goals, as it forces you to think about the future. It also fosters being more intentional with your time and money. However, it’s possible to get a little too ambitious when […]]]> 4707 Rethink the Way You Look at Cash http://www.moneyguy.com/2015/09/rethink-the-way-you-look-at-cash/ Sat, 12 Sep 2015 00:49:43 +0000 http://www.money-guy.com/?p=4741 Rethink the way you look at cashFeel like cash is a boring way to go -- when you could be making great returns in the stock market? Cash may not be as exciting as smart investments, but it's still a vital part of a comprehensive financial plan. This week, Bo and Brian chat about why and how to rethink the way you look at cash.]]> 4741 0:34:22 Feel like cash is a boring way to go -- when you could be making great returns in the stock market? Cash may not be as exciting as smart investments, but it's still a vital part of a comprehensive financial plan. This week, Bo and Brian chat about w[...] Feel like cash is a boring way to go -- when you could be making great returns in the stock market? Cash may not be as exciting as smart investments, but it's still a vital part of a comprehensive financial plan. This week, Bo and Brian chat about why and how to rethink the way you look at cash. Podcasts Brian Preston, CPA, CFP®, PFS no no Get Into Good Financial Shape While You’re Young http://www.moneyguy.com/2015/09/good-financial-shape/ Fri, 04 Sep 2015 17:00:50 +0000 http://www.money-guy.com/?p=4704 Good Financial Shape While YoungImproving your financial situation now leads to a better foundation for a great future. Here are a few benefits of getting in good financial shape while you're young.]]> 4704 Are Robo-Advisors the Enemy? With Jon Stein from Betterment http://www.moneyguy.com/2015/08/robo-advisors-jon-stein-betterment/ Fri, 28 Aug 2015 16:00:12 +0000 http://www.money-guy.com/?p=4733 Robo AdvisorsTune in today for an exclusive interview with an industry insider: CEO of robo-advisor platform Betterment, Jon Stein. Brian and Jon talk about everything from the future of the financial advice industry to how Betterment goes beyond technology to help its investors. You don't want to miss this episode of The Money-Guy Show!]]> 4733 0:31:56 Tune in today for an exclusive interview with an industry insider: CEO of robo-advisor platform Betterment, Jon Stein. Brian and Jon talk about everything from the future of the financial advice industry to how Betterment goes beyond technology to h[...] Tune in today for an exclusive interview with an industry insider: CEO of robo-advisor platform Betterment, Jon Stein. Brian and Jon talk about everything from the future of the financial advice industry to how Betterment goes beyond technology to help its investors. You don't want to miss this episode of The Money-Guy Show! Podcasts Brian Preston, CPA, CFP®, PFS no no Don’t Get Spooked by Market Volatility http://www.moneyguy.com/2015/08/spooked-by-market-volatility/ Wed, 26 Aug 2015 16:00:46 +0000 http://www.money-guy.com/?p=4726 Stock Market Market VolatilityThis is a special bonus episode of The Money-Guy Show. In light of recent market activity, we're re-releasing a past show that covered the importance of staying rational and understanding what market volatility really means.]]> 4726 0:55:07 This is a special bonus episode of The Money-Guy Show. In light of recent market activity, we're re-releasing a past show that covered the importance of staying rational and understanding what market volatility really means. This is a special bonus episode of The Money-Guy Show. In light of recent market activity, we're re-releasing a past show that covered the importance of staying rational and understanding what market volatility really means. Podcasts Brian Preston, CPA, CFP®, PFS no no 3 Steps to Take When You Ask for a Raise http://www.moneyguy.com/2015/08/ask-for-a-raise/ Fri, 21 Aug 2015 17:00:27 +0000 http://www.money-guy.com/?p=4691 light-828547_640Asking for a raise is one of the most simple and effective ways to increase our earning potential. Yet, how often do we make that ask? Are you guilty of letting the fear of rejection get to you? Does talking money and compensation with your employer make you nervous? It’s time to put those fears […]]]> 4691 5 Tips on Navigating Marriage and Money http://www.moneyguy.com/2015/08/5-tips-on-navigating-marriage-and-money/ Fri, 14 Aug 2015 16:00:00 +0000 http://www.money-guy.com/?p=4717 Marriage and MoneyWhether you’re a newlywed or have been married for decades, navigating marriage and money can be tricky. Don't fall victim to financial arguments, miscommunications, and other mistakes. Here's how to blend marriage and money harmoniously so you can enjoy your wedded bliss.]]> 4717 0:31:58 Whether you’re a newlywed or have been married for decades, navigating marriage and money can be tricky. Don't fall victim to financial arguments, miscommunications, and other mistakes. Here's how to blend marriage and money harmoniously so you can [...] Whether you’re a newlywed or have been married for decades, navigating marriage and money can be tricky. Don't fall victim to financial arguments, miscommunications, and other mistakes. Here's how to blend marriage and money harmoniously so you can enjoy your wedded bliss. Podcasts Brian Preston, CPA, CFP®, PFS no no How to Stop Feeling Guilty About Spending Money http://www.moneyguy.com/2015/08/stop-feeling-guilty-about-spending-money/ Fri, 07 Aug 2015 16:00:06 +0000 http://www.money-guy.com/?p=4688 people-371230_640As a frugal person, do you ever have trouble parting with your hard-earned money? We can’t blame you if you love seeing your bank balances go up, or if you thrive on staying within your budget. However, aren’t there times you wish you could actually enjoy spending your money — without feeling guilty? After years […]]]> 4688 6 Financial Mistakes Pro Athletes Make and How They Apply to You http://www.moneyguy.com/2015/07/6-financial-mistakes-pro-athletes-make/ Fri, 31 Jul 2015 17:00:46 +0000 http://www.money-guy.com/?p=4694 Financial Mistakes AthletesAs with most shows on TV, HBO's new show Ballers depicts the pro athlete lifestyle as -- well, “baller.” Unfortunately, this is very different from the reality many athletes face day-to-day. Your Money Guys would know. Brian used to work at a firm assisting A-listers and athletes with their portfolios, and Bo has a few friends in the NFL and MLB. They’ve witnessed countless athletes making the same financial mistakes over and over. In this episode, Brian and Bo review six financial mistakes pro athletes tend to make -- and that you can avoid whether or not you've got millions in your bank account.]]> 4694 0:36:11 As with most shows on TV, HBO's new show Ballers depicts the pro athlete lifestyle as -- well, “baller.” Unfortunately, this is very different from the reality many athletes face day-to-day. Your Money Guys would know. Brian used to work at a firm a[...] As with most shows on TV, HBO's new show Ballers depicts the pro athlete lifestyle as -- well, “baller.” Unfortunately, this is very different from the reality many athletes face day-to-day. Your Money Guys would know. Brian used to work at a firm assisting A-listers and athletes with their portfolios, and Bo has a few friends in the NFL and MLB. They’ve witnessed countless athletes making the same financial mistakes over and over. In this episode, Brian and Bo review six financial mistakes pro athletes tend to make -- and that you can avoid whether or not you've got millions in your bank account. Podcasts Brian Preston, CPA, CFP®, PFS no no Should You Care About Retirement in Your 20s? http://www.moneyguy.com/2015/07/care-about-retirement-in-your-20s/ Fri, 24 Jul 2015 17:00:29 +0000 http://www.money-guy.com/?p=4666 Saving for Retirement in Your 20sWhen you’re young, it may seem like you have your entire life ahead of you to accomplish any financial goals you may have. After all, your student loans are on a 10 year repayment term, retirement is 30 to 40 years away (that’s longer than you’ve been alive!), and you have plans to live it […]]]> 4666 A Musical Money-Guy Mashup http://www.moneyguy.com/2015/07/a-musical-money-guy-mashup/ Fri, 17 Jul 2015 17:00:03 +0000 http://www.money-guy.com/?p=4676 Muscial Money Guy MashupCurious about how music relates to your finances? This week, Brian revived an old Money-Guy show from way back in 2013. He takes the 7 principles in The Millionaire Next Door and matched them up with songs and lyrics. Ready to jam?]]> 4676 0:44:03 Curious about how music relates to your finances? This week, Brian revived an old Money-Guy show from way back in 2013. He takes the 7 principles in The Millionaire Next Door and matched them up with songs and lyrics. Ready to jam? Curious about how music relates to your finances? This week, Brian revived an old Money-Guy show from way back in 2013. He takes the 7 principles in The Millionaire Next Door and matched them up with songs and lyrics. Ready to jam? Podcasts Brian Preston, CPA, CFP®, PFS no no How to Financially Prepare for a Job Loss http://www.moneyguy.com/2015/07/financially-prepare-for-a-job-loss/ Fri, 10 Jul 2015 17:00:13 +0000 http://www.money-guy.com/?p=4660 FInancially Prepare for Job LossNo one likes to think about the possibility of becoming unemployed, but you can never be too safe when it comes to preparing for financial emergencies. Worrying over how you’re going to pay the bills or stay out of debt is never fun.  Whether or not you think you’ll be facing a period of unemployment […]]]> 4660 How to Avoid Cognitive Investing Biases on the Road to Financial Independence http://www.moneyguy.com/2015/07/cognitive-investing-biases/ Fri, 03 Jul 2015 17:00:40 +0000 http://www.money-guy.com/?p=4669 Cognitive Investment BiasesLetting your emotions influence your financial decisions, especially when it comes to your investments, is a bad idea. How can we push our emotions aside so they don’t cause us to make grave mistakes with our portfolio? Brian and Bo give you the answers in this episode, and in honor of Independence Day this weekend, discuss 15 cognitive investing biases to avoid on the road to financial independence.]]> 4669 0:50:11 Letting your emotions influence your financial decisions, especially when it comes to your investments, is a bad idea. How can we push our emotions aside so they don’t cause us to make grave mistakes with our portfolio? Brian and Bo give you the ans[...] Letting your emotions influence your financial decisions, especially when it comes to your investments, is a bad idea. How can we push our emotions aside so they don’t cause us to make grave mistakes with our portfolio? Brian and Bo give you the answers in this episode, and in honor of Independence Day this weekend, discuss 15 cognitive investing biases to avoid on the road to financial independence. Podcasts Brian Preston, CPA, CFP®, PFS no no How to Forget the Joneses and Embrace Frugality Instead http://www.moneyguy.com/2015/06/embrace-frugality/ Fri, 26 Jun 2015 17:00:35 +0000 http://www.money-guy.com/?p=4655 Embrace FrugalityHave you been quick to dismiss frugality? If you’ve found yourself trying to keep up with the Joneses, it’s easy to think frugality restricts us. We’re conditioned to spend our money on the newest things to hit the market in order to appear “cool.” (Apple Watch, we’re looking at you.) We don’t think twice about […]]]> 4655 Why (and How) You Need to Plan for the Cost of College http://www.moneyguy.com/2015/06/plan-for-the-cost-of-college/ Fri, 19 Jun 2015 17:00:31 +0000 http://www.money-guy.com/?p=4651 CollegeYour Money Guys are back on this Podcast Friday to share thoughts around the importance of planning ahead for the cost of college -- and how to do so. Brian and Bo discuss how thinking ahead now can save you from bad financial situations in the future, and share a few tips on steps to take to make sure college costs don't get out of control.]]> 4651 0:48:08 Your Money Guys are back on this Podcast Friday to share thoughts around the importance of planning ahead for the cost of college -- and how to do so. Brian and Bo discuss how thinking ahead now can save you from bad financial situations in the futu[...] Your Money Guys are back on this Podcast Friday to share thoughts around the importance of planning ahead for the cost of college -- and how to do so. Brian and Bo discuss how thinking ahead now can save you from bad financial situations in the future, and share a few tips on steps to take to make sure college costs don't get out of control. Podcasts Brian Preston, CPA, CFP®, PFS no no What’s Your Money Personality? http://www.moneyguy.com/2015/06/whats-your-money-personality/ Fri, 12 Jun 2015 17:00:04 +0000 http://www.money-guy.com/?p=4629 Money PersonalityWe all have intrinsic habits based on how we grew up, experienced formative periods in life, and how we internally relate to the world. You may have already heard of the Myers-Briggs personality test, defined by Extraversion/Introversion, Intuition/Sensing, Thinking/Feeling, and Judging/Perceiving — but did you know you also have your own money personality? It’s true! And […]]]> 4629 A Baby, a Wedding, and a House http://www.moneyguy.com/2015/06/a-baby-a-wedding-and-a-house/ Fri, 05 Jun 2015 16:00:16 +0000 http://www.money-guy.com/?p=4641 Engagement RingThe Money-Guy Show family has been extremely busy lately! We’re excited to celebrate a number of big life milestones with the leaders of Tightwad Nation. This show is a bit different, as Bo is busy welcoming Baby Hanson to his family. Gabe joins the show today as a guest co-host. He's another UGA grad and soon-to-be CFP® -- and he just got engaged! To celebrate, the podcast covers info and resources on finding the right engagement ring and getting started with your wedding planning. Even if you're already married, Brian and Gabe take a deep dive into this subject and provide a lot of knowledge that you could pass along to other friends and family members who have yet to hit this milestone.]]> 4641 0:47:00 The Money-Guy Show family has been extremely busy lately! We’re excited to celebrate a number of big life milestones with the leaders of Tightwad Nation. This show is a bit different, as Bo is busy welcoming Baby Hanson to his family. Gabe joins the[...] The Money-Guy Show family has been extremely busy lately! We’re excited to celebrate a number of big life milestones with the leaders of Tightwad Nation. This show is a bit different, as Bo is busy welcoming Baby Hanson to his family. Gabe joins the show today as a guest co-host. He's another UGA grad and soon-to-be CFP® -- and he just got engaged! To celebrate, the podcast covers info and resources on finding the right engagement ring and getting started with your wedding planning. Even if you're already married, Brian and Gabe take a deep dive into this subject and provide a lot of knowledge that you could pass along to other friends and family members who have yet to hit this milestone. Podcasts Brian Preston, CPA, CFP®, PFS no no Life Insurance 101: What You Need (and What You Don’t) http://www.moneyguy.com/2015/05/life-insurance/ Fri, 29 May 2015 17:00:54 +0000 http://www.money-guy.com/?p=4625 Life InsuranceWhen you think about life insurance, what comes to mind? Pushy salesmen? Expensive? That it doesn’t apply to you because you’re younger? If this sounds familiar, it’s time to understand what you really need to know about life insurance — and educate yourself on what you don’t need. Many young professionals don’t want to discuss insurance […]]]> 4625 10 Things to Know Before Applying for a Mortgage http://www.moneyguy.com/2015/05/10-things-to-know-before-applying-for-a-mortgage/ Fri, 22 May 2015 17:00:26 +0000 http://www.money-guy.com/?p=4616 Applying for a MortgageRemember our rent vs. buy debate discussed in previous episodes of The Money-Guy Show? While that episode covered the arguments for and against both renting and buying, it didn't take a deep dive into the actual process of financing a home. Today, Brian and Bo look at the ins and outs of applying for a mortgage and cover what you need to know before you borrow money.]]> 4616 0:44:51 Remember our rent vs. buy debate discussed in previous episodes of The Money-Guy Show? While that episode covered the arguments for and against both renting and buying, it didn't take a deep dive into the actual process of financing a home. Today, B[...] Remember our rent vs. buy debate discussed in previous episodes of The Money-Guy Show? While that episode covered the arguments for and against both renting and buying, it didn't take a deep dive into the actual process of financing a home. Today, Brian and Bo look at the ins and outs of applying for a mortgage and cover what you need to know before you borrow money. Podcasts Brian Preston, CPA, CFP®, PFS no no How to Build and Manage an Emergency Fund http://www.moneyguy.com/2015/05/how-to-build-and-manage-an-emergency-fund/ Fri, 15 May 2015 17:00:21 +0000 http://www.money-guy.com/?p=4590 CashImagine this: you’re driving your only vehicle to get to work, and suddenly one of your tires blows out. While inconvenient, you know you can replace one tire. You take your car to the shop, only to learn you need to replace all the tires. (Oh, and you should probably get your brakes done, too.) Do you have […]]]> 4590 12 Mistakes to Avoid Making With Your IRA http://www.moneyguy.com/2015/05/12-mistakes-to-avoid-making-with-your-ira/ Fri, 08 May 2015 17:00:11 +0000 http://www.money-guy.com/?p=4610 Mistakes to Avoid with IRAIndividual Retirement Accounts (IRAs) are critical in securing financial independence in retirement. Because of this, Brian and Bo took the opportunity to discuss what mistakes they see clients make -- and how you can avoid them. Tune in to learn about 12 errors that lead to financial trouble, and go beyond common sense with the latest advice from The Money Guys.]]> 4610 0:41:28 Individual Retirement Accounts (IRAs) are critical in securing financial independence in retirement. Because of this, Brian and Bo took the opportunity to discuss what mistakes they see clients make -- and how you can avoid them. Tune in to learn ab[...] Individual Retirement Accounts (IRAs) are critical in securing financial independence in retirement. Because of this, Brian and Bo took the opportunity to discuss what mistakes they see clients make -- and how you can avoid them. Tune in to learn about 12 errors that lead to financial trouble, and go beyond common sense with the latest advice from The Money Guys. Podcasts Brian Preston, CPA, CFP®, PFS no no 4 Ways to Avoid Lifestyle Inflation http://www.moneyguy.com/2015/05/4-ways-to-avoid-lifestyle-inflation/ Fri, 01 May 2015 17:00:55 +0000 http://www.money-guy.com/?p=4573 Lifestyle InflationHave you received a raise recently? Come into an unexpected windfall? Wondering what to do with the extra money? When our paychecks are bigger or our bank accounts are padded, it’s easy to think of all the ways we can spend the extra money: Oh, I can finally take that trip. I can go out with […]]]> 4573 5 Habits of 401(k) Millionaires http://www.moneyguy.com/2015/04/5-habits-of-401k-millionaires/ Fri, 24 Apr 2015 17:00:07 +0000 http://www.money-guy.com/?p=4598 401(k) MillionaireThink it's impossible to become a 401(k) millionaire? Wondering if you can commit to what's necessary to achieve this big goal? On this episode of The Money Guy Show, Brian and Bo review a recent study from Fidelity and dive into the 5 habits and actions that can get you to millionaire status in a working career.]]> 4598 0:43:11 Think it's impossible to become a 401(k) millionaire? Wondering if you can commit to what's necessary to achieve this big goal? On this episode of The Money Guy Show, Brian and Bo review a recent study from Fidelity and dive into the 5 habits and ac[...] Think it's impossible to become a 401(k) millionaire? Wondering if you can commit to what's necessary to achieve this big goal? On this episode of The Money Guy Show, Brian and Bo review a recent study from Fidelity and dive into the 5 habits and actions that can get you to millionaire status in a working career. Podcasts Brian Preston, CPA, CFP®, PFS no no 7 Ways to Financially Prepare for a Baby http://www.moneyguy.com/2015/04/7-ways-financially-prepare-for-a-baby/ Fri, 17 Apr 2015 17:00:00 +0000 http://www.money-guy.com/?p=4562 Financially Preparing for a BabyPreparing for a baby takes a lot of work and energy — both spent on practical matters and things just for fun. It’s easy to get lost thinking about what colors to paint the nursery, how you’re going to afford to buy everything your baby might need, and trying to brainstorm the perfect list of names. […]]]> 4562 5 Ways to a Happier Financial Life http://www.moneyguy.com/2015/04/5-ways-to-a-happier-financial-life/ Fri, 10 Apr 2015 17:00:04 +0000 http://www.money-guy.com/?p=4581 Have a Happy Financial LifeWho doesn’t want to learn how to live a happier financial life? Here's the good news: The Money-Guy Show explains how in this episode. Brian and Bo review an article from The Wall Street Journal and share 5 simple, common-sense keys to living a happier financial life.]]> 4581 0:26:32 Who doesn’t want to learn how to live a happier financial life? Here's the good news: The Money-Guy Show explains how in this episode. Brian and Bo review an article from The Wall Street Journal and share 5 simple, common-sense keys to living a happ[...] Who doesn’t want to learn how to live a happier financial life? Here's the good news: The Money-Guy Show explains how in this episode. Brian and Bo review an article from The Wall Street Journal and share 5 simple, common-sense keys to living a happier financial life. Podcasts Brian Preston, CPA, CFP®, PFS no no What Are Mid-Term Goals, and How Can You Plan for Them? http://www.moneyguy.com/2015/04/mid-term-goals/ Fri, 03 Apr 2015 17:00:19 +0000 http://www.money-guy.com/?p=4556 Mid-Term GoalsThere’s a lot of life to live between now and retirement. Start saving for your mid-term goals so you can create the life you want without worrying about how you’ll pay for it.]]> 4556 Recapping the 2015 Berkshire Hathaway Letter to Shareholders http://www.moneyguy.com/2015/03/2015-berkshire-hathaway-letter-to-shareholders/ Fri, 27 Mar 2015 17:00:42 +0000 http://www.money-guy.com/?p=4566 BUFFETT CREDITIt's our favorite time of year! Well, it's close for financial fans and money nerds. Here's what's going down: Brian and Bo cover the 2015 Berkshire Hathaway Annual Letter to Shareholders in this episode of The Money-Guy Show. Here are the highlights from each.]]> 4566 0:55:39 It's our favorite time of year! Well, it's close for financial fans and money nerds. Here's what's going down: Brian and Bo cover the 2015 Berkshire Hathaway Annual Letter to Shareholders in this episode of The Money-Guy Show. Here are the highlight[...] It's our favorite time of year! Well, it's close for financial fans and money nerds. Here's what's going down: Brian and Bo cover the 2015 Berkshire Hathaway Annual Letter to Shareholders in this episode of The Money-Guy Show. Here are the highlights from each. Podcasts Brian Preston, CPA, CFP®, PFS no no Retirement Savings Plans for Entrepreneurs http://www.moneyguy.com/2015/03/retirement-plans-entrepreneurs/ Fri, 20 Mar 2015 17:00:47 +0000 http://www.money-guy.com/?p=4551 Retirement Savings for Entrepreneurs70% of entrepreneurs aren’t contributing to a retirement plan. 40% of self-employed individuals aren’t saving regularly, and 28% aren’t saving at all. If you’re behind on saving for retirement, consider these 5 different retirement account options for the self-employed, so you can start saving as soon as possible.]]> 4551 Remembering a Personal Finance Icon and His Timeless Advice http://www.moneyguy.com/2015/03/remembering-a-personal-finance-icon/ Fri, 13 Mar 2015 17:00:14 +0000 http://www.money-guy.com/?p=4541 Thomas J StanleyThis episode of The Money-Guy Show is a reflective one as Brian and Bo pay tribute to Thomas J. Stanley, co-author of the popular personal finance book, “The Millionaire Next Door.” They also discuss the importance of healthcare directives in light of Brian’s father-in-law passing away unexpectedly. As loss is unfortunately inevitable in our lives, Brian is also offering his wisdom on how we can turn loss into motivational fuel.]]> 4541 0:38:56 This episode of The Money-Guy Show is a reflective one as Brian and Bo pay tribute to Thomas J. Stanley, co-author of the popular personal finance book, “The Millionaire Next Door.” They also discuss the importance of healthcare directives in light [...] This episode of The Money-Guy Show is a reflective one as Brian and Bo pay tribute to Thomas J. Stanley, co-author of the popular personal finance book, “The Millionaire Next Door.” They also discuss the importance of healthcare directives in light of Brian’s father-in-law passing away unexpectedly. As loss is unfortunately inevitable in our lives, Brian is also offering his wisdom on how we can turn loss into motivational fuel. Podcasts Brian Preston, CPA, CFP®, PFS no no The Serious Impact of Investment Fees http://www.moneyguy.com/2015/03/investment-fees/ Fri, 06 Mar 2015 17:00:54 +0000 http://www.money-guy.com/?p=4531 InvestmentFeesIf you're not smartly managing your investment fees, you could be sabotaging your nest egg. As an investor, empower yourself with information and do your research on any investment fees before funneling more money into any assets or funds. After all, it’s your hard earned money that you worked for — don’t you want to keep most of it?]]> 4531 Lump Sum or Payout: How to Withdraw When You Retire http://www.moneyguy.com/2015/02/lump-sum-or-payout/ Fri, 27 Feb 2015 17:00:30 +0000 http://www.money-guy.com/?p=4521 Lump Sum vs. Monthly PaymentsThis week, your Money Guys tackle a question often asked by their clients in regards to retirement planning: “Should I take a lump sum payment, or a monthly pension payment?” Brian and Bo walk listeners through the same decision-making process they offer their clients. They cover the pros and cons of each option, as well as the factors (and math) you need to take into consideration when making the decision.]]> 4521 0:31:25 This week, your Money Guys tackle a question often asked by their clients in regards to retirement planning: “Should I take a lump sum payment, or a monthly pension payment?” Brian and Bo walk listeners through the same decision-making process they [...] This week, your Money Guys tackle a question often asked by their clients in regards to retirement planning: “Should I take a lump sum payment, or a monthly pension payment?” Brian and Bo walk listeners through the same decision-making process they offer their clients. They cover the pros and cons of each option, as well as the factors (and math) you need to take into consideration when making the decision. Podcasts Brian Preston, CPA, CFP®, PFS no no Rethinking Your Wants and Needs http://www.moneyguy.com/2015/02/wants-and-needs/ Fri, 20 Feb 2015 17:00:22 +0000 http://www.money-guy.com/?p=4511 Wants and NeedsIt's time to take a good hard look at your spending and re-evaluate your wants and needs. Reflect on your values in life and what you’re currently getting out of your expenses. Are they worth the money you’re paying, or would you be better off putting that money to use elsewhere?]]> 4511 What to Do When Life Happens http://www.moneyguy.com/2015/02/when-life-happens/ Fri, 13 Feb 2015 17:00:17 +0000 http://www.money-guy.com/?p=4503 Financial Planning for the UnexpectedHere's a simple fact: life happens. Even though we try to plan for everything, we can’t possibly know what life is going to throw at us next. So how can we financially prepare ourselves for life's emergencies? How can we work in financial planning for the unexpected? Today, your Money Guys provide the steps you can take to ensure you’re prepared and can plan for the unexpected.]]> 4503 0:42:26 Here's a simple fact: life happens. Even though we try to plan for everything, we can’t possibly know what life is going to throw at us next. So how can we financially prepare ourselves for life's emergencies? How can we work in financial planning f[...] Here's a simple fact: life happens. Even though we try to plan for everything, we can’t possibly know what life is going to throw at us next. So how can we financially prepare ourselves for life's emergencies? How can we work in financial planning for the unexpected? Today, your Money Guys provide the steps you can take to ensure you’re prepared and can plan for the unexpected. Podcasts Brian Preston, CPA, CFP®, PFS no no 5 Investment Mistakes Couples Make http://www.moneyguy.com/2015/02/5-investment-mistakes-couples-make/ Fri, 06 Feb 2015 17:00:42 +0000 http://www.money-guy.com/?p=4500 Investment Mistakes Couples MakeHave you talked with your spouse about your investment strategy, or what the purpose is for your investments? Investing can be tricky enough alone, but it’s extremely important to include your other half in investment decisions so that you’re on the same page about how your money is being put to work. Be aware of these 5 common investment mistakes couples make -- so you can avoid them.]]> 4500 Breaking Through the Mystery of Investing http://www.moneyguy.com/2015/01/breaking-through-the-mystery-of-investing/ Fri, 30 Jan 2015 17:00:39 +0000 http://www.money-guy.com/?p=4492 InvestingBrian and Bo hate to see so many individuals out there put off by the idea of investing. Today, they're showing you how easy it is to get started by breaking through the mystery of investing your money -- because it's the fastest way to grow your wealth.]]> 4492 0:50:21 Brian and Bo hate to see so many individuals out there put off by the idea of investing. Today, they're showing you how easy it is to get started by breaking through the mystery of investing your money -- because it's the fastest way to grow your we[...] Brian and Bo hate to see so many individuals out there put off by the idea of investing. Today, they're showing you how easy it is to get started by breaking through the mystery of investing your money -- because it's the fastest way to grow your wealth. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Fiduciaries: What They Are and Why They Matter http://www.moneyguy.com/2015/01/fiduciaries/ Fri, 23 Jan 2015 17:00:29 +0000 http://www.money-guy.com/?p=4483 FiduciariesThat’s why it’s important your financial advisor acts as your fiduciary. A professional who takes a fiduciary oath swears to act in your best interests at all times. Having a financial advisor act as your fiduciary ensures that your needs are put first.]]> 4483 Should You Rent or Buy? http://www.moneyguy.com/2015/01/rent-or-buy/ Fri, 16 Jan 2015 17:00:57 +0000 http://www.money-guy.com/?p=4475 Rent or BuyRent or buy? It's a big debate and each side of the argument has its pros and cons -- and your age, your experience, and the way you view your money and your long-term goals can all impact whether you think it's better to rent or buy. In this podcast episode, Brian and Bo cover the emotional aspects of home ownership, when renting may make more sense, and why owning your own home can pay off financially.]]> 4475 0:39:18 Rent or buy? It's a big debate and each side of the argument has its pros and cons -- and your age, your experience, and the way you view your money and your long-term goals can all impact whether you think it's better to rent or buy. In this podcas[...] Rent or buy? It's a big debate and each side of the argument has its pros and cons -- and your age, your experience, and the way you view your money and your long-term goals can all impact whether you think it's better to rent or buy. In this podcast episode, Brian and Bo cover the emotional aspects of home ownership, when renting may make more sense, and why owning your own home can pay off financially. Podcasts Brian Preston, CPA, CFP®, PFS no no The Importance of Wills and Estate Planning http://www.moneyguy.com/2015/01/wills-and-estate-planning/ Fri, 09 Jan 2015 17:00:02 +0000 http://www.money-guy.com/?p=4466 Estate PlanningDo you ever worry about what will happen to your possessions if you pass away? What about your kids? It’s an unsettling thought and as much as we might not want to think about it, it’s a valid concern as no one will live forever. It’s never too early to start thinking about the importance […]]]> 4466 What to Look for When You Need a Financial Professional http://www.moneyguy.com/2015/01/need-a-financial-professional/ Fri, 02 Jan 2015 17:00:19 +0000 http://www.money-guy.com/?p=4457 Financial ProfessionalYour Money Guys kick off the first podcast of 2015 with valuable advice on what to look for in a financial professional -- be it a tax preparer, insurance agent, or financial advisor. Nearly everyone uses (or should use!) services provided by these financial pros, so it's important to understand the questions to ask each of these individuals in order to make sure they’re in the right position to help you. This episode will also provide you with a better idea of how to vet each one so that you end up a happy client.]]> 4457 0:47:38 Your Money Guys kick off the first podcast of 2015 with valuable advice on what to look for in a financial professional -- be it a tax preparer, insurance agent, or financial advisor. Nearly everyone uses (or should use!) services provided by these [...] Your Money Guys kick off the first podcast of 2015 with valuable advice on what to look for in a financial professional -- be it a tax preparer, insurance agent, or financial advisor. Nearly everyone uses (or should use!) services provided by these financial pros, so it's important to understand the questions to ask each of these individuals in order to make sure they’re in the right position to help you. This episode will also provide you with a better idea of how to vet each one so that you end up a happy client. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Are Your New Years Resolutions SMART? http://www.moneyguy.com/2014/12/smart-goals/ Fri, 26 Dec 2014 17:00:06 +0000 http://www.money-guy.com/?p=4447 SMART GoalsDuring this season, it's only natural to start thinking of all the things you want to work on and accomplish when the calendar rolls over next week to a new year. While most New Years resolutions are set with the best of intentions, most of them are broken -- or completely forgotten -- by February. If you want to make 2015 different, you need to make sure your goals are SMART.]]> 4447 Creating a Vision Plan for 2015 http://www.moneyguy.com/2014/12/creating-a-vision-plan-for-2015/ Fri, 19 Dec 2014 17:00:33 +0000 http://www.money-guy.com/?p=4441 sunset-401541_640With this last show of the year, we wanted to do something a little different and get you set up for success in 2015. You can change your life in the new year with the right drive, determination, and dedication to your goals. There are no limits! Brian and Bo walk you through creating a personal vision plan for the new year and offer tips on creating a plan, taking action, and achieving success.]]> 4441 0:45:20 With this last show of the year, we wanted to do something a little different and get you set up for success in 2015. You can change your life in the new year with the right drive, determination, and dedication to your goals. There are no limits! Br[...] With this last show of the year, we wanted to do something a little different and get you set up for success in 2015. You can change your life in the new year with the right drive, determination, and dedication to your goals. There are no limits! Brian and Bo walk you through creating a personal vision plan for the new year and offer tips on creating a plan, taking action, and achieving success. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no The Real Road to Wealth http://www.moneyguy.com/2014/12/the-real-road-to-wealth/ Fri, 12 Dec 2014 17:00:51 +0000 http://www.money-guy.com/?p=4425 Road to WealthWhat are you doing to become wealthy? Are you truly happy in life right now? If you can answer a resounding yes, you're the minority. Most individuals aren't on the road to wealth because they take the easy way out in the majority of their financial decisions. That may be harsh, but it’s true. Here's what it takes to get on the right path to financial success.]]> 4425 The Financial Decisions to Get Right at Every Stage and Age http://www.moneyguy.com/2014/12/financial-decisions-to-get-right/ Fri, 05 Dec 2014 17:00:29 +0000 http://www.money-guy.com/?p=4419 Financial DecisionsNo matter what your life stage, there are financial decisions to think about -- and to get right. It’s never too early (or too late!) to take smart action and improve your financial situation. In this episode of The Money-Guy Show, the guys are joined by guest Alan Moore of XY Planning Network to discuss the pitfalls, blind spots, and solutions to money matters and problems for all ages.]]> 4419 0:43:27 No matter what your life stage, there are financial decisions to think about -- and to get right. It’s never too early (or too late!) to take smart action and improve your financial situation. In this episode of The Money-Guy Show, the guys are join[...] No matter what your life stage, there are financial decisions to think about -- and to get right. It’s never too early (or too late!) to take smart action and improve your financial situation. In this episode of The Money-Guy Show, the guys are joined by guest Alan Moore of XY Planning Network to discuss the pitfalls, blind spots, and solutions to money matters and problems for all ages. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no 5 Steps to Maximize and Manage Your Retirement Savings http://www.moneyguy.com/2014/11/5-steps-to-maximize-and-manage-your-retirement-savings/ Fri, 28 Nov 2014 12:00:08 +0000 http://www.money-guy.com/?p=4395 Get the most out of your contributions. Manage your retirement savings properly with these 5 steps.Generally, maximizing your investments for the future can be boiled down to simply understanding what your choices are and making decisions according to your goals and circumstances. Unfortunately, many people hesitate to dig deep into their options when it comes to retirement plans, and as a result, their earnings suffer. Let's help you avoid that and make sure your plan is on the right track with these 5 steps to better maximizing and managing your retirement savings.]]> 4395 Black Friday and Bad Fees http://www.moneyguy.com/2014/11/black-friday-and-bad-fees/ Fri, 21 Nov 2014 17:00:40 +0000 http://www.money-guy.com/?p=4406 Black Friday ShoppingWait -- what’s a tightwad doing talking about spending money for the holidays? Don't worry, Tightwad Nation. The guys discuss this retail "holiday" as an opportunity to buy things you actually need and at a much lower cost than any other time of the year.]]> 4406 0:32:34 Wait -- what’s a tightwad doing talking about spending money for the holidays? Don't worry, Tightwad Nation. The guys discuss this retail "holiday" as an opportunity to buy things you actually need and at a much lower cost than any other time of the[...] Wait -- what’s a tightwad doing talking about spending money for the holidays? Don't worry, Tightwad Nation. The guys discuss this retail "holiday" as an opportunity to buy things you actually need and at a much lower cost than any other time of the year. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no The Difference Between Good Debt and Bad Debt http://www.moneyguy.com/2014/11/difference-between-good-debt-and-bad-debt/ Fri, 14 Nov 2014 12:00:49 +0000 http://www.money-guy.com/?p=4385 Good Debt and Bad DebtDebt is often shunned by most financial professionals, and for good reason. Many people go into debt for the wrong reasons, and end up spending more money in interest than they would have if they had just paid in cash. However, that doesn’t mean that all debt is bad for your financial situation. Debt can be leveraged to build wealth when used correctly. Used poorly, and it can set you back quite a bit. There’s a difference between good debt and bad debt -- and it's important to understand what that difference is.]]> 4385 How to Prioritize Financial Goals http://www.moneyguy.com/2014/11/prioritize-financial-goals/ Fri, 07 Nov 2014 17:00:31 +0000 http://www.money-guy.com/?p=4380 Here's how to prioritize your financial goalsThe guys got a great listener question a few months ago -- from a husband and wife team who listen to the podcast together! -- and are taking it on for this episode. The question: how much should you save and invest if you have debt? Brian and Bo answer with some basics we can all abide by when it comes to prioritizing financial goals, and wrap up with a discussion of some of the biggest money-wasters out there.]]> 4380 0:41:00 The guys got a great listener question a few months ago -- from a husband and wife team who listen to the podcast together! -- and are taking it on for this episode. The question: how much should you save and invest if you have debt? Brian and Bo an[...] The guys got a great listener question a few months ago -- from a husband and wife team who listen to the podcast together! -- and are taking it on for this episode. The question: how much should you save and invest if you have debt? Brian and Bo answer with some basics we can all abide by when it comes to prioritizing financial goals, and wrap up with a discussion of some of the biggest money-wasters out there. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no What Should You Do With Unexpected Income? http://www.moneyguy.com/2014/10/unexpected-income/ Fri, 24 Oct 2014 16:54:07 +0000 http://www.money-guy.com/?p=4369 Unexpected IncomeWhat would you do with unexpected income received from an inheritance or insurance policy -- or even a big year-end bonus at work? While it's not wise to rely on windfalls as part of your financial plan, you need to think ahead and understand what steps to take should this ever happen. Without a plan, it's easier to use this extra, unexpected money irresponsibly or wastefully. ]]> 4369 What’s Up With Your Credit Score? http://www.moneyguy.com/2014/10/your-credit-score/ Fri, 24 Oct 2014 16:53:17 +0000 http://www.money-guy.com/?p=4360 Credit ScoreDo you realize just how important your credit score is? It’s the deciding factor in a number of situations -- strictly financial or otherwise -- and it has the potential to make or break your financial situation.]]> 4360 3 Steps to Financial Independence http://www.moneyguy.com/2014/10/3-steps-to-financial-independence/ Fri, 24 Oct 2014 16:52:46 +0000 http://www.money-guy.com/?p=4353 Achieve Financial Independence and FreedomTaking the consistent action needed to achieve financial success requires good planning and serious dedication. It's hard work, in other words. You’ve got to be highly motivated and driven to your goal of financial success. And we can help you with the planning part. Get started on the path to financial independence with these three steps to take action on now.]]> 4353 4 Steps to Coming Out Ahead When Buying a Car http://www.moneyguy.com/2014/10/buying-a-car/ Fri, 24 Oct 2014 14:40:26 +0000 http://www.money-guy.com/?p=4357 Buying a CarUnless you live in a city with great public transportation, a vehicle is necessary in order to get around. However, that doesn’t mean you have to buy a brand new car – or pay top dollar for one. Cars don’t make the best investments because they start to lose value the moment you drive it off the lot. Be smart about this purchase, and be ready to negotiate to get the best price.]]> 4357 Is the Sky Falling? How to Handle Market Volatility http://www.moneyguy.com/2014/10/how-to-handle-market-volatility/ Wed, 22 Oct 2014 17:00:33 +0000 http://www.money-guy.com/?p=4349 Stock Market VolitilitySpoiler alert: no, the sky is not falling. Don’t let the financial media get you riled up when they start trying to develop an emotional frenzy. When you start hearing dramatic reports about the stock market from media outlets, it’s important to understand that the actual data paints a very different picture than the talking heads on your TV or radio.]]> 4349 0:53:23 Spoiler alert: no, the sky is not falling. Don’t let the financial media get you riled up when they start trying to develop an emotional frenzy. When you start hearing dramatic reports about the stock market from media outlets, it’s important to und[...] Spoiler alert: no, the sky is not falling. Don’t let the financial media get you riled up when they start trying to develop an emotional frenzy. When you start hearing dramatic reports about the stock market from media outlets, it’s important to understand that the actual data paints a very different picture than the talking heads on your TV or radio. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Financial Lessons Learned at FinCon http://www.moneyguy.com/2014/10/financial-lessons-learned-at-fincon/ Fri, 10 Oct 2014 15:27:44 +0000 http://www.money-guy.com/?p=4316 fincon2Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss when it makes sense to be a tightwad versus when you should pay the extra money for professional help. Brian and Bo start by reviewing a few tips found in Damian Davila’s article on WiseBread, […]]]> 4316 0:46:12 Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss when it makes sense to be a tightwad versus when you should pay the extra money for professional help. Brian and Bo start by revie[...] Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss when it makes sense to be a tightwad versus when you should pay the extra money for professional help. Brian and Bo start by reviewing a few tips found in Damian Davila’s article on WiseBread, “4 Times You Should Splurge and Hire a Pro.” Moving – 12% of Americans moved from 2012 to 2013. This is an area that we consider to be worth paying the extra money for professional expertise. Movers offer a few great benefits: they save a ton of time and effort, you can add insurance, you do not have to risk injury, and if you are moving more than 50 miles for work – your moving expensive could be tax deductible. Tax Preparation – Paying for a CPA is almost always a great idea, especially if you are a freelancer or entrepreneur. There are too many items to overlook, and too many mistakes to be made that could cost your business money. As we have always said, when dealing with your tax or legal issues it is always better to pay a little more to have someone to lean on if things were to go awry. Cleaning for a Move or Home Sale – Cleaning stinks. Paying someone else to clean your home for you can be a huge relief. No more arguing about whom is going to do what or spending a day wearing rubber gloves. It can actually save you money if you hire someone to clean for you, because you can spend your time and effort being productive at work or networking. Tree- Trimming and Removal – This seems like a no-brainer. There is too much to go wrong for it to makes sense to be a tightwad in this department. The Money-Guys added an additional 4 areas that constitute hiring a professional: Mechanic Work – If you are not an expert, you could do more harm than good. Often times the major problem you are facing is a minor or common issue for a professional. Yard Work – Believe it or not, you can save money by having someone maintain your yard, especially if you have been trying to have that perfectly green lawn by yourself. Frequent trips to the local hardware store for fertilizer can actually cost you more than professional maintenance. The pro’s probably have better resources and methods to make your yard look better than you ever could. Financial Advisor – We have a great podcast that is always free, titled, “Knowing When to Go Pro.” This is a topic that our podcast has been centered on for a long time. When financial moves become too significant for you to handle, hiring a pro can bring a ton of value to your financial life. We think that threshold is somewhere around the 250k mark in investable assets. Until then, it probably does not make great sense to spend money on a financial advisor, especially when target date retirement funds have become so efficient. Podcasts Brian Preston, CPA, CFP®, PFS no no Celebrity Money Mistakes and How to Prevent Them http://www.moneyguy.com/2014/09/celebrity-money-mistakes-and-how-to-prevent-them/ Fri, 26 Sep 2014 19:43:20 +0000 http://www.money-guy.com/?p=4280 Mistakes2Brian and Bo run through money mistakes that celebrities have made and give you some advice on how to correct or avoid making the same mistakes yourself.]]> 4280 0:48:36 Brian and Bo run through money mistakes that celebrities have made and give you some advice on how to correct or avoid making the same mistakes yourself. Brian and Bo run through money mistakes that celebrities have made and give you some advice on how to correct or avoid making the same mistakes yourself. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Target Date Retirement Funds Pros and Cons http://www.moneyguy.com/2014/09/target-date-retirement-funds-pros-and-cons/ Mon, 15 Sep 2014 19:52:30 +0000 http://www.money-guy.com/?p=4247 target3Target date funds have been around for two decades now and they continue to evolve and find their place in more and more portfolios. The funds are typically inexpensive and give you a great amount of diversification while targeting an appropriate amount of risk to fit your financial timeline.]]> 4247 0:34:57 Target date funds have been around for two decades now and they continue to evolve and find their place in more and more portfolios. The funds are typically inexpensive and give you a great amount of diversification while targeting an appropriate am[...] Target date funds have been around for two decades now and they continue to evolve and find their place in more and more portfolios. The funds are typically inexpensive and give you a great amount of diversification while targeting an appropriate amount of risk to fit your financial timeline. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no How Much Insurance Do I Need? http://www.moneyguy.com/2014/08/how-much-insurance-do-i-need/ Fri, 29 Aug 2014 15:02:11 +0000 http://www.money-guy.com/?p=4229 4229 0:38:44 Brian and Bo discuss insurance necessities as well as the appropriate level of insurance to carry across varying career and life stages. The guys also discuss emergency reserves and disability insurance. If you are in the market for insurance this i[...] Brian and Bo discuss insurance necessities as well as the appropriate level of insurance to carry across varying career and life stages. The guys also discuss emergency reserves and disability insurance. If you are in the market for insurance this is the show for you! Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Savings Samurai – Nickel Ninja http://www.moneyguy.com/2014/08/savings-samurai-nickel-ninja/ Fri, 15 Aug 2014 17:07:52 +0000 http://www.money-guy.com/?p=4204 4204 0:41:55 Brian and Bo give you the tips and tools you need to make your dollars stretch further than the rest. The guys share sites to help save you money shopping online, booking travel arrangements, negotiating utilities, and grabbing a cab. Brian and Bo give you the tips and tools you need to make your dollars stretch further than the rest. The guys share sites to help save you money shopping online, booking travel arrangements, negotiating utilities, and grabbing a cab. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Dollar Cost Averaging…The Discussion Continues http://www.moneyguy.com/2014/08/dollar-cost-averaging-the-discussion-continues/ Fri, 01 Aug 2014 15:03:51 +0000 http://www.money-guy.com/?p=4163 4163 0:41:13 This week Brian and Bo dig into the dollar cost averaging discussion, and illustrate the pros and cons that DCA presents. The Dollar Cost Averaging strategy is fairly simple, it boils down to having systematic entry points into the market. This week Brian and Bo dig into the dollar cost averaging discussion, and illustrate the pros and cons that DCA presents. The Dollar Cost Averaging strategy is fairly simple, it boils down to having systematic entry points into the market. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Broken Dreams: Take 2 http://www.moneyguy.com/2014/07/broken-dreams-take-2/ Fri, 18 Jul 2014 15:49:37 +0000 http://www.money-guy.com/?p=4131 4131 0:29:48 Brian and Bo pick up where they left off last week by detailing financial factors to consider when participating in the housing market. The guys even discuss some strategies and tools to utilize when reviewing non-mortgage, housing related expenses. Brian and Bo pick up where they left off last week by detailing financial factors to consider when participating in the housing market. The guys even discuss some strategies and tools to utilize when reviewing non-mortgage, housing related expenses. Podcasts Brian Preston, CPA, CFP®, PFS no no Broken Dreams: What’s Going on in Housing? http://www.moneyguy.com/2014/07/broken-dreams-whats-going-on-in-housing/ Fri, 11 Jul 2014 13:28:31 +0000 http://www.money-guy.com/?p=4124 4124 0:44:15 Have you been waiting to buy or sell a house? Are you tired of renting and have been waiting to purchase your dream home? Brian and Bo give you their thoughts on the housing market so you can make sense of the current housing environment. The guys[...] Have you been waiting to buy or sell a house? Are you tired of renting and have been waiting to purchase your dream home? Brian and Bo give you their thoughts on the housing market so you can make sense of the current housing environment. The guys first look at few explanations for the suppressed housing market we have experienced the past few years by analyzing an article by Paula Pant, 5 Stats You Need To Know About The Housing Recovery. New Construction Starts Are Apartment-Centric Unemployment For Young People Is Still High Sales of Existing Homes Are Bumpy Delinquencies and Foreclosures Are Returning to Normal Homes Are Still Undervalued, But Improving Brian and Bo also look into an article from Tim Manni simply titled, Why Aren’t More Young People Buying Homes? Here is what they found: A large portion of the buying audience is still absent – young, first time buyers.  Young American’s are still in favor of home ownership. However, there are far fewer young buyers in today’s market than there were post-war baby boomers.  In today’s market, purchasing a home requires substantial savings, long-term job income, a decent down payment, and limited debt.  The trend is also different today than in years past as young buyers are coming to the table with more money and looking for smaller homes on smaller lots. Additionally, in recent years, townhomes have become very acceptable alternatives to single family homes.  The demographic in personal decision making has changed with younger people, who are now mainly looking for ownership after starting a family and having children. A trait contrary to the baby boomers, which would opt for a small starter home at a younger age.  Most young people today may not see a first home come into the picture until they are between 33-35 years old.  Homes have become less of a financial investment in recent years and more of a use asset. Up to this point, the guys only discussed the symptoms of the market. They continue by giving their thoughts on future interest rate environments and forecast how interest rates may affect the housing market moving forward. They look into the article, Why interest rates may stay very low for a lot longer, written by Tom Petruno. The article touches on the world debt crisis and how it contributes to lower domestic interest rates. The author even mentions PIMCO co-founder Bill Gross’ estimate of the Fed’s rate being no higher than 2% through the end of the decade! It seems that the Fed is still gunning for major economic growth and willing to maintain suppressed rates if they see any sign of an economic slowdown. Additionally, the overseas central banks comprised specifically of the EBC and Bank of Japan have shown no signs of increased rates. So, what did this mean for the future of domestic housing prices and interest rates? With no foreign pressure to increase domestic rates on the Fed, we should see the current trend continue, and we could expect thirty year mortgage rates from 4% to 5% for years to come, if all else holds equal. This means the marketplace for new loans could remain very affordable going forward, which would drive even more buyers to the market. Check back next week, that’s right, next week, for a follow up on this topic as well as further discussion on strategies for entering and exiting the marketplace and how to make home ownership as affordable as possible.   Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Is The Risk Worth The Reward? http://www.moneyguy.com/2014/06/is-the-risk-worth-the-reward/ Fri, 27 Jun 2014 13:49:43 +0000 http://www.money-guy.com/?p=4091 4091 0:35:51 Brian dives into what it takes to be successful in business, finances, and your career, and how that success relates to the risks you take. He covers the habits that seem to drive successful people to push the envelope, and how those are the people [...] Brian dives into what it takes to be successful in business, finances, and your career, and how that success relates to the risks you take. He covers the habits that seem to drive successful people to push the envelope, and how those are the people who are willing to take risks more often in order to accomplish their goals. He also discusses why people tend to take the easy road and settle for a life that they may only be content with. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no How to Become a Millionaire http://www.moneyguy.com/2014/06/how-to-become-a-millionaire/ Fri, 13 Jun 2014 15:46:03 +0000 http://www.money-guy.com/?p=4003 4003 0:41:06 A million dollars seems like such a magic number, but what does it take to get you there? It may be true that saving the first $100,000 is the hardest, but you have to start somewhere. This week Brian and Bo give you the basic steps necessary to b[...] A million dollars seems like such a magic number, but what does it take to get you there? It may be true that saving the first $100,000 is the hardest, but you have to start somewhere. This week Brian and Bo give you the basic steps necessary to becoming a millionaire by retirement age. The choice is yours, start early or start late...it can be done!! Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Top Tips to Prepare for Retirement http://www.moneyguy.com/2014/05/top-tips-to-prepare-for-retirement/ http://www.moneyguy.com/2014/05/top-tips-to-prepare-for-retirement/#comments Fri, 30 May 2014 14:09:00 +0000 http://www.money-guy.com/?p=3932 http://www.moneyguy.com/2014/05/top-tips-to-prepare-for-retirement/feed/ 1 3932 0:40:46 Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available in your 401k. The motivation for this show is two articles that finance blogger Dana Anspach recently released about 401k’[...] Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available in your 401k. The motivation for this show is two articles that finance blogger Dana Anspach recently released about 401k’s and other retirement accounts, 7 Things I Wish People Knew About 401k Plans, and 7 to-do’s before you turn 59. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no How Do You Hold Your Assets? http://www.moneyguy.com/2014/05/how-do-you-hold-your-assets/ Fri, 16 May 2014 13:56:53 +0000 http://www.money-guy.com/?p=3866 3866 0:39:58 Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment portfolios. The guys give you the rundown on tax-efficiency and cover the three “pots” of money in the investing world 1) Ta[...] Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment portfolios. The guys give you the rundown on tax-efficiency and cover the three “pots” of money in the investing world 1) Taxable 2) Tax-Deferred 3) Tax Free. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Is Lending Club a Good Idea? http://www.moneyguy.com/2014/05/is-lending-club-a-good-idea/ http://www.moneyguy.com/2014/05/is-lending-club-a-good-idea/#comments Fri, 02 May 2014 17:08:11 +0000 http://www.money-guy.com/?p=3855 http://www.moneyguy.com/2014/05/is-lending-club-a-good-idea/feed/ 4 3855 0:51:23 The market downturn from 2007-2009 forced banks and other lending institutions to increase their lending standards for personal loans, as a result, peer-to-peer lending has found its footing. From this, Lending Club has jumped to the front of the m[...] The market downturn from 2007-2009 forced banks and other lending institutions to increase their lending standards for personal loans, as a result, peer-to-peer lending has found its footing. From this, Lending Club has jumped to the front of the market for these loans. Brian and Bo have been dabbling with the site over the past year, and in this show they give everyone a rundown of their experience over the past year. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Is Identity Theft Protection Worth It? http://www.moneyguy.com/2014/04/is-identity-theft-protection-worth-it/ http://www.moneyguy.com/2014/04/is-identity-theft-protection-worth-it/#comments Fri, 18 Apr 2014 13:30:37 +0000 http://www.money-guy.com/?p=3832 http://www.moneyguy.com/2014/04/is-identity-theft-protection-worth-it/feed/ 3 3832 0:36:25 Brian and Bo investigate identity theft protection, and credit monitoring industries, as well as provide you with alternative methods to identity security that is available. This week’s episode is a must-listen and a great resource to keep an eye on[...] Brian and Bo investigate identity theft protection, and credit monitoring industries, as well as provide you with alternative methods to identity security that is available. This week’s episode is a must-listen and a great resource to keep an eye on your credit score, report, and security. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Discussing Money With Your Aging Parents http://www.moneyguy.com/2014/04/discussing-money-with-your-aging-parents/ http://www.moneyguy.com/2014/04/discussing-money-with-your-aging-parents/#comments Fri, 04 Apr 2014 16:45:02 +0000 http://www.money-guy.com/?p=3782 http://www.moneyguy.com/2014/04/discussing-money-with-your-aging-parents/feed/ 1 3782 0:30:13 The core of this week’s show is staying informed with your parent’s financial situation. Brian and Bo cover what you need to know and when it makes sense to discuss finances with your parents or children. The core of this week’s show is staying informed with your parent’s financial situation. Brian and Bo cover what you need to know and when it makes sense to discuss finances with your parents or children. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Be An Advocate For Your Wallet http://www.moneyguy.com/2014/03/be-an-advocate-for-your-wallet/ http://www.moneyguy.com/2014/03/be-an-advocate-for-your-wallet/#comments Fri, 21 Mar 2014 13:46:03 +0000 http://www.money-guy.com/?p=3766 http://www.moneyguy.com/2014/03/be-an-advocate-for-your-wallet/feed/ 2 3766 0:28:00 Brian and Bo share tips for saving money every month with a couple of phone calls. They stress being an advocate for your wallet by constantly looking for the best deals. This week we cover reducing your utility bills and explore resources online th[...] Brian and Bo share tips for saving money every month with a couple of phone calls. They stress being an advocate for your wallet by constantly looking for the best deals. This week we cover reducing your utility bills and explore resources online that allow you to compare the best prices for the services that you spend money on every month. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Has Warren Buffett Lost His Golden Touch? http://www.moneyguy.com/2014/03/has-warren-buffett-lost-his-golden-touch/ Fri, 07 Mar 2014 19:44:10 +0000 http://www.money-guy.com/?p=3727 3727 0:50:27 In this week’s show Brian and Bo analyze Warren Buffett’s annual Letter to Shareholders. It does not matter the market the conditions, he always has a simplistic view and understanding of investing and can relay that information in layman’s terms. B[...] In this week’s show Brian and Bo analyze Warren Buffett’s annual Letter to Shareholders. It does not matter the market the conditions, he always has a simplistic view and understanding of investing and can relay that information in layman’s terms. Basically, Buffett's still got it. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Active vs. Passive Investing: Which Works? http://www.moneyguy.com/2014/02/active-vs-passive-investing-which-works/ Fri, 21 Feb 2014 18:54:36 +0000 http://www.money-guy.com/?p=3705 3705 0:44:58 In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant battle among investors and advisors about their stance on active and passive management. Brian and Bo share their opinions and give a behind the [...] In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant battle among investors and advisors about their stance on active and passive management. Brian and Bo share their opinions and give a behind the scenes look of their investment philosophy. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Tax Essentials http://www.moneyguy.com/2014/01/tax-essentials/ Fri, 31 Jan 2014 16:39:13 +0000 http://www.money-guy.com/?p=3686 3686 0:45:53 The IRS started accepting tax returns January 31st so we thought it was best that we give you some tips when filing your return. We cover some topics that will hopefully make filing your 2013 taxes a little less stressful. The IRS started accepting tax returns January 31st so we thought it was best that we give you some tips when filing your return. We cover some topics that will hopefully make filing your 2013 taxes a little less stressful. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Homeowners Insurance 101 http://www.moneyguy.com/2014/01/homeowners-insurance-101/ http://www.moneyguy.com/2014/01/homeowners-insurance-101/#comments Fri, 17 Jan 2014 16:12:19 +0000 http://www.money-guy.com/?p=3668 http://www.moneyguy.com/2014/01/homeowners-insurance-101/feed/ 1 3668 0:40:26 Brian and Bo cover homeowners insurance in this week’s podcast. The topic surfaced after Brian had a pipe burst in his home and experienced pretty significant water damage. The guys give you a rundown of what to expect during an insurance claim as w[...] Brian and Bo cover homeowners insurance in this week’s podcast. The topic surfaced after Brian had a pipe burst in his home and experienced pretty significant water damage. The guys give you a rundown of what to expect during an insurance claim as well as the ins and outs of your homeowners insurance policy. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Benchmarking Financial Success http://www.moneyguy.com/2014/01/benchmarking-financial-success/ Fri, 03 Jan 2014 18:56:02 +0000 http://www.money-guy.com/?p=3651 3651 0:46:04 Happy New Year! We are starting the year out by giving you a ton of great advice. The theme of this show is to stick to what works. We are not going to try to re-invent the wheel, but rather explore what creates success and benchmark it. This week [...] Happy New Year! We are starting the year out by giving you a ton of great advice. The theme of this show is to stick to what works. We are not going to try to re-invent the wheel, but rather explore what creates success and benchmark it. This week Brian and Bo cover some great financial concepts to implement in the New Year. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no The Big Give http://www.moneyguy.com/2013/12/the-big-give/ Fri, 20 Dec 2013 16:15:07 +0000 http://www.money-guy.com/?p=3635 3635 0:37:37   This week we dig into charitable giving, it’s a perfect topic for this time of year. Brian and Bo cover donor advised funds as well as some cool tax tips. We also discuss our goals for 2014 and give you a sneak peak of what to expect from u[...]   This week we dig into charitable giving, it’s a perfect topic for this time of year. Brian and Bo cover donor advised funds as well as some cool tax tips. We also discuss our goals for 2014 and give you a sneak peak of what to expect from us in the coming year. Money-Guy News Our social media sites are still fairly young and are quickly becoming one of our main focal points. So, we have decided to reward our followers with some really cool gifts. The Money-Guy crew is also going to team up with a charity that supports autism. Brian announced our apparel line, which will start with a couple of t-shirts. Brian is going to pay for the shirts up front and as they sell we are going to donate 100% of the proceeds. We are also looking for someone to volunteer some of their time if you are experienced with graphic design or printing t-shirts. Charitable Giving If you are donating clothes make sure that you are documenting the items you are giving and ask for a receipt that notes the clothes are in at least good condition. Always have a bank record or written verification from the receiving organization that details the amount given and the date of the gift. Donor advised funds are always a great way to gift money or appreciated stock to charity. We are most familiar with Fidelity Charitable Gift Fund and Schwab Charitable programs.  If you need a large current year tax deduction a bigger donation can be made to the account this year and then you can grant the money or stock to the charity of your choice in later years. Essentially, when you make a gift to the charitable account you are making an irrevocable donation and are allowed to take the deduction in the year of the transfer. The down side is that if you grant the money to your charity in years following the transfer, there is no tax deduction because it has already been claimed upon the transfer. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Finding Your Place in Life http://www.moneyguy.com/2013/12/finding-your-place-in-life/ Fri, 06 Dec 2013 17:16:32 +0000 http://www.money-guy.com/?p=3603 3603 0:41:48 Brian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining moments in his life so far and shares his thoughts on the factors that determine your place in life, both financially, and emotionally. The two key issu[...] Brian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining moments in his life so far and shares his thoughts on the factors that determine your place in life, both financially, and emotionally. The two key issues that he felt were pressing to address in this podcast are: 1. Where should you be financially, and 2. Doing things in life that make you happy. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Financial Lessons Learned in Vegas http://www.moneyguy.com/2013/11/financial-lessons-learned-in-vegas/ Fri, 15 Nov 2013 18:53:54 +0000 http://www.money-guy.com/?p=3589 3589 0:55:31 Brian and Bo share funny stories and financial lessons learned from their recent trip to Las Vegas. They cover everything from playing the odds to knowing how to get free and discounted incentives. If you’re planning a trip or vacation in the future[...] Brian and Bo share funny stories and financial lessons learned from their recent trip to Las Vegas. They cover everything from playing the odds to knowing how to get free and discounted incentives. If you’re planning a trip or vacation in the future this show is a must listen. Check below the show notes for a list of links to topics from this podcast like celebrity gamblers and the wizard of odds. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Code Red http://www.moneyguy.com/2013/11/code-red/ Fri, 01 Nov 2013 15:15:03 +0000 http://www.money-guy.com/?p=3566 3566 0:55:43 This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key when investing, especially during times of uncertainty. We also give you a rundown of the article: 10 ways to wipe out your[...] This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key when investing, especially during times of uncertainty. We also give you a rundown of the article: 10 ways to wipe out your retirement savings, by Dana Anspack, a fee-only advisor out of Arizona. Dana does a great job on each of her ten points, we feel like this is a must read for everyone. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no What Financial Pros Aren’t Telling You http://www.moneyguy.com/2013/10/what-financial-pros-arent-telling-you/ Fri, 18 Oct 2013 19:02:09 +0000 http://www.money-guy.com/?p=3517 financial-professionalThis week we analyze the Truths Financial Pro’s Won’t Tell article from the October issue of Consumer Reports and share our thoughts and perspectives with you about working with financial advisors. We also cover the humble story of NFL running back Alfred Morris and his first car. ]]> 3517 0:39:19 This week we analyze the Truths Financial Pro’s Won’t Tell article from the October issue of Consumer Reports and share our thoughts and perspectives with you about working with financial advisors. We also cover the humble story of NFL running back [...] This week we analyze the Truths Financial Pro’s Won’t Tell article from the October issue of Consumer Reports and share our thoughts and perspectives with you about working with financial advisors. We also cover the humble story of NFL running back Alfred Morris and his first car. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Car Buying Tips and Tricks http://www.moneyguy.com/2013/10/car-buying-tips-and-tricks/ http://www.moneyguy.com/2013/10/car-buying-tips-and-tricks/#comments Fri, 04 Oct 2013 16:15:02 +0000 http://www.money-guy.com/?p=3476 http://www.moneyguy.com/2013/10/car-buying-tips-and-tricks/feed/ 1 3476 0:32:34 This week we break down the car buying process to give you some helpful tips when purchasing or leasing a car. Over the years we have developed a system for helping clients buy cars we're giving you a behind the scenes peak at the Money-Guy's best p[...] This week we break down the car buying process to give you some helpful tips when purchasing or leasing a car. Over the years we have developed a system for helping clients buy cars we're giving you a behind the scenes peak at the Money-Guy's best practices for car purchases. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Money-Guy Mashup http://www.moneyguy.com/2013/09/money-guy-mashup/ http://www.moneyguy.com/2013/09/money-guy-mashup/#comments Fri, 20 Sep 2013 17:16:53 +0000 http://www.money-guy.com/?p=3425 http://www.moneyguy.com/2013/09/money-guy-mashup/feed/ 1 3425 0:41:56 Everyone is in for a treat this week as we explore the way music relates to your finances. Brian dug through his iPod and iTunes to find a list of songs that solidify the advice we give on a daily basis. Another added bonus: The show notes this week[...] Everyone is in for a treat this week as we explore the way music relates to your finances. Brian dug through his iPod and iTunes to find a list of songs that solidify the advice we give on a daily basis. Another added bonus: The show notes this week are from Brian’s desk. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Addicted to Saving http://www.moneyguy.com/2013/09/addicted-to-saving-2/ Fri, 06 Sep 2013 15:55:47 +0000 http://www.money-guy.com/?p=3399 3399 0:38:15 This week we look at the importance of saving early as well as evaluating your 401k and the investments inside it. Brian and Bo examine two articles: An Open Letter to Everyone Under 30, from The Motley Fool and How to Grow Your Savings, from Consum[...] This week we look at the importance of saving early as well as evaluating your 401k and the investments inside it. Brian and Bo examine two articles: An Open Letter to Everyone Under 30, from The Motley Fool and How to Grow Your Savings, from Consumer Reports. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Estate Planning 101 http://www.moneyguy.com/2013/08/estate-planning-101/ Fri, 23 Aug 2013 14:00:06 +0000 http://www.money-guy.com/?p=3288 3288 0:41:54 Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you are in financially. This topic affects everyone differently and the guys are here to give you some insight. From the basics to complex strategies, the[...] Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you are in financially. This topic affects everyone differently and the guys are here to give you some insight. From the basics to complex strategies, the Money-Guy covers the realm of estate planning in this show! Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no One Stop Loan Shop http://www.moneyguy.com/2013/08/one-stop-loan-shop/ http://www.moneyguy.com/2013/08/one-stop-loan-shop/#comments Fri, 09 Aug 2013 18:18:53 +0000 http://www.money-guy.com/?p=3256 http://www.moneyguy.com/2013/08/one-stop-loan-shop/feed/ 5 3256 0:44:02 Brian and Bo evaluate an alternative way to borrow and lend money in this week’s show. They get into the nitty gritty of peer to peer lending, as well as, the real estate research website Zillow. Brian shares his personal experiences with peer to pe[...] Brian and Bo evaluate an alternative way to borrow and lend money in this week’s show. They get into the nitty gritty of peer to peer lending, as well as, the real estate research website Zillow. Brian shares his personal experiences with peer to peer lending using the Lending Club website. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Yield! Watch for Dividends http://www.moneyguy.com/2013/07/yield-watch-for-dividends/ Fri, 26 Jul 2013 18:05:27 +0000 http://www.money-guy.com/?p=3209 3209 0:34:51 Brian and Bo tackle the challenge of explaining how yield can affect the overall performance of a portfolio. They share historical numbers and some great quotes that reference the importance of making solid investments that keep dividend yield in mi[...] Brian and Bo tackle the challenge of explaining how yield can affect the overall performance of a portfolio. They share historical numbers and some great quotes that reference the importance of making solid investments that keep dividend yield in mind. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no When Investing Right Goes Oh So Wrong http://www.moneyguy.com/2013/07/when-investing-right-goes-oh-so-wrong/ Fri, 12 Jul 2013 15:52:37 +0000 http://www.money-guy.com/?p=3190 3190 0:39:16 With the recent news and market movements, Brian and Bo share with you their views about investing. They look into asset classes from Fixed Income to Emerging Markets, sharing a lot of great advice about allocating your portfolio going forward. With the recent news and market movements, Brian and Bo share with you their views about investing. They look into asset classes from Fixed Income to Emerging Markets, sharing a lot of great advice about allocating your portfolio going forward. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no The 30ish Minute Financial Plan http://www.moneyguy.com/2013/06/the-30ish-minute-financial-plan/ Fri, 28 Jun 2013 18:51:40 +0000 http://www.money-guy.com/?p=3163 3163 0:52:04 This week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you on track throughout your financial marathon. They hit topics from estate planning to negotiating service rates. This is a great show to help establish [...] This week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you on track throughout your financial marathon. They hit topics from estate planning to negotiating service rates. This is a great show to help establish future plans and to create a checklist to ensure you reach your financial goals. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Marriage…An Education http://www.moneyguy.com/2013/06/marriage-an-education/ http://www.moneyguy.com/2013/06/marriage-an-education/#comments Fri, 14 Jun 2013 17:50:04 +0000 http://www.money-guy.com/?p=3121 http://www.moneyguy.com/2013/06/marriage-an-education/feed/ 1 3121 0:39:41 Brian and Bo jump into the deep end of Bo’s first year of marriage and how his financial life has changed. Bo sees how far off his predictions were a year ago when he got married. Largest monthly expense: miscellaneous. What is there to cut back on[...] Brian and Bo jump into the deep end of Bo’s first year of marriage and how his financial life has changed. Bo sees how far off his predictions were a year ago when he got married. Largest monthly expense: miscellaneous. What is there to cut back on when looking at your miscellaneous category? Everything is miscellaneous! Bo said, on average, he exceeded his miscellaneous budget by 110% per month (even with monthly adjustments)! Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Love and Marriage… and Finances (Rewind) http://www.moneyguy.com/2013/05/love-and-marriage-and-finances-rewind/ http://www.moneyguy.com/2013/05/love-and-marriage-and-finances-rewind/#comments Fri, 31 May 2013 16:23:35 +0000 http://www.money-guy.com/?p=3106 http://www.moneyguy.com/2013/05/love-and-marriage-and-finances-rewind/feed/ 1 3106 0:53:56 We intro with today’s show as a preface to our next show, which will recap Bo’s first year of marriage. From there Brian and Bo replay last year’s show that happened two weeks before Bo and Jenna’s wedding. Make sure not to miss our next show whic[...] We intro with today’s show as a preface to our next show, which will recap Bo’s first year of marriage. From there Brian and Bo replay last year’s show that happened two weeks before Bo and Jenna’s wedding. Make sure not to miss our next show which will go into more depth of Bo’s initial year in marriage, while also hitting on the way that money can impact your marriage. After next week’s show we transition away from the topic of marriage and back to our Money-Guy array of topics. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no The Risk of Not Taking Risks http://www.moneyguy.com/2013/05/the-risk-of-not-taking-risks/ http://www.moneyguy.com/2013/05/the-risk-of-not-taking-risks/#comments Fri, 17 May 2013 18:13:44 +0000 http://www.money-guy.com/?p=3030 http://www.moneyguy.com/2013/05/the-risk-of-not-taking-risks/feed/ 1 3030 0:32:24 Today, Brian and Bo tackle the risk that you take by sitting on the investment sidelines. They have been fielding a number of questions over the past few months covering this very topic. The moral of this episode is to get started doing something [...] Today, Brian and Bo tackle the risk that you take by sitting on the investment sidelines. They have been fielding a number of questions over the past few months covering this very topic. The moral of this episode is to get started doing something sooner rather than later so that you do not miss out on what the market has to offer. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no 10,000 Hours http://www.moneyguy.com/2013/05/10000-hours/ Fri, 03 May 2013 19:35:39 +0000 http://www.money-guy.com/?p=3008 3008 0:49:39 Today’s show is more of a “life” podcast, giving you the motivation to move ahead and the challenge to believe in yourself. While on vacation last week, Brian read two very interesting books. Outliers by Malcolm Gladwell and How To Be Like Walt by[...] Today’s show is more of a “life” podcast, giving you the motivation to move ahead and the challenge to believe in yourself. While on vacation last week, Brian read two very interesting books. Outliers by Malcolm Gladwell and How To Be Like Walt by Pat Williams. These books help us to dream big and believe that you can accomplish those dreams. An individual with passion and the right opportunities can truly change the world. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Building Your Dollar Army http://www.moneyguy.com/2013/04/building-your-dollar-army/ http://www.moneyguy.com/2013/04/building-your-dollar-army/#comments Fri, 19 Apr 2013 14:45:40 +0000 http://www.money-guy.com/?p=2989 http://www.moneyguy.com/2013/04/building-your-dollar-army/feed/ 1 2989 0:36:27 We are always happy to receive emails from our listeners, and, on this show, Brian shares two different emails, one from someone beginning their financial journey and one from someone who is far enough along in his journey to see the fruits of his l[...] We are always happy to receive emails from our listeners, and, on this show, Brian shares two different emails, one from someone beginning their financial journey and one from someone who is far enough along in his journey to see the fruits of his labor. The lesson from these listeners is simple: don’t let another day go by without saving for your future. Why are you waiting? Every day that goes by makes it harder to reach your goals. Start today to save and make it a part of your life that is automatic. Every dollar that you put away will help you build an army of soldiers that will work for you in the future. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Investing Truths and How to Avoid the Noise http://www.moneyguy.com/2013/04/investing-truths-and-how-to-avoid-the-noise/ Fri, 05 Apr 2013 15:33:48 +0000 http://www.money-guy.com/?p=2972 2972 0:40:19 Downturns over the last 5 years have provided an incredible opportunity to learn core principles about investing. During crisis times, there is a lot of rich material about learning to become a good investor. 2008 was a monumentally historic year [...] Downturns over the last 5 years have provided an incredible opportunity to learn core principles about investing. During crisis times, there is a lot of rich material about learning to become a good investor. 2008 was a monumentally historic year for the stock market, but not in a good way. If we could bottle up the feeling we had during the crisis, it would be truly priceless. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no The A B C’s of Mutual Funds http://www.moneyguy.com/2013/03/the-a-b-cs-of-mutual-funds/ Fri, 22 Mar 2013 19:28:06 +0000 http://www.money-guy.com/?p=2955 2955 0:36:48 When investing in mutual funds, you normally choose between Class A, Class B or Class C. The main difference in these options is the fees that you will be charged and how they are charged. A good way to understand how these fees work is to look at[...] When investing in mutual funds, you normally choose between Class A, Class B or Class C. The main difference in these options is the fees that you will be charged and how they are charged. A good way to understand how these fees work is to look at the funds one by one and determine which plan is best for you financially. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Money-Guy Misses http://www.moneyguy.com/2013/03/money-guy-misses/ Fri, 08 Mar 2013 18:03:14 +0000 http://www.money-guy.com/?p=2937 2937 0:52:37 Almost everyone has a story about a financial mistake that they made at some point in their lives. These mistakes are some of our best learning moments, and they teach us a lot about how to make good choices in the future. We hope that by sharing [...] Almost everyone has a story about a financial mistake that they made at some point in their lives. These mistakes are some of our best learning moments, and they teach us a lot about how to make good choices in the future. We hope that by sharing our past mistakes with you, we can help you avoid these same mistakes. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Secrets for a Dream Retirement http://www.moneyguy.com/2013/02/secrets-for-a-dream-retirement/ Fri, 22 Feb 2013 14:58:06 +0000 http://www.money-guy.com/?p=2921 2921 0:41:29 The basic key to a good retirement is to save money and earn a decent payback on your investments. However, there are other keys to working this plan, and they involve all stages of life from the early years into your retirement. Earning money an[...] The basic key to a good retirement is to save money and earn a decent payback on your investments. However, there are other keys to working this plan, and they involve all stages of life from the early years into your retirement. Earning money and investing it wisely is not the only thing to consider. According to an article from CNN Money, there are 6 important secrets to having your dream retirement. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Life Insurance 101 http://www.moneyguy.com/2013/02/life-insurance-101-2/ http://www.moneyguy.com/2013/02/life-insurance-101-2/#comments Fri, 08 Feb 2013 18:29:09 +0000 http://www.money-guy.com/?p=2899 http://www.moneyguy.com/2013/02/life-insurance-101-2/feed/ 4 2899 0:32:50 Although life insurance may be a morbid discussion, it can be a very important piece of your financial plan. Rates can be very affordable, even for people in their 40’s and 50’s. We believe that it is important to educate yourself by doing your ho[...] Although life insurance may be a morbid discussion, it can be a very important piece of your financial plan. Rates can be very affordable, even for people in their 40’s and 50’s. We believe that it is important to educate yourself by doing your homework and getting a good understanding of what you are buying. Remember that your family is dependent on your income, and it will make such a difference in the lives of those you may leave behind. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no The Web Vs. Your Financial Advisor http://www.moneyguy.com/2013/01/the-web-vs-your-financial-advisor/ http://www.moneyguy.com/2013/01/the-web-vs-your-financial-advisor/#comments Fri, 25 Jan 2013 19:36:29 +0000 http://www.money-guy.com/?p=2879 http://www.moneyguy.com/2013/01/the-web-vs-your-financial-advisor/feed/ 1 2879 0:49:09 The look and feel of the personal financial planner is changing. No longer is an office surrounded by mahogany and crown moldings the only choice. Some of today’s financial planners are much more laid back and casual, but maintain the same level o[...] The look and feel of the personal financial planner is changing. No longer is an office surrounded by mahogany and crown moldings the only choice. Some of today’s financial planners are much more laid back and casual, but maintain the same level of expertise and financial knowledge. The internet offers many choices for a planner as well, and it’s up to you to decide based on your needs and goals what will work best for you. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no The Money-Guy Answers Your Email http://www.moneyguy.com/2013/01/the-money-guy-answers-your-email/ Fri, 11 Jan 2013 21:01:36 +0000 http://www.money-guy.com/?p=2868 2868 0:33:13 As a lead-off show for 2013, we decided to answer some email questions from our listeners. We love receiving your email questions and always enjoy when we get to share them on the show. As a lead-off show for 2013, we decided to answer some email questions from our listeners. We love receiving your email questions and always enjoy when we get to share them on the show. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Money Truths and Financial Life Lessons from the Money Guys http://www.moneyguy.com/2012/12/money-truths-and-financial-life-lessons-from-the-money-guys/ http://www.moneyguy.com/2012/12/money-truths-and-financial-life-lessons-from-the-money-guys/#comments Fri, 28 Dec 2012 20:22:09 +0000 http://www.money-guy.com/?p=2855 http://www.moneyguy.com/2012/12/money-truths-and-financial-life-lessons-from-the-money-guys/feed/ 2 2855 0:56:49 Now that Christmas is over, remember that it is not about the gift itself but about the thought that went into it. With our New Year's resolutions right around the corner, we decided to share some Money-Guy insights with our listeners. Sometimes [...] Now that Christmas is over, remember that it is not about the gift itself but about the thought that went into it. With our New Year's resolutions right around the corner, we decided to share some Money-Guy insights with our listeners. Sometimes age changes how we look at life and financial planning. It’s so important to enjoy the smaller things in life. Here are some keys we feel are important to remember. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Is There a Perfect Income for Happiness? http://www.moneyguy.com/2012/12/is-there-a-perfect-income-for-happiness/ Fri, 14 Dec 2012 21:01:24 +0000 http://www.money-guy.com/?p=2842 2842 0:36:34 The Christmas season is quickly approaching, and, in our office, the Michael Buble holiday Pandora channel has been playing nonstop (we are using the wireless speaker purchased on Black Friday) to help us get ready for the holidays... The Christmas season is quickly approaching, and, in our office, the Michael Buble holiday Pandora channel has been playing nonstop (we are using the wireless speaker purchased on Black Friday) to help us get ready for the holidays... Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no End of Year Tax Planning http://www.moneyguy.com/2012/11/end-of-year-tax-planning/ http://www.moneyguy.com/2012/11/end-of-year-tax-planning/#comments Fri, 30 Nov 2012 21:21:37 +0000 http://www.money-guy.com/?p=2823 http://www.moneyguy.com/2012/11/end-of-year-tax-planning/feed/ 1 2823 0:28:28 Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With the end of the year quickly approaching, we thought we would share some planning strategies you may want to begin thinking abou[...] Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With the end of the year quickly approaching, we thought we would share some planning strategies you may want to begin thinking about as we close down 2012. From investment planning to tax planning, the end of the year is always a great time to put the ‘finishing touches’ on making sure your financial house is in order. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Now That the Election is Over… http://www.moneyguy.com/2012/11/now-that-the-election-is-over/ Fri, 09 Nov 2012 20:57:59 +0000 http://www.money-guy.com/?p=2810 2810 0:40:47 Now that the Presidential election of 2012 is behind us, what will the future hold? Democrats and Republicans are currently deeply divided. With the victory for the President, our hopes are that he will use his re-election to help the country heal [...] Now that the Presidential election of 2012 is behind us, what will the future hold? Democrats and Republicans are currently deeply divided. With the victory for the President, our hopes are that he will use his re-election to help the country heal and find compromise. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Best 529 College Savings Plans http://www.moneyguy.com/2012/10/best-529-college-savings-plans/ Fri, 26 Oct 2012 19:38:15 +0000 http://www.money-guy.com/?p=2798 2798 0:34:55 For many parents out there, one of the biggest concerns is providing their children with a college education. We have done shows in the past about the benefits of 529 savings plans and, in today's show, we revisit this topic and update you guys on [...] For many parents out there, one of the biggest concerns is providing their children with a college education. We have done shows in the past about the benefits of 529 savings plans and, in today's show, we revisit this topic and update you guys on the best plans of 2012. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Best Brokers and Retirement Rules of Thumb http://www.moneyguy.com/2012/10/best-brokers-and-retirement-rules-of-thumb/ http://www.moneyguy.com/2012/10/best-brokers-and-retirement-rules-of-thumb/#comments Fri, 12 Oct 2012 18:39:59 +0000 http://www.money-guy.com/?p=2785 http://www.moneyguy.com/2012/10/best-brokers-and-retirement-rules-of-thumb/feed/ 1 2785 0:22:36 It is a great thing in life when you do good work for people, and good things turn around and happen to you. We started this podcast because we have a passion to share free advice for the "do-it-yourselfers" out there who need straight-forward, ho[...] It is a great thing in life when you do good work for people, and good things turn around and happen to you. We started this podcast because we have a passion to share free advice for the "do-it-yourselfers" out there who need straight-forward, honest advice. In turn, we have not only transformed many of those listeners into clients, but we have also been fortunate enough to connect with others in the podcast and blogging community. In today's show, we share some of the thoughts and research from members of the blogging world who we truly value having a supportive relationship with. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Addicted to Saving http://www.moneyguy.com/2012/09/addicted-to-saving/ http://www.moneyguy.com/2012/09/addicted-to-saving/#comments Fri, 28 Sep 2012 19:08:18 +0000 http://www.money-guy.com/?p=2768 http://www.moneyguy.com/2012/09/addicted-to-saving/feed/ 2 2768 0:32:03 America is a country that is addicted to addiction. From Oprah to Dr. Phil, everywhere we turn there is fascination with the negativity surrounding alcoholism, overeating, overspending, etc. What you don’t hear a lot about are addictions that can [...] America is a country that is addicted to addiction. From Oprah to Dr. Phil, everywhere we turn there is fascination with the negativity surrounding alcoholism, overeating, overspending, etc. What you don’t hear a lot about are addictions that can have a positive impact on your life. In today’s show, we focus on a positive addiction to get you excited about being addicted to saving! Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Bringin’ Simple Back…Again! http://www.moneyguy.com/2012/09/bringin-simple-back-again/ Thu, 13 Sep 2012 15:13:33 +0000 http://www.money-guy.com/?p=2759 2759 0:44:18 That’s right. We’re bringin’ simple back...again! Our 2009 show, Bringin' Simple Back, was one of our most popular shows to date, so today we are re-releasing this show to remind our listeners to keep it simple. Lately we have been reminded that, [...] That’s right. We’re bringin’ simple back...again! Our 2009 show, Bringin' Simple Back, was one of our most popular shows to date, so today we are re-releasing this show to remind our listeners to keep it simple. Lately we have been reminded that, regardless of complicated economic situations, simple is often better. Though it has been over three years since we recorded this podcast, it is incredible to see that with all of the changes in the economy since 2009, the information in this show is still very relevant. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Setting Yourself Up For Success http://www.moneyguy.com/2012/08/setting-yourself-up-for-success/ http://www.moneyguy.com/2012/08/setting-yourself-up-for-success/#comments Fri, 31 Aug 2012 17:56:54 +0000 http://www.money-guy.com/?p=2745 http://www.moneyguy.com/2012/08/setting-yourself-up-for-success/feed/ 1 2745 0:44:10 Truly successful people are those who consistently do well in many different areas of life. There are actually patterns that successful people follow in order to reach their goals. In today's show, we share some traits and skills of highly effecti[...] Truly successful people are those who consistently do well in many different areas of life. There are actually patterns that successful people follow in order to reach their goals. In today's show, we share some traits and skills of highly effective people as well as some Money-Guy tips to apply all of this to your financial lives. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Back to Basics: The Power of Patience http://www.moneyguy.com/2012/08/back-to-basics-the-power-of-patience/ Mon, 20 Aug 2012 14:52:28 +0000 http://www.money-guy.com/?p=2733 2733 0:40:11 We have all heard that patience is a virtue. But did you know that you can actually get paid for being patient? In today's show, we share some data that reveals just what a plan and a little patience can do for your portfolio returns. We have all heard that patience is a virtue. But did you know that you can actually get paid for being patient? In today's show, we share some data that reveals just what a plan and a little patience can do for your portfolio returns. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no A Gross Misconception http://www.moneyguy.com/2012/08/a-gross-misconception/ Fri, 03 Aug 2012 19:37:09 +0000 http://www.money-guy.com/?p=2714 2714 0:37:21 Bill Gross is someone we respect greatly and we have been following his career for years. He co-founded Pacific Investment Management and runs the world's largest bond mutual fund, PIMCO Total Return. He recently released an Investment Outlook pie[...] Bill Gross is someone we respect greatly and we have been following his career for years. He co-founded Pacific Investment Management and runs the world's largest bond mutual fund, PIMCO Total Return. He recently released an Investment Outlook piece, titled Cult Figures, and we wanted to share our opinion on his thoughts in today's show. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no 2nd Quarter Wrap-Up http://www.moneyguy.com/2012/07/2nd-quarter-wrap-up/ http://www.moneyguy.com/2012/07/2nd-quarter-wrap-up/#comments Fri, 20 Jul 2012 19:11:38 +0000 http://www.money-guy.com/?p=2705 http://www.moneyguy.com/2012/07/2nd-quarter-wrap-up/feed/ 1 2705 0:40:25 The year is halfway over and it's time for us to share our reflections of the year so far and what we are looking at going forward. At the end of each quarter, we send quarterly reports to our clients accompanied by our commentary on the financial [...] The year is halfway over and it's time for us to share our reflections of the year so far and what we are looking at going forward. At the end of each quarter, we send quarterly reports to our clients accompanied by our commentary on the financial world. Check out today's show for some highlights from this quarter's commentary that we wanted to share with our Money-Guy family. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Mortgage Rates, Refinancing, and Everything Real Estate http://www.moneyguy.com/2012/07/mortgage-rates-refinancing-and-everything-real-estate/ http://www.moneyguy.com/2012/07/mortgage-rates-refinancing-and-everything-real-estate/#comments Fri, 06 Jul 2012 19:14:14 +0000 http://www.money-guy.com/?p=2694 http://www.moneyguy.com/2012/07/mortgage-rates-refinancing-and-everything-real-estate/feed/ 4 2694 0:38:10 With mortgage rates at record lows, a trending topic is refinancing and strategies for paying (or not paying) off your mortgage. In today’s show, we highlight some of the pros and cons of the various options for homeowners. With mortgage rates at record lows, a trending topic is refinancing and strategies for paying (or not paying) off your mortgage. In today’s show, we highlight some of the pros and cons of the various options for homeowners. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Tipping Tips http://www.moneyguy.com/2012/06/tipping-tips/ http://www.moneyguy.com/2012/06/tipping-tips/#comments Fri, 22 Jun 2012 19:09:24 +0000 http://www.money-guy.com/?p=2680 http://www.moneyguy.com/2012/06/tipping-tips/feed/ 1 2680 0:50:23 Tipping someone for the service they are providing is meant to be a token of appreciation for a job well done. However, every time you turn around, there are tip jars making it very confusing as to when you should tip and how much. Listen to today[...] Tipping someone for the service they are providing is meant to be a token of appreciation for a job well done. However, every time you turn around, there are tip jars making it very confusing as to when you should tip and how much. Listen to today's show for our insights and experiences as someone handing out the tips as well as the perspective of one who has worked to increase their tips in the service industry. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Timeless Tips and Tax Advice http://www.moneyguy.com/2012/06/timeless-tips-and-tax-advice/ http://www.moneyguy.com/2012/06/timeless-tips-and-tax-advice/#comments Thu, 07 Jun 2012 21:03:51 +0000 http://www.money-guy.com/?p=2666 http://www.moneyguy.com/2012/06/timeless-tips-and-tax-advice/feed/ 1 2666 0:52:25 Many investors are looking for a hot, flavor-of-the-week investment tactic to bring them success. With a long-term outlook, though, it is important to develop a sensible investing strategy that will withstand the test of time. In today's show, we [...] Many investors are looking for a hot, flavor-of-the-week investment tactic to bring them success. With a long-term outlook, though, it is important to develop a sensible investing strategy that will withstand the test of time. In today's show, we cover some timeless retirement planning and business tips to help you reach your goals. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Protecting Your Identity http://www.moneyguy.com/2012/05/protecting-your-identity/ http://www.moneyguy.com/2012/05/protecting-your-identity/#comments Thu, 24 May 2012 19:09:54 +0000 http://www.money-guy.com/?p=2641 http://www.moneyguy.com/2012/05/protecting-your-identity/feed/ 3 2641 0:32:12 The number of identity theft cases continues to The June 2012 Consumer Reports Magazine focused on tips and products to help you protect your privacy.  They reported that 16 million households have been victims of identity theft over the past year ([...] The number of identity theft cases continues to The June 2012 Consumer Reports Magazine focused on tips and products to help you protect your privacy.  They reported that 16 million households have been victims of identity theft over the past year (up almost 50%).  Census bureau data for the same year shows that there were 114.8 million households total, so roughly 14% of U.S. households experienced identity theft in the past year. Also included in the Consumer Reports Magazine were privacy tips for Facebook users: Know that insurers, employers, enemies, criminals, and government investigators (such as the IRS) are watching Facebook activity. Think before you type – even deleted accounts can stay active for awhile. Protect basic information and be careful of “friends of friends” information sharing. “UnPublic” your Facebook wall so that only your friends may see your posts. Turn off Tag Suggest in your privacy settings What to do if your identity is stolen: Contact all three credit bureaus and issue a fraud alert.  Check your credit report to make sure there are not items you don’t recognize. Provide each agency’s fraud unit with a copy of your driver’s license in order to register an affidavit. Contact the proper authorities in writing. Inform the police department, Social Security Administration (800-269-0271), and all creditors you have accounts with. The three credit bureaus are: Equifax 800-525-6285 Experian 888-397-3742 Transunion 800-680-7289 Additional tips for protecting yourself: Even if you haven’t had your identity stolen, you should still check your credit report each year.  Visit annualcreditreport.com to get one free copy of your report per credit bureau per year. Be careful of which emails you open and be wary of any hyperlink in any email. Use a credit card over a checkbook or debit card. Don’t carry your Social Security card or number around with you. Shred documents with personal information on them when they need to be discarded. Look for the https at the beginning of a hyperlink when shopping online.  This indicates a secure site. Click here if you would like to sign up for Ebates! Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Facebook IPO Friend Request…Should You Accept? http://www.moneyguy.com/2012/05/facebook-ipo-friend-request-should-you-accept/ http://www.moneyguy.com/2012/05/facebook-ipo-friend-request-should-you-accept/#comments Fri, 11 May 2012 18:21:04 +0000 http://www.money-guy.com/?p=2622 http://www.moneyguy.com/2012/05/facebook-ipo-friend-request-should-you-accept/feed/ 1 2622 0:36:20 The trending topic in the investment world is the fact that Facebook is going public. With the IPO date quickly approaching, we focus today's show on the ins and outs of initial public offerings and what happens when companies don't live up to the [...] The trending topic in the investment world is the fact that Facebook is going public. With the IPO date quickly approaching, we focus today's show on the ins and outs of initial public offerings and what happens when companies don't live up to the hype. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Love and Marriage…and Finances http://www.moneyguy.com/2012/04/love-and-marriage-and-finances/ http://www.moneyguy.com/2012/04/love-and-marriage-and-finances/#comments Fri, 27 Apr 2012 18:04:29 +0000 http://www.money-guy.com/?p=2598 http://www.moneyguy.com/2012/04/love-and-marriage-and-finances/feed/ 2 2598 0:49:16 As many of you know, Bo is getting married in less than two months, so his upcoming wedding has been a hot and heavy topic around our office. We feel that Bo is a little naive about marriage and financial expectations, so picking on him has provide[...] As many of you know, Bo is getting married in less than two months, so his upcoming wedding has been a hot and heavy topic around our office. We feel that Bo is a little naive about marriage and financial expectations, so picking on him has provided a lot of entertainment for the rest of us lately. In today's show, we thought we would let you guys in on the fun and talk about the biggest financial mistakes couples make as well as some of the financial benefits that come along with marriage. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Above-Average Shopping and Investing http://www.moneyguy.com/2012/04/above-average-shopping-and-investing/ http://www.moneyguy.com/2012/04/above-average-shopping-and-investing/#comments Fri, 13 Apr 2012 18:59:09 +0000 http://www.money-guy.com/?p=2580 http://www.moneyguy.com/2012/04/above-average-shopping-and-investing/feed/ 2 2580 0:28:31 The average shopper may blindly pay retail price for their goods. The average investor may make rookie investment choices that cost them dearly. But Money-Guy listeners are anything but average when it comes to financial matters. In today's show,[...] The average shopper may blindly pay retail price for their goods. The average investor may make rookie investment choices that cost them dearly. But Money-Guy listeners are anything but average when it comes to financial matters. In today's show, we talk about the rewards involved with being an above-average shopper and investor. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no How to Win Life’s Lottery http://www.moneyguy.com/2012/03/how-to-win-lifes-lottery/ http://www.moneyguy.com/2012/03/how-to-win-lifes-lottery/#comments Fri, 30 Mar 2012 19:47:31 +0000 http://www.money-guy.com/?p=2560 http://www.moneyguy.com/2012/03/how-to-win-lifes-lottery/feed/ 1 2560 0:41:48 It seems that lottery fever is sweeping the nation, so today we give our thoughts on how you can still be a winner of life's lottery without hitting the jackpot. It seems that lottery fever is sweeping the nation, so today we give our thoughts on how you can still be a winner of life's lottery without hitting the jackpot. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Keys to Success http://www.moneyguy.com/2012/03/keys-to-success/ Fri, 16 Mar 2012 19:36:31 +0000 http://www.money-guy.com/?p=2502 2502 0:40:00 In running a wealth management practice, we have the privilege to work with individuals who have experienced a large amount of success in life. Based on our own success, as well as that of our clients, we have some personal insight into what it tak[...] In running a wealth management practice, we have the privilege to work with individuals who have experienced a large amount of success in life. Based on our own success, as well as that of our clients, we have some personal insight into what it takes to set and accomplish your goals. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Berkshire Letter to Shareholders http://www.moneyguy.com/2012/03/berkshire-letter-to-shareholders/ Fri, 02 Mar 2012 20:20:37 +0000 http://www.money-guy.com/?p=2489 2489 0:36:42 It's Warren Buffett Time! For a lot of us self-proclaimed nerds out there, the release of Warren Buffett’s annual letter to the shareholders of Berkshire Hathaway marks an exciting time. In today's show, we share some of the highlights that we too[...] It's Warren Buffett Time! For a lot of us self-proclaimed nerds out there, the release of Warren Buffett’s annual letter to the shareholders of Berkshire Hathaway marks an exciting time. In today's show, we share some of the highlights that we took away from this year’s message. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no Tax Season 2012 http://www.moneyguy.com/2012/02/tax-season-2012/ Fri, 17 Feb 2012 20:17:01 +0000 http://www.money-guy.com/?p=2472 2472 0:29:04 It's that time of year again! Tax season is upon us, and in today's show we focus on some tips to make your 2012 tax preparation as seamless as possible. It's that time of year again! Tax season is upon us, and in today's show we focus on some tips to make your 2012 tax preparation as seamless as possible. Featured, Podcasts Brian Preston, CPA, CFP®, PFS no no