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Tag: estate planning

41 results found
episode

Estate Planning 101

Updated: August 23, 2013

Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you are…

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episode

The 30ish Minute Financial Plan

Updated: June 28, 2013

This week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you…

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episode

Secrets for a Dream Retirement

Updated: February 22, 2013

The basic key to a good retirement is to save money and earn a decent payback on your investments. However,…

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episode

The Web Vs. Your Financial Advisor

Updated: January 25, 2013

The look and feel of the personal financial planner is changing. No longer is an office surrounded by mahogany and…

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episode

Money Truths and Financial Life Lessons from the Money Guys

Updated: December 28, 2012

Now that Christmas is over, remember that it is not about the gift itself but about the thought that went…

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episode

Is There a Perfect Income for Happiness?

Updated: December 14, 2012

The Christmas season is quickly approaching, and, in our office, the Michael Buble holiday Pandora channel has been playing nonstop…

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episode

End of Year Tax Planning

Updated: November 30, 2012

Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With…

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episode

Bringin’ Simple Back…Again!

Updated: September 13, 2012

That’s right. We’re bringin’ simple back...again! Our 2009 show, Bringin' Simple Back, was one of our most popular shows to…

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episode

Preparing For the Unknown

Updated: February 3, 2012

As is so often the case, this show was inspired by actual life events taking place. Unfortunately, this week's episode…

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episode

Bringin’ Simple Back

Updated: January 23, 2009

That’s right. We’re bringin’ simple back. 2008 provided us with a wonderful opportunity to step back and ask, ‘what in…

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