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Tag: financial advisor

90 results found
episode

Estate Planning 101

Updated: June 18, 2025

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

Yield! Watch for Dividends

Updated: April 1, 2025

Brian and Bo tackle the challenge of explaining how yield can affect the overall performance of a portfolio. They share…

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episode

When Investing Right Goes Oh So Wrong

Updated: April 1, 2025

With the recent news and market movements, Brian and Bo share with you their views about investing. They look into…

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episode

The 30ish Minute Financial Plan

Updated: April 1, 2025

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

The Risk of Not Taking Risks

Updated: April 1, 2025

Today, Brian and Bo tackle the risk that you take by sitting on the investment sidelines. They have been fielding…

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episode

Building Your Dollar Army

Updated: May 15, 2025

We are always happy to receive emails from our listeners, and, on this show, Brian shares two different emails, one…

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episode

The Web Vs. Your Financial Advisor

Updated: April 1, 2025

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

The Money-Guy Answers Your Email

Updated: April 1, 2025

As a lead-off show for 2013, we decided to answer some email questions from our listeners. We love receiving your…

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episode

Money Truths and Financial Life Lessons from the Money Guys

Updated: April 1, 2025

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: April 1, 2025

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

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