Podcast Feed
Is the Sky Falling? How to Handle Market Volatility
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. Whe…
Financial Lessons Learned at FinCon
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 tig…
Celebrity Money Mistakes and How to Prevent Them
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 your…
Target Date Retirement Funds Pros and Cons
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 t…
How Much Insurance Do I Need?
Brian and Bo discuss insurance necessities as well as the appropriate level of insurance to carry across varying career and life stages. The guys als…
Savings Samurai – Nickel Ninja
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 sho…
Dollar Cost Averaging…The Discussion Continues
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 s…
Broken Dreams: Take 2
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…
Broken Dreams: What’s Going on in Housing?
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…
Is The Risk Worth The Reward?
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…
How to Become a Millionaire
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 hardes…
Top Tips to Prepare for Retirement
Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available in your 401k. The moti…
How Do You Hold Your Assets?
Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment portfolios. The guys giv…
Is Lending Club a Good Idea?
The market downturn from 2007-2009 forced banks and other lending institutions to increase their lending standards for personal loans, as a result, p…
Is Identity Theft Protection Worth It?
Brian and Bo investigate identity theft protection, and credit monitoring industries, as well as provide you with alternative methods to identity sec…
Discussing Money With Your Aging Parents
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 s…
Be An Advocate For Your Wallet
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 lookin…
Has Warren Buffett Lost His Golden Touch?
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 …
Active vs. Passive Investing: Which Works?
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 the…
Tax Essentials
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…