Podcast Feed
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…
Homeowners Insurance 101
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 si…
Benchmarking Financial Success
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 …
The Big Give
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 …
Finding Your Place in Life
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…
Financial Lessons Learned in Vegas
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 kn…
Code Red
This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key when investing, especia…