Podcast Feed
Navigating Stormy Economic Waters
Pick your economic worry — there’s more than enough to go around: mortgage crisis? faltering U.S. economy? government deficits? skyrocketing oil pric…
Are Tax-Deferred Savings a Ticking Time Bomb?
"If Thomas Jefferson thought taxation without representation was bad, he should see how it is with representation." – Anonymous Deferring taxes has a…
Father’s Day 2008: Teaching Children About Money
"Any man can be a father, but it takes a special person to be a Dad." – Anonymous Since we celebrated Father’s Day this past weekend, I thought it’d …
Rethinking Life’s Necessities, Wants, and Wishes
I think a lot about our culture and how the virtues of frugality and simplicity seem to have been forgotten by many of us. As never before, the popul…
William Shakespeare on Trust and Financial Planners
Professional financial planning is built on a foundation of trust. You entrust not just your money but also your hopes and dreams with an adviser and…
Dave Ramsey: Financial Planning Guru … or Charlatan?
Love him or not, Dave Ramsey is a financial planning phenomenon. Consider his popularity: Ramsey’s syndicated radio program, The Dave Ramsey Show, is…
12 Investment Mistakes Couples Make
Through my years as a financial planner, I’ve worked with a lot of couples and, unfortunately, seen many of the same money mistakes over and over aga…
The Price of Security – Immediate Annuities
Money-Guy 05-05-2008 With recent stock market ups and downs, immediate annuities are attracting attention from people looking to shelter themselves f…
Finding a ‘Fiduciary’ Planner in a Sea of Snakes
Being a financial planner myself, I loved an article that The New York Times featured over the weekend, "Pick a Planner Who Can Spell ‘Fiduciary’". F…
Dateline and Equity-Indexed Annuities
Chris Hansen from Dateline NBC devoted an entire hour on April 13, 2008 to the topic of equity-indexed annuities and the unscrupulous tactics sometim…
An Inconvenient Truth (About Cash)
If I told you about a popular investment product that was yielding 40% less than it did last year, you’d probably think it was one of the great finan…
Recession and the First Quarter 2008 – Avoiding Advisers Who Push Risky Products
I’m short on notes today, but heavy on great information in the audio of the show. I first provide my detailed perspective on the performance of the …
Prioritize Retirement Savings and Where to Invest Cash
We’re currently in the final weeks of tax preparation season. As many of you know, I do just enough tax return preparation every year to make me wond…
Auto Accidents – Dealing with Insurance Companies
After you’ve been in an auto accident, you count your ten fingers and ten toes. Then, the stress sets in that you will have to deal with an insurance…
Fear, Financial Markets, and Your Money
I’m a day late with this post because I spent most of yesterday fielding concerned phone calls and writing a market update letter for my clients. It’…
Buffett Time – 2007 Annual Shareholders Letter
If you’ve reviewed the Money Guy site recently, you’ve probably noticed that we added a fun "widget" which rotates through some of Warren Buffett’s w…
$200 a Month with a Few Phone Calls
Money-Guy 03-03-2008 In this week’s show, I help you find $200 a month by just calling your "Ungrateful Providers". Now this does not mean that your …
Creating a Retirement Withdrawal Plan
I talk about the need to save for retirement all the time on the Money Guy Show. However, I have not done a show discussing what you can expect from …
Time and Money: It can be your best friend
I was asked to write a guest post for fivecentnickel.com that will be posted while nickel is on vacation. I decided to base my post on the timeless a…
Should You Prepay Your Mortgage and Mutual Fund Opportunities
Have you ever wondered if you should prepay your mortgage? In today's show I give you the information to make an informed decision based upon your pe…