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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...

Year-End Clean Up

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...

“Dead Ideas” Living On

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%...

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 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...