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Tag: financial advisor

86 results found
episode

Time For Your Check-Up…

With all of the media coverage concerning the new health care legislation, it would be easy to focus on the…

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episode

Bear Bargains, Broker Battles, and Searching for Yields

This week’s show comes from two of my most favorite newsletters, Consumer Reports’ Money Adviser and Kiplinger’s Retirement Report. These…

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episode

Fairy-Tale Foreclosure, How a Planner Works, and Dark Knight Review

Today’s show is a grab-bag of goodies. If you keep up with pop-culture, you’ve probably come across the show Extreme…

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episode

William Shakespeare on Trust and Financial Planners

Professional financial planning is built on a foundation of trust. You entrust not just your money but also your hopes…

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episode

Finding a ‘Fiduciary’ Planner in a Sea of Snakes

Being a financial planner myself, I loved an article that The New York Times featured over the weekend, "Pick a…

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episode

Stimulus Package, Tax Preparation Discussion, and IRA Rollovers

On this episode of the Money Guy Show we cover the following items: Details of the Government’s bipartisan economic stimulus…

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