by Money Guy | May 30, 2014 | Featured, Podcasts
Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available in your 401k. The motivation for this show is two articles that finance blogger Dana Anspach recently released about 401k’s and other...
by Money Guy | May 16, 2014 | Featured, Podcasts
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)...
by Money Guy | Apr 4, 2014 | Featured, Podcasts
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...
by Money Guy | Dec 6, 2013 | Featured, Podcasts
Brian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining moments in his life so far, and shares his thoughts on the factors that determine your place in life, both financially, and emotionally. The two key issues that he felt...
by Money Guy | Oct 18, 2013 | Featured, Podcasts
This week we analyze the Truths Financial Pro’s Won’t Tell article from the October issue of Consumer Reports and share our thoughts and perspectives with you about working with financial advisors. We also cover the humble story of NFL running back Alfred Morris and...
