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Tag: financial advisor

episode

3 Behavioral Finance Traits You Should Avoid

Without a doubt, humans are emotional creatures. You could even argue that we’re drawn to negative behaviors. A large part…

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episode

Use Tax Planning as a Window into Your Financial Future

With April behind us, you might feel a sense of relief since you won’t have to deal with anything tax-related…

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episode

The Secrets of the Financial Planning Industry

Have you ever felt confused about what REALLY goes on in the financial planning industry? Traditionally, financial planning as a…

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episode

All the Financial Advice You Need on an Index Card

Happy 2016! The Money-Guys are thrilled to celebrate 10 years of producing The Money Guy Show. It’s been an incredible…

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episode

Are Robo-Advisors the Enemy? With Jon Stein from Betterment

Tune in today for an exclusive interview with an industry insider: CEO of robo-advisor platform Betterment, Jon Stein. Brian and…

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episode

How to Avoid Cognitive Investing Biases on the Road to Financial Independence

Letting your emotions influence your financial decisions, especially when it comes to your investments, is a bad idea. How can…

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episode

Why (and How) You Need to Plan for the Cost of College

Your Money Guys are back on this Podcast Friday to share thoughts around the importance of planning ahead for the…

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episode

What to Do When Life Happens

Here's a simple fact: life happens. Even though we try to plan for everything, we can’t possibly know what life…

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article

5 Investment Mistakes Couples Make

Have you talked with your spouse about your investment strategy, or what the purpose is for your investments? Investing can…

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article

Fiduciaries: What They Are and Why They Matter

That’s why it’s important your financial advisor acts as your fiduciary. A professional who takes a fiduciary oath swears to…

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