by Money Guy | Jul 24, 2015 | Blogs, Featured
When you’re young, it may seem like you have your entire life ahead of you to accomplish any financial goals you may have. After all, your student loans are on a 10 year repayment term, retirement is 30 to 40 years away (that’s longer than you’ve been alive!), and you...
by Money Guy | 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 Money Guy | Mar 20, 2015 | Blogs, Featured
Running your own business as an entrepreneur provides you with worlds of opportunity to create a meaningful life and grow real wealth. But self-employment comes with a lot of responsibility, too. You’re the boss, you have to keep track of your expenses and income, you...
by Money Guy | Feb 27, 2015 | Podcasts
This week, your Money Guys tackle a question often asked by their clients in regards to retirement planning: “Should I take a lump sum payment, or a monthly pension payment?” While the question seems simple on the surface, the decision involves more factors than you...
by Money Guy | Feb 6, 2015 | Blogs, Featured
Have you talked with your spouse about your investment strategy, or what the purpose is for your investments? Investing can be tricky enough alone, but it’s extremely important to include your other half in investment decisions so that you’re on the same page about...
