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Tag: financial advisor

86 results found
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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episode

What to Look for When You Need a Financial Professional

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

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

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episode

Dollar Cost Averaging…The Discussion Continues

This week Brian and Bo dig into the dollar cost averaging discussion, and illustrate the pros and cons that DCA…

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episode

Broken Dreams: What’s Going on in Housing?

Have you been waiting to buy or sell a house? Are you tired of renting and have been waiting to…

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episode

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…

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episode

Has Warren Buffett Lost His Golden Touch?

In this week’s show Brian and Bo analyze Warren Buffett’s annual Letter to Shareholders. It does not matter the market…

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