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I.O.U.S.A. One Nation. Under Stress. In Debt.

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
IRA

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

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…

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’

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

“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

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

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

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

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

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

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

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 …

Is Now the Time to be Taking Risks?

Is Now the Time to be Taking Risks?

Even though the economy has shown some signs of life over the last month and a half, I feel it is safe to say we are still in or around the low-point…

How to Build Your Credit

How to Build Your Credit

As many of you are aware, I have been harping on how low mortgage rates have been over the past few months and how much of an opportunity we all have…

Mutual Fund Screeners

Mutual Fund Screeners

So here you are. You have been listening to the show for a while. You understand efficient markets. You understand asset allocation. You even underst…

Stewart vs. Cramer and Real Estate Update

Stewart vs. Cramer and Real Estate Update

You couldn't turn to a major network or listen to a major broadcast in the past week without hearing about the ongoing feud between the Daily Show's …

Buyer Protection, Listener Emails, and Economic Research

Buyer Protection, Listener Emails, and Economic Research

In trying times, it isn't enough to just be an intelligent investor. To truly get your financial house in order, you must also be a good consumer. It…

529 College Savings and ‘The 2009 Stimulus’

529 College Savings and ‘The 2009 Stimulus’

Today’s show is brimming with information. In the first half of the show, I share a research study done by Consumer Reports in their Consumer Reports…

Money Guy Q and A… Year of the ‘Re’ Take 2

Money Guy Q and A… Year of the ‘Re’ Take 2

Today’s show is a hodge-podge of information. You guys have been instrumental in providing me with great feedback as well as some very good questions…