Podcast Feed
2008 Financial Resolutions and How Not to Have a 1987 Portfolio
A new year can represent a fresh start for many. I know that many out there have made financial resolutions and I want to be a resource to help you r…
Money and Your Brain, AMT Update
The emotions that your brain creates can lead to disaster if you do not know how to recognize where your decisions and actions are coming from (analy…
GA Education Update, Financial Leftovers, and Sex, Drugs & Hedge Funds?!
If you are a Georgia listener then Christmas has come early this year. As of December 11th the GA 529 plan has been drastically improved (probably be…
Mortgage Plan Review, E-Commerce Booming, and Candidates Take on Social Security
Current events are impacting the world of personal finance and the financial markets. Many of you have asked me to provide more input on current fina…
The Economy, “Free” credit reports, and Improving Your 401k
The White House lowers ’08 economic forecast (click here for more information) October foreclosure filings up 94% over last year (click here for more…
Capital Gains, Mortgages, and Retire Early but Beware
Capital Gains Looming Once Again by David Hoffman with Investment News… Investment News is an industry magazine that I get, but I think the informat…
Year End Taxes & Investments, Auto Insurance Savings, & Variable Annuities
On today’s show we discuss: 1st Segment includes information on what you need to look at with your portfolio at year end. ** Harvesting Tax Losses **…
Great Personal Finance Advice, Are Credit Cards Evil, and the Wealth Spectrum
Defending credit card companies is hard to do because they do have quite a few practices that are down right sleazy (shrinking grace periods, escalat…
Roth 401k, Financial Records to Keep, and Social Security
"Should You Be Investing In the Roth 401(k)?" – I have received several emails from listeners asking questions about Roth 401k options at their workp…
Pizza and Other Financial Leftovers
The Securities and Exchange Commission (SEC) called last week and let me know that they were stopping by our offices. As you can imagine, this is not…
College Planning & Savings
Points of Consideration for Education Planning Many of you have written to ask that I provide some guidance on education planning and I have stayed a…
Asset Allocation Basics
Terms needed to understand asset allocation: Domestic Stocks = US Companies Market Capitalization of US Stocks (According to Morningstar): Large Cap …
Mastering the World of Investing
Basic Definitions Diversification: The idea of spreading out your money across many different types of investments. Choosing to diversify your inves…
Retirement In Crisis – Update
The focus of the program is on the changing retirement landscape. 1974 Retirement Funding: 11% Employee 89% Employer 2006 Retirement Funding: 51% Emp…
Simple Advice for Your Finances
The most important concept that determines how financially successful an individual/family is going to be is: * Deferred gratification * The hardest …
Financial Devastation Through Debt
I personally make use of both credit cards and the large sum of equity that I have in my personal residence. I responsibly pay my credit cards off ea…
Act Rich and Protect Yourself from a Down Market
the benefits of using Long/Short Funds. A long/short fund takes advantage of a technique that many hedge funds use that allows them to make money i…
Attn. Small Business Owners… A Legal Way to hide money from the Tax Man
I have spent the last two weeks preparing for the IRS. Unfortunately, I still do a small number of business tax returns (old habits are hard to get a…
Are You On the Road to Wealth and Independence?
I’m a straight talker, so please don’t hate me for a harsh, but true statement: when people are falling short of their financial goals, it’s almost a…
The 30 Minute Financial Plan
A quick review of your financial health is today’s topic. I am taking a brief break from talking about investments. Instead I am going to load yo…