Podcast Feed

Timeless Tips and Tax Advice

Timeless Tips and Tax Advice

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 t…

Protecting Your Identity

Protecting Your Identity

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…

Facebook IPO Friend Request…Should You Accept?

Facebook IPO Friend Request…Should You Accept?

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…

Love and Marriage…and Finances

Love and Marriage…and Finances

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…

Above-Average Shopping and Investing

Above-Average Shopping and Investing

The average shopper may blindly pay retail price for their goods. The average investor may make rookie investment choices that cost them dearly. But …

How to Win Life’s Lottery

How to Win Life’s Lottery

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 …

Keys to Success

Keys to Success

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…

Berkshire Letter to Shareholders

Berkshire Letter to Shareholders

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 Berks…

Tax Season 2012

Tax Season 2012

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 possi…

Preparing For the Unknown

Preparing For the Unknown

As is so often the case, this show was inspired by actual life events taking place. Unfortunately, this week's episode is not light and jovial as man…

Asset Location

Asset Location

In past shows, we have often covered the topic of proper asset allocation when investing, but today's podcast focuses on the importance of asset loca…

2012:  A Brand New Year

2012: A Brand New Year

Happy New Year from the Money-Guy team! It is great to be back after our holiday break, and we are very excited to share our thoughts on the economic…

Block the Noise and Start Winning

Block the Noise and Start Winning

The Christmas spirit has taken over and we have been excited all week here at the Money-Guy Show. In 2011, it has been tempting to get caught up in n…

Portfolio Perseverance

Portfolio Perseverance

With market fluctuations and continuous financial volatility, many are tempted to give up on investing altogether. The anxiety and fear that come alo…

Black Friday 2011

Black Friday 2011

It's that time of year again...Black Friday is just around the corner, and the Money-Guy is here to make sure you have everything you need to get the…

Knowing When to Go Pro

Knowing When to Go Pro

Hiring a professional financial planner could possibly be the key that unlocks the door to your financial success. At the same time, choosing the rig…

The Money-Guy’s Take on 9-9-9

The Money-Guy’s Take on 9-9-9

Everyone’s gearing up for Election 2012 and recently, there has been a lot of talk and debate about Herman Cain’s 9-9-9 plan. In today’s show, we eva…

Netflix, Millionaires, and Operation Twist

Netflix, Millionaires, and Operation Twist

There have been a lot of things going on here lately at the Money-Guy Show, so today's podcast covers a variety of topics including Netflix, becoming…

Mutual Fund Mastery

Mutual Fund Mastery

Mutual fund investing is one of the easiest ways to get into the market. But whether you are a seasoned investor or just starting out, there are some…

How to Identify Opportunities (And Make Your Own Luck)

How to Identify Opportunities (And Make Your Own Luck)

Often times in life, we associate the successes of others with luck. If someone lands the perfect job, finds their soul mate, or wins the jackpot, we…