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Tag: financial advisor

90 results found
episode

End of Year Tax Planning

Updated: April 1, 2025

Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With…

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episode

Preparing For the Unknown

Updated: April 1, 2025

As is so often the case, this show was inspired by actual life events taking place. Unfortunately, this week's episode…

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episode

Knowing When to Go Pro

Updated: April 1, 2025

Hiring a professional financial planner could possibly be the key that unlocks the door to your financial success. At the…

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episode

Alphabet Soup and Disney

Updated: April 1, 2025

In this day and age, it is hard to navigate the financial landscape. It becomes even more difficult when the…

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episode

Time For Your Check-Up…

Updated: April 1, 2025

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

Updated: April 1, 2025

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

Updated: April 1, 2025

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

Updated: April 1, 2025

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

Updated: April 1, 2025

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

Updated: April 1, 2025

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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