by Money Guy | May 16, 2014 | Featured, Podcasts
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)...
by Money Guy | Apr 4, 2014 | Featured, Podcasts
The core of this week’s show is staying informed with your parent’s financial situation. Brian and Bo cover what you need to know and when it makes sense to discuss finances with your parents or children. It is very important to have everyone in the family on the same...
by Money Guy | Mar 21, 2014 | Featured, Podcasts
Brian and Bo share tips for saving money every month with a couple of phone calls. They stress being an advocate for your wallet by constantly looking for the best deals. This week we cover reducing your utility bills and explore resources online that allow you to...
by Money Guy | Feb 21, 2014 | Featured, Podcasts
In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant battle among investors and advisors about their stance on active and passive management. Brian and Bo share their opinions and give a behind the scenes look of...
by Money Guy | Jan 31, 2014 | Featured, Podcasts
The IRS started accepting tax returns January 31st so we thought it was best that we give you some tips when filing your return. We cover some topics that will hopefully make filing your 2013 taxes a little less stressful. We cover Kelly Phillips Erb’s article from...
