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Tag: taxes

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episode

Top Tips to Prepare for Retirement

Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available…

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episode

How Do You Hold Your Assets?

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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Discussing Money With Your Aging Parents

The core of this week’s show is staying informed with your parent’s financial situation. Brian and Bo cover what you…

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Tax Essentials

The IRS started accepting tax returns January 31st so we thought it was best that we give you some tips…

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The Big Give

  This week we dig into charitable giving, it’s a perfect topic for this time of year. Brian and Bo…

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What Financial Pros Aren’t Telling You

This week we analyze the Truths Financial Pro’s Won’t Tell article from the October issue of Consumer Reports and share…

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Estate Planning 101

Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you are…

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The 30ish Minute Financial Plan

This week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you…

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episode

The Risk of Not Taking Risks

Today, Brian and Bo tackle the risk that you take by sitting on the investment sidelines. They have been fielding…

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episode

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…

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