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Love and Marriage…and Finances

As many of you know, Bo is getting married in less than two months, so his upcoming wedding has been a hot and heavy topic around our office.  We feel that Bo is a little naive about marriage and financial expectations, so picking on him has provided a lot of...

Above-Average Shopping and Investing

The average shopper may blindly pay retail price for their goods.  The average investor may make rookie investment choices that cost them dearly.  But Money-Guy listeners are anything but average when it comes to financial matters.  In today’s show, we talk...

How to Win Life’s Lottery

It seems that lottery fever is sweeping the nation, so today we give our thoughts on how you can still be a winner of life’s lottery without hitting the jackpot. With the Mega Millions reaching $540 million (at the time of this post), it seems that striking it...

Keys to Success

In running a wealth management practice, we have the privilege to work with individuals who have experienced a large amount of success in life.  Based on our own success, as well as that of our clients, we have some personal insight into what it takes to set and...

Tax Season 2012

It’s that time of year again!  Tax season is upon us, and in today’s show we focus on some tips to make your 2012 tax preparation as seamless as possible. One of the most stressful elements of tax preparation is the possibility of being audited.  In a...