Podcast Feed
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?
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
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 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
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
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!
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
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
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
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
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
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 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…
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
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?
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
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
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
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
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…