by Brian Preston | Dec 4, 2009 | Featured, Podcasts
Money-Guy 12-04-2009 As we wind down 2009, what sort of things should you be thinking about? Well, in my life, it seems like every December there are a million things going on both on the personal side and on the business side. In today’s show, I want to focus... by Brian Preston | Jul 24, 2009 | Featured, Podcasts
How would you feel about outperforming the stock market by 15% – 20%? Holy smokes! That sounds pretty great doesn’t it? That’s the kind of thing you get to brag about at office Christmas parties! What if, however, outperforming the markets by 15% – 20%... by Brian Preston | Jun 25, 2009 | Featured, Podcasts
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... by Brian Preston | Jun 25, 2008 | Podcasts
"If Thomas Jefferson thought taxation without representation was bad, he should see how it is with representation." – Anonymous Deferring taxes has always been a bedrock principle of retirement planning. The logic is simple: why would anyone pay the... by Brian Preston | Mar 31, 2008 | Podcasts
We’re currently in the final weeks of tax preparation season. As many of you know, I do just enough tax return preparation every year to make me wonder why I do taxes! Joking aside, I believe I’m a better adviser for my clients if I know how the tax code...