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Tag: financial advisor

90 results found
episode

The Secrets of the Financial Planning Industry

Updated: April 1, 2025

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

Updated: April 1, 2025

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

Updated: April 1, 2025

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

Updated: April 1, 2025

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

Updated: April 1, 2025

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

Updated: April 1, 2025

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

Updated: November 7, 2023

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

Updated: November 7, 2023

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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episode

What to Look for When You Need a Financial Professional

Updated: April 1, 2025

Your Money Guys kick off the first podcast of 2015 with valuable advice on what to look for in a…

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episode

Financial Lessons Learned at FinCon

Updated: April 1, 2025

Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss…

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