-
▼
-
▼
Notes are short today because I have a crazy day, but more importantly how about my Bulldogs! I do not mention it on today’s show (recorded the show on Thursday before the win), but I was in Athens for most of the weekend and it was just incredible. Ok on to what you came here for…. Personal Finance Info.
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
** Avoiding Year End Mutual Fund purchases until after you determine whether year end distributions have been made by the fund (could be as high as 10% in some popular funds this year).
** Charitable donation reminder
2nd Segment
Six Ways to Save on Auto Insurance by Stephanie AuWerter from SmartMoney Magazine
3rd Segment
What’s Wrong with Variable Annuities article publised on the SmartMoney.com website
Thanks for listening, and I will try to allocate more time to show notes in next week.
Enjoy the Show?
Where You Can Watch and Listen:
Subscribe on these platforms or wherever you listen to podcasts! Turn on notifications to keep up with our new content, including:
- Episodes of The Money Guy Show every Friday
- Episodes of Making a Millionaire every other Monday
- Mini-shows every Wednesday
- Ask Money Guy Livestreams every Tuesday
- Tons of other fun content!
Free Resources
Free Resources
Financial Order of Operations®: Maximize Your Army of Dollar Bills!
Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...
Free Resources
Wealth Multiplier By Age
If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.
Free Resources
Car Buying Checklist
Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...
Articles
Articles
The Best Tools for Filing Your Taxes in 2026
Have you filed your taxes yet? You still have ample time left until the April 15th deadline, but it’s probably best not to procrastinate too...
Articles
How To Get Affordable Health Insurance in 2026
Health insurance premiums may make up a significant portion of your budget. How can you find more affordable health insurance? Is it ever worth going...
Articles
The IRS Just Announced 2026 Tax Changes!
Each year, the IRS adjusts retirement account contribution limits, standard deductions, marginal tax rate brackets, and more for inflation. I’m happy to announce that it...
Financial FAQs
Courses & Tools
How about more sense and more money?
Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.
Free Resources
Financial Order of Operations®: Maximize Your Army of Dollar Bills!
Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...
Free Resources
Wealth Multiplier By Age
If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.
Free Resources
Car Buying Checklist
Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...
Recent Episodes
It's like finding some change in the couch cushions.
Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.
Episodes
Financial Advisors React to YouTuber Financial Advice
Can an LLC really save you $10,000 a year, and can you really trust the money advice you hear from creators online? In this episode,...
Episodes
5 Ways To Retire Early (That You Might Not Know About)
Want to retire early but your money is locked in retirement accounts? Brian and Bo explain 5 strategies to access your wealth before age 59½...
Episodes
What to Do for a Happy Retirement feat. Wes Moss
Retirement happiness isn't just about money. We build our dream retirements with Wes Moss and share what the data says really matters most about a...