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Start Early and Stay Ahead

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?

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

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!

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”

“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
Car

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

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…

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

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

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

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

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

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…

Year-End Clean Up

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!!

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?

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?

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…?

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

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

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…