Skip to site content

Tag: financial planning

510 results found
episode

Addicted to Saving

America is a country that is addicted to addiction. From Oprah to Dr. Phil, everywhere we turn there is fascination…

View Post

episode

Setting Yourself Up For Success

Truly successful people are those who consistently do well in many different areas of life. There are actually patterns that…

View Post

episode

Back to Basics: The Power of Patience

We have all heard that patience is a virtue. But did you know that you can actually get paid for…

View Post

episode

A Gross Misconception

Bill Gross is someone we respect greatly and we have been following his career for years. He co-founded Pacific Investment…

View Post

episode

2nd Quarter Wrap-Up

The year is halfway over and it's time for us to share our reflections of the year so far and…

View Post

episode

Facebook IPO Friend Request…Should You Accept?

The trending topic in the investment world is the fact that Facebook is going public. With the IPO date quickly…

View Post

episode

Love and Marriage…and Finances

As many of you know, Bo is getting married in less than two months, so his upcoming wedding has been…

View Post

episode

How to Win Life’s Lottery

It seems that lottery fever is sweeping the nation, so today we give our thoughts on how you can still…

View Post

episode

Asset Location

In past shows, we have often covered the topic of proper asset allocation when investing, but today's podcast focuses on…

View Post

episode

Portfolio Perseverance

With market fluctuations and continuous financial volatility, many are tempted to give up on investing altogether. The anxiety and fear…

View Post