Podcast Feed

Dave Ramsey: Financial Planning Guru … or Charlatan?

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

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

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

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

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)

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

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

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

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

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

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

$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

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

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

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…

Nuts and Bolts of Obtaining a Mortgage and How to Cut Closing Costs

Nuts and Bolts of Obtaining a Mortgage and How to Cut Closing Costs

January is officially history and there was a tremendous amount of volatility. On today's show I share how you can turn the lemons of January into sw…

Stimulus Package, Tax Preparation Discussion, and IRA Rollovers

Stimulus Package, Tax Preparation Discussion, and IRA Rollovers

We are covering: Details of the Government’s bipartisan economic stimulus program “How to drive your tax preparer crazy” discussion with CPA, Brandon…

Dealing with an Uncertain Market, US Credit under Fire, and What does $900 Gold Mean?

Dealing with an Uncertain Market, US Credit under Fire, and What does $900 Gold Mean?

If you need proof that this broad sell-off is nothing new then read an article that I wrote back in October 2002. (click here for a copy) In the arti…

2008 Financial Resolutions and How Not to Have a 1987 Portfolio

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

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…