Podcast Feed
Back to Basics and Email Responses
Today's show is a bit of a reset. Every now and then, it is good to get back to Money 101. For me, "Money 101" takes me back to a high school Economi…
College Savings ‘Making the Grade’
Today's show is a follow-up to a show we did back in February 2009 titled "529 College Savings and 'The 2009 Stimulus'". Now that we have had a decen…
“American Exceptionalism”: Voices From the Past
It is absolutely amazing the things we can learn from history. Even more amazing is how, very ofter, history appears to repeat itself. No, not in the…
Creative Ways to Save a Few Bucks
Today's show is kind of unique. Due to all of your positive feedback, I decided to sit back and let Bo take the lead. I asked him to come up with a t…
My Life: A Case Study
You have probably noticed that we are slightly off of our 2-week routine of getting you guys a new show this week. The reason is, well, because somet…
Prevent Your Car Accident from Becoming a Wreck
An unfortunate truth is that all of us, most likely, at some point in our lives will have to deal with being in a car accident. Of course the safety …
Taxes, They Are A-Changin’
To say that 2010 and 2011 are going to be 'unique' tax years would be quite an understatement. With all of the changes, or potential changes, heading…
Start Early and Stay Ahead
We have received a number of emails lately asking what steps can young people take to start getting their financial houses in order from the very beg…
How Well Do You Know Indexed Annuities?
What if I told you there was an investment where you had a guaranteed rate of return when the stock market was doing poorly, but then you could make …
Why Volatility Can be Your Friend
While it comes as no surprise that it is a little harder to sleep at night when the stock market is bouncing all over the place, is there actually a …
In Case of Emergency… Listen to This!
So we head to Chicago for a conference and the market decides to misbehave! The Euro-Zone deteriorates, there is an oil spill that can't be stopped, …
“Those Who Spend Too Much Will Eventually Be Owned by Those Who Are Thrifty”
Today's show is about debt, plain and simple. It builds off of two shows we did last year titled "Legacy of A Generation...Not the Millionaire Next D…
Don’t Let Buying a Car Drive You Crazy
All of us at some point in our lives have bought, or are planning on buying, an automobile. For many, however, this is not a very pleasant experience…
Cheapskates, Tightwads, and Penny Pinchers
Today's show is a fun one! With it being the day after tax day, we thought we would do a very light-hearted and entertaining show. Don't worry, thoug…
Time For Your Check-Up…
With all of the media coverage concerning the new health care legislation, it would be easy to focus on the ins and outs of the new bill. However, we…
Selecting Tax Efficient Investments
Today's show was spurred by two things: 1) it's tax time and, therefore, thinking about taxes and tax planning is fresh on most people's minds, and 2…
Clear the Clutter
Today's show is on an issue that we all face, yet not many people know how to handle. It's happened to every one of us. You start a folder to house a…
Understanding Unemployment
Today's show isn't exactly one of those that gives you a warm and fuzzy feeling inside. The topic is, however, one of those that is a necessary evil …
Roth Conversion: In-Depth Analysis
Well here it is; we finally did it. You have been writing, calling, and asking for us to explain and go through the nuts and bolts of the Roth conver…
Happy New Year and A Happy Retirement
Well, I've missed you guys. We took a few weeks off for the holidays, and I can only hope that absence has made the heart grow fonder. I thought a gr…