Podcast Feed

Investing Truths and How to Avoid the Noise

Investing Truths and How to Avoid the Noise

Downturns over the last 5 years have provided an incredible opportunity to learn core principles about investing. During crisis times, there is a lot…

The A B C’s of Mutual Funds

The A B C’s of Mutual Funds

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 wi…

Money-Guy Misses

Money-Guy Misses

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 momen…

Secrets for a Dream Retirement

Secrets for a Dream Retirement

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…

Life Insurance 101

Life Insurance 101

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 p…

The Web Vs. Your Financial Advisor

The Web Vs. Your Financial Advisor

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. So…

The Money-Guy Answers Your Email

The Money-Guy Answers Your Email

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 wh…

Money Truths and Financial Life Lessons from the Money Guys

Money Truths and Financial Life Lessons from the Money Guys

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 ri…

Is There a Perfect Income for Happiness?

Is There a Perfect Income for Happiness?

The Christmas season is quickly approaching, and, in our office, the Michael Buble holiday Pandora channel has been playing nonstop (we are using the…

End of Year Tax Planning

End of Year Tax Planning

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 ap…

Now That the Election is Over…

Now That the Election is Over…

Now that the Presidential election of 2012 is behind us, what will the future hold? Democrats and Republicans are currently deeply divided. With the …

Best 529 College Savings Plans

Best 529 College Savings Plans

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 th…

Best Brokers and Retirement Rules of Thumb

Best Brokers and Retirement Rules of Thumb

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 …

Bringin’ Simple Back…Again!

Bringin’ Simple Back…Again!

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-…

Setting Yourself Up For Success

Setting Yourself Up For Success

Truly successful people are those who consistently do well in many different areas of life. There are actually patterns that successful people follow…

Back to Basics:  The Power of Patience

Back to Basics: The Power of Patience

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 t…

A Gross Misconception

A Gross Misconception

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 wo…

2nd Quarter Wrap-Up

2nd Quarter Wrap-Up

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 eac…

Mortgage Rates, Refinancing, and Everything Real Estate

Mortgage Rates, Refinancing, and Everything Real Estate

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 …

Tipping Tips

Tipping Tips

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, t…