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How to Become a Millionaire

A million dollars seems like such a magic number, but what does it take to get you there?  It may be true that saving the first $100,000 is the hardest, but you have to start somewhere.  This week Brian and Bo give you the basic steps necessary to becoming a...

How Do You Hold Your Assets?

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment portfolios. The guys give you the rundown on tax-efficiency and cover the three “pots” of money in the investing world 1) Taxable 2)...

Is Lending Club a Good Idea?

The market downturn from 2007-2009 forced banks and other institutions to increase their lending standards for personal loans, as a result, peer-to-peer lending has found its footing. Because of this, Lending Club has been able to jump out front of the market for...

Is Identity Theft Protection Worth It?

Brian and Bo investigate identity theft protection, and credit monitoring industries, as well as provide you with alternative methods to identity security that is available. This week’s episode is a must-listen and a great resource to keep an eye on your credit score,...

Discussing Money With Your Aging Parents

The core of this week’s show is staying informed with your parent’s financial situation. Brian and Bo cover what you need to know and when it makes sense to discuss finances with your parents or children. It is very important to have everyone in the family on the same...