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 Sh...
Jan 13, 2017•40 min
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...
Dec 31, 2016•43 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 16, 2016•47 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 02, 2016•36 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 18, 2016•41 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 04, 2016•48 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Oct 21, 2016•52 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 07, 2016•32 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 23, 2016•45 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 09, 2016•36 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 26, 2016•36 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 12, 2016•37 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jul 29, 2016•44 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 15, 2016•31 min
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 01, 2016•1 hr
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. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jun 17, 2016•43 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jun 03, 2016•31 min
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...
May 20, 2016•39 min
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....
May 06, 2016•50 min
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. Learn more about your ad choices. Visit megaphone.fm/...
Apr 22, 2016•41 min
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! Learn more about your ad choices. Visit megaphone.fm/adchoices...
Apr 08, 2016•46 min
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. Learn more about your ad choices....
Mar 25, 2016•38 min
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 lear...
Mar 11, 2016•31 min
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 ...
Feb 26, 2016•38 min
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 com...
Feb 12, 2016•49 min
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...
Jan 29, 2016•34 min
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. Learn ...
Jan 15, 2016•41 min
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? Learn more about your ad choices. Visit megaphone.fm/adchoices...
Jan 01, 2016•56 min
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 -...
Dec 18, 2015•32 min
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 04, 2015•42 min