by Money Guy | Nov 30, 2012 | Featured, Podcasts
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 approaching, we thought we would share some planning strategies you may want to begin thinking about as we close down...
by Money Guy | Oct 28, 2011 | Featured, Podcasts
Hiring a professional financial planner could possibly be the key that unlocks the door to your financial success. At the same time, choosing the right advisor to work with is an important decision that can often seem overwhelming. In today’s show, we discuss...
by Money Guy | Aug 28, 2009 | Featured, Podcasts
Money-Guy 08-28-2009 Today’s show is one of those nitty-gritty topics that may not always be the most fun or most exciting, but it is definitely one of the most important. Today I want to share the significance of making sure that your beneficiary designations...
by Money Guy | Jun 25, 2009 | Featured, Podcasts
If you have been listening to this show for any length of time at all, you have no doubt heard me sing praise of the Roth IRA. The Roth IRA is an amazing planning tool for those individuals who qualify. Not only do you get tax deferred savings for retirement, but all...
by Money Guy | Jun 25, 2008 | Podcasts
"If Thomas Jefferson thought taxation without representation was bad, he should see how it is with representation." – Anonymous Deferring taxes has always been a bedrock principle of retirement planning. The logic is simple: why would anyone pay the...
