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Tag: financial planning

497 results found
episode

Breaking Through the Mystery of Investing

Brian and Bo hate to see so many individuals out there put off by the idea of investing. Today, they're…

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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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article

The Importance of Wills and Estate Planning

Do you ever worry about what will happen to your possessions if you pass away? What about your kids? It’s…

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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

Creating a Vision Plan for 2015

With this last show of the year, we wanted to do something a little different and get you set up…

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episode

The Financial Decisions to Get Right at Every Stage and Age

No matter what your life stage, there are financial decisions to think about -- and to get right. It’s never…

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episode

How to Prioritize Financial Goals

The guys got a great listener question a few months ago -- from a husband and wife team who listen…

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episode

Is the Sky Falling? How to Handle Market Volatility

Spoiler alert: no, the sky is not falling. Don’t let the financial media get you riled up when they start…

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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

Target Date Retirement Funds Pros and Cons

Target date funds have been around for two decades now and they continue to evolve and find their place in…

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