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Tag: financial planning

513 results found
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

Dave Ramsey: Financial Planning Guru … or Charlatan?

Updated: April 1, 2025

Love him or not, Dave Ramsey is a financial planning phenomenon. Consider his popularity: Ramsey’s syndicated radio program, The Dave…

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episode

12 Investment Mistakes Couples Make

Updated: April 1, 2025

Through my years as a financial planner, I’ve worked with a lot of couples and, unfortunately, seen many of the…

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episode

The Price of Security – Immediate Annuities

Updated: April 1, 2025

Money-Guy 05-05-2008 With recent stock market ups and downs, immediate annuities are attracting attention from people looking to shelter themselves…

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episode

Prioritize Retirement Savings and Where to Invest Cash

Updated: June 18, 2025

We’re currently in the final weeks of tax preparation season. As many of you know, I do just enough tax…

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episode

Fear, Financial Markets, and Your Money

Updated: April 1, 2025

I’m a day late with this post because I spent most of yesterday fielding concerned phone calls and writing a…

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episode

Buffett Time – 2007 Annual Shareholders Letter

Updated: June 18, 2025

If you’ve reviewed the Money Guy site recently, you’ve probably noticed that we added a fun "widget" which rotates through…

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episode

Creating a Retirement Withdrawal Plan

Updated: June 19, 2025

I talk about the need to save for retirement all the time on the Money Guy Show. However, I have…

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episode

Should You Prepay Your Mortgage and Mutual Fund Opportunities

Updated: April 1, 2025

Have you ever wondered if you should prepay your mortgage? In today’s show I give you the information to make…

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episode

2008 Financial Resolutions and How Not to Have a 1987 Portfolio

Updated: April 1, 2025

I can not believe that it is already 2008. A new year can represent a fresh start for many. I…

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