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Best Brokers and Retirement Rules of Thumb

It is a great thing in life when you do good work for people, and good things turn around and happen to you.  We started this podcast because we have a passion to  share free advice for the “do-it-yourselfers” out there who need straight-forward, honest...

Asset Location

In past shows, we have often covered the topic of proper asset allocation when investing, but today’s podcast focuses on the importance of asset location.  This means focusing not only on diversification across asset classes in your portfolio, but also tax...

Never Run Out of Money…

Money-Guy 01-07-2011 Boy does it feel good to be back! The holidays always seem to throw off our schedule just a bit but, with the New Year, comes a re-vamp for the Money-Guy and getting back on schedule. Today’s show is a great one. There was a fantastic...

Happy New Year and A Happy Retirement

Money-Guy 01-12-2010 Well, I’ve missed you guys. We took a few weeks off for the holidays, and I can only hope that absence has made the heart grow fonder. I thought a great way to start out this new year of financial topics was to touch on an area that I think...

Why a Roth 401k May be Your Best Bet

If you have been listening to this show for any length of time at all, you have no doubt heard me sing praise of the Roth IRA. The Roth IRA is an amazing planning tool for those individuals who qualify. Not only do you get tax deferred savings for retirement, but all...