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Tag: retirement

245 results found
episode

Money Truths and Financial Life Lessons from the Money Guys

Now that Christmas is over, remember that it is not about the gift itself but about the thought that went…

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episode

End of Year Tax Planning

Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With…

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episode

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…

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episode

Asset Location

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

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episode

Never Run Out of Money…

Boy does it feel good to be back! The holidays always seem to throw off our schedule just a bit…

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episode

Happy New Year and A Happy Retirement

Well, I've missed you guys. We took a few weeks off for the holidays, and I can only hope that…

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episode

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…

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episode

Is Now the Time to be Taking Risks?

Even though the economy has shown some signs of life over the last month and a half, I feel it…

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episode

The Price of Security – Immediate Annuities

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

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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