Sinopsis
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
Episodios
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End of Year Tax Planning
30/11/2012 Duración: 29minHopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With the end of the year quickly approaching, we thought we would share some planning strategies you may want to begin thinking about as we close down 2012. From investment planning to tax planning, the end of the year is always a great time to put the ‘finishing touches’ on making sure your financial house is in order. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Now That the Election is Over…
09/11/2012 Duración: 42minNow that the Presidential election of 2012 is behind us, what will the future hold? Democrats and Republicans are currently deeply divided. With the victory for the President, our hopes are that he will use his re-election to help the country heal and find compromise. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Best 529 College Savings Plans
26/10/2012 Duración: 36minFor many parents out there, one of the biggest concerns is providing their children with a college education. We have done shows in the past about the benefits of 529 savings plans and, in today's show, we revisit this topic and update you guys on the best plans of 2012. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Best Brokers and Retirement Rules of Thumb
12/10/2012 Duración: 24minIt is a great thing in life when you do good work for people, and good things turn around and happen to you. We started this podcast because we have a passion to share free advice for the "do-it-yourselfers" out there who need straight-forward, honest advice. In turn, we have not only transformed many of those listeners into clients, but we have also been fortunate enough to connect with others in the podcast and blogging community. In today's show, we share some of the thoughts and research from members of the blogging world who we truly value having a supportive relationship with. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Addicted to Saving
28/09/2012 Duración: 33minAmerica is a country that is addicted to addiction. From Oprah to Dr. Phil, everywhere we turn there is fascination with the negativity surrounding alcoholism, overeating, overspending, etc. What you don’t hear a lot about are addictions that can have a positive impact on your life. In today’s show, we focus on a positive addiction to get you excited about being addicted to saving! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Bringin’ Simple Back…Again!
13/09/2012 Duración: 45minThat’s right. We’re bringin’ simple back...again! Our 2009 show, Bringin' Simple Back, was one of our most popular shows to date, so today we are re-releasing this show to remind our listeners to keep it simple. Lately we have been reminded that, regardless of complicated economic situations, simple is often better. Though it has been over three years since we recorded this podcast, it is incredible to see that with all of the changes in the economy since 2009, the information in this show is still very relevant. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Setting Yourself Up For Success
31/08/2012 Duración: 45minTruly successful people are those who consistently do well in many different areas of life. There are actually patterns that successful people follow in order to reach their goals. In today's show, we share some traits and skills of highly effective people as well as some Money-Guy tips to apply all of this to your financial lives. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Back to Basics: The Power of Patience
20/08/2012 Duración: 41minWe have all heard that patience is a virtue. But did you know that you can actually get paid for being patient? In today's show, we share some data that reveals just what a plan and a little patience can do for your portfolio returns. Learn more about your ad choices. Visit megaphone.fm/adchoices
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A Gross Misconception
03/08/2012 Duración: 38minBill Gross is someone we respect greatly and we have been following his career for years. He co-founded Pacific Investment Management and runs the world's largest bond mutual fund, PIMCO Total Return. He recently released an Investment Outlook piece, titled Cult Figures, and we wanted to share our opinion on his thoughts in today's show. Learn more about your ad choices. Visit megaphone.fm/adchoices
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2nd Quarter Wrap-Up
20/07/2012 Duración: 41minThe year is halfway over and it's time for us to share our reflections of the year so far and what we are looking at going forward. At the end of each quarter, we send quarterly reports to our clients accompanied by our commentary on the financial world. Check out today's show for some highlights from this quarter's commentary that we wanted to share with our Money-Guy family. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mortgage Rates, Refinancing, and Everything Real Estate
06/07/2012 Duración: 39minWith mortgage rates at record lows, a trending topic is refinancing and strategies for paying (or not paying) off your mortgage. In today’s show, we highlight some of the pros and cons of the various options for homeowners. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Tipping Tips
22/06/2012 Duración: 51minTipping someone for the service they are providing is meant to be a token of appreciation for a job well done. However, every time you turn around, there are tip jars making it very confusing as to when you should tip and how much. Listen to today's show for our insights and experiences as someone handing out the tips as well as the perspective of one who has worked to increase their tips in the service industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Timeless Tips and Tax Advice
07/06/2012 Duración: 53minMany investors are looking for a hot, flavor-of-the-week investment tactic to bring them success. With a long-term outlook, though, it is important to develop a sensible investing strategy that will withstand the test of time. In today's show, we cover some timeless retirement planning and business tips to help you reach your goals. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Protecting Your Identity
24/05/2012 Duración: 33minThe number of identity theft cases continues to The June 2012 Consumer Reports Magazine focused on tips and products to help you protect your privacy. They reported that 16 million households have been victims of identity theft over the past year (up almost 50%). Census bureau data for the same year shows that there were […] Learn more about your ad choices. Visit megaphone.fm/adchoices
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Facebook IPO Friend Request…Should You Accept?
11/05/2012 Duración: 37minThe trending topic in the investment world is the fact that Facebook is going public. With the IPO date quickly approaching, we focus today's show on the ins and outs of initial public offerings and what happens when companies don't live up to the hype. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Love and Marriage…and Finances
27/04/2012 Duración: 50minAs 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 entertainment for the rest of us lately. In today's show, we thought we would let you guys in on the fun and talk about the biggest financial mistakes couples make as well as some of the financial benefits that come along with marriage. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Above-Average Shopping and Investing
13/04/2012 Duración: 30minThe 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 about the rewards involved with being an above-average shopper and investor. Learn more about your ad choices. Visit megaphone.fm/adchoices
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How to Win Life’s Lottery
30/03/2012 Duración: 43minIt 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Keys to Success
16/03/2012 Duración: 41minIn 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 accomplish your goals. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Berkshire Letter to Shareholders
02/03/2012 Duración: 38minIt's Warren Buffett Time! For a lot of us self-proclaimed nerds out there, the release of Warren Buffett’s annual letter to the shareholders of Berkshire Hathaway marks an exciting time. In today's show, we share some of the highlights that we took away from this year’s message. Learn more about your ad choices. Visit megaphone.fm/adchoices