Podcast Feed
SB RWD 59 What Exchange Traded Fund Should I Buy? (with Pete the Planner)
Griffin the Intern (AKA the Fintern) is rewinding to our time with Pete the Planner helping out on the roundtable. Here is the original show descrip…
The Stacking Benjamins Show
04/28/2017
Ways to Tackle Education Planning as Life Happens
In this week's episode of The Money Guy Show, we talk about all the ways you can plan for your child's education and which tools will be most flexib…
Pete the Planner, Comedian-Turned-Money-Columnist, on Millionaires and Mock Retirements
#27: Pete the Planner talks about why millionaire-dom is important and why it's important to try a "mock retirement". For more information, visit t…
Afford Anything
05/30/2016
Use Tax Planning as a Window into Your Financial Future
With April behind us, you might feel a sense of relief since you won’t have to deal with anything tax-related for a while. But just because you’ve c…
414 MG A Blueprint to Prioritize Your Personal Finances
Follow this step-by-step blueprint so you know exactly how to prioritize your personal finances. Use these 5 financial priorities to help set goals, …
Money Girl
03/29/2016
The Secrets of the Financial Planning Industry
Have you ever felt confused about what REALLY goes on in the financial planning industry? Traditionally, financial planning as a profession has lack…
158: An Easy-to-Follow Blueprint for Building Your Real Estate Deal Pipeline with Jeff DeCarlo
Great real estate deals can be hard to find in a competitive market. So how do some investors manage to find multiple deals every month? That’s the f…
Bigger Pockets
01/21/2016
7 Steps for Successful Vision Planning in 2016
In this episode, your Money Guys cover a few tips on Black Friday shopping before revealing 7 steps you can take to have a successful 2016. If you’v…
Estate Planning 101
Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you are in financially. This topic affects everyone di…
End of Year Tax Planning
Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With the end of the year quickly ap…
Fairy-Tale Foreclosure, How a Planner Works, and Dark Knight Review
Today’s show is a grab-bag of goodies. If you keep up with pop-culture, you’ve probably come across the show Extreme Makeover Home Edition. If you’re…
078 MG Long Term Caring by Near Term Planning
Like what you hear? Help us out by writing a review at iTunes. Questions go to [email protected]. Thank you!
Money Girl
07/09/2008
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…
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…
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…
Planning Well and Avoiding the Sharks
A recap on where to get good advice and what to watch out for. Unfortunately, my industry still has too many short sighted individuals. What I mean b…
Debt: The Darth Vader of Financial Planning Tools, Money-Guy Podcast 7-13-2006
Credit is also a great lead in to the Power of Debt. Debt gets a bad rap by most financial professionals and there is a reason. Unfortunately most in…
The Importance of Wills and Estate Planning
The Importance of Wills and Estate Planning Wills Help You With: Funeral Arrangements Disposing of your property Names a guardian for your minor ch…