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How to Build a Better Retirement in 2017

How to Build a Better Retirement in 2017

It’s the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward to opportunities that are going to best help you reach your long-term financial goals. What better tools do we have to prepare for our future than retirement savings...
Everything You Need to Know About IRAs

Everything You Need to Know About IRAs

How much do you really know about IRAs? We all know that saving for retirement is important, but with Traditional, Roth, SEP, SIMPLE, and more IRA options available, it’s easy to get confused. How can you be sure that you’re choosing the right one? If you’re not...
12 Mistakes to Avoid Making With Your IRA

12 Mistakes to Avoid Making With Your IRA

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...

How Do You Hold Your Assets?

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment portfolios. The guys give you the rundown on tax-efficiency and cover the three “pots” of money in the investing world 1) Taxable 2)...

The 30ish Minute Financial Plan

  This week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you on track throughout your financial marathon. They hit topics from estate planning to negotiating service rates. This is a great show to help establish future plans...