Podcast Feed
Year-End Clean Up
As we wind down 2009, what sort of things should you be thinking about? Well, in my life, it seems like every December there are a million things goi…
TGI BLACK FRIDAY!!
Some people love Christmas or Thanksgiving or maybe New Year's or Valentine's day, but, while I do enjoy these holidays very much, there is one day e…
Health Insurance Making You Sick?
If you pay attention to any piece of news, you no doubt have heard SOMETHING about health insurance over the last few months. Coincidentally, in the …
The Tortoise, or the Hare?
Today's show is on a topic that I feel is very easy to understand, but, for some reason, very often overlooked. While overlooking this seemingly smal…
Inflation Concerns…?
If you watch any piece of news, read any bit of financial commentary (which you probably do since you listen to this show), or have any sense of how …
Credit Card Review
There was a great article in my November edition of Consumer Reports. The title of the article was Take Control of Your Credit Cards: How to Fight Ba…
Life Changing Events and The Fair Tax
So it has been about two weeks since our last show and, if you have listened to the most recent shows, you know that the reason for this temporary ab…
I.O.U.S.A. One Nation. Under Stress. In Debt.
Every so often we stumble across something so moving and so compelling that we feel we MUST share it with those around us. Well that is exactly what …
An Heir-Tight IRA
Today's show is one of those nitty-gritty topics that may not always be the most fun or most exciting, but it is definitely one of the most important…
Bing Double Cash Back
Bo and I will be traveling to South Carolina for a conference this week, but I didn't want you to be without sound financial information for two whol…
When The Going Gets Tough…
So here we find ourselves. I won't go so far as to say that things feel good, but at least it doesn't appear as though the sky is falling any longer.…
Free Fixes and ‘Cash For Clunkers’
Today is a prime example of how quickly things change in our current economic environment! We recorded this show on Thursday afternoon, 07/30, and pl…
“Dead Ideas” Living On
How would you feel about outperforming the stock market by 15% - 20%? Holy smokes! That sounds pretty great doesn’t it? That’s the kind of thing you …
The Elite Savvy Consumer
I want you to consider this week's show 'Basic Training'... boot camp, if you will. The reason for this is because smart consumers, nay elite consume…
Bail Outs = Bad News
There is only so long an individual can let something bother them before they have to bring attention to it. I tell you over and over that I really d…
Why a Roth 401k May be Your Best Bet
If you have been listening to this show for any length of time at all, you have no doubt heard me sing praise of the Roth IRA. The Roth IRA is an ama…
Legacy of A Generation… Not the Millionaire Next Door
Sometimes individuals have those moments where they wake up in the middle of the night, and it hits them! It's that thought, or idea, or realization …
Bear Bargains, Broker Battles, and Searching for Yields
This week’s show comes from two of my most favorite newsletters, Consumer Reports’ Money Adviser and Kiplinger’s Retirement Report. These publication…
Social Security, Charity Fraud, and Credit Card Deadbeats
It’s been a good week around here. We’ve been pretty busy with client and prospect meetings, but things are starting to calm down and get back to nor…
DCA: Maybe the Most Important Investment Decision You Will Ever Make
So once again this week's show topic was inspired by real life events. You would have to be living under a rock to not notice the gains we have been …