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Building Your Dollar Army

We are always happy to receive emails from our listeners, and, on this show, Brian shares two different emails, one from someone beginning their financial journey and one from someone who is far enough along in his journey to see the fruits of his labor.    The lesson...

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 the end of the year quickly approaching, we thought we would share some planning strategies you may want to begin thinking about as we close down...

Timeless Tips and Tax Advice

Many investors are looking for a hot, flavor-of-the-week investment tactic to bring them success.  With a long-term outlook, though, it is important to develop a sensible investing strategy that will withstand the test of time.  In today’s show, we cover some...

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...

Roth Conversion: In-Depth Analysis

Money-Guy 01-28-2010 Well here it is; we finally did it. You have been writing, calling, and asking for us to explain and go through the nuts and bolts of the Roth conversion and why 2010 is such an important year. You can’t really turn on any financial media or...