by Brian Preston | Jan 24, 2020 | Featured, Podcasts
On December 20th, a big piece of legislation was passed called the SECURE Act. It will affect retirement, IRAs, taxes, and more! Don’t worry, in this episode, we break down everything you need to know about the SECURE Act and how your strategies may need to...
by Brian Preston | Jul 13, 2018 | Featured, Podcasts
What’s the difference between a traditional (pre-tax) IRA and a Roth IRA? We have your answers in this week’s short episode of The Money Guy Show! Before you click away thinking this is information you already know, stick around because we share advanced...
by Brian Preston | Jan 26, 2018 | Featured, Podcasts
?With the average person now holding 11.7 jobs over the course of his or her career, according to the Bureau of Labor Statistics, there is a good chance that retirement plan assets get left behind. If you have ever wondered how best to take your 401(k) assets with you...
by Brian Preston | May 8, 2015 | Podcasts
Individual Retirement Accounts (IRAs) are critical in securing financial independence in retirement. Because of this, Brian and Bo took the opportunity to discuss what mistakes they see clients make — and how you can avoid them. This episode was inspired by an...
by Brian Preston | Jan 28, 2008 | Podcasts
On this episode of the Money Guy Show we cover the following items: Details of the Government’s bipartisan economic stimulus program “How to drive your tax preparer crazy” discussion with CPA, Brandon Verner Listener’s Question Answered: What to do with...
