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084 MG Get to Know Health Savings Accounts

084 MG Get to Know Health Savings Accounts

Like what you hear? Help us out by writing a review at iTunes. Questions go to [email protected]. Thank you!

Are Tax-Deferred Savings a Ticking Time Bomb?

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…

076 MG Saving For College with a 529

076 MG Saving For College with a 529

Like what you hear? Help us out by writing a review at iTunes. Questions go to [email protected]. Thank you!

075 MG Save on Mutual Fund Fees

075 MG Save on Mutual Fund Fees

Like what you hear? Help us out by writing a review at iTunes. Questions go to [email protected]. Thank you!

Rethinking Life’s Necessities, Wants, and Wishes

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…

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…

054 MG Achieve Your Financial Goals

054 MG Achieve Your Financial Goals

Help us out by writing a review at iTunes. Questions go to [email protected]. Also, check out Legal Lad's Quick and Dirty Tips for a More Lawful Life. …

Year End Taxes & Investments, Auto Insurance Savings, & Variable Annuities

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

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…

College Planning & Savings

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…

Simple Advice for Your Finances

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 …

Act Rich and Protect Yourself from a Down Market

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…

Free Professional Advice and Research (My Little Blackbook)

Free Professional Advice and Research (My Little Blackbook)

The financial markets have been very choppy this quarter. We started off 2007 with day after day of the stock markets hitting new highs. Then one cra…

Objective Term Life Insurance Advice…No, really.

Objective Term Life Insurance Advice…No, really.

Term Life Insurance is appropriate for people who want life insurance only for a limited term, such as until your children are grown or you reach ret…

What are you doing to become Wealthy? Rich and Happy?

What are you doing to become Wealthy? Rich and Happy?

The following statement is harsh but true: Most individuals are not going to become affluent because they take the easy way out in the majority of th…