Money Guy Show

Latest Episodes:

Keys to Success Mar 16, 2012

Show notes

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 accomplish your goals.

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Berkshire Letter to Shareholders Mar 02, 2012

Show notes

It'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.

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Tax Season 2012 Feb 17, 2012

Show notes

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.

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Preparing For the Unknown Feb 03, 2012

Show notes

As is so often the case, this show was inspired by actual life events taking place. Unfortunately, this week's episode is not light and jovial as many of our shows are. In today's episode, Bo shares the unfortunate and tragic loss that he and his family have recently endured. Our hope is that, through Bo's willingness to open up his personal life, today's show may serve as the needed push to begin the process of making sure you and your family are prepared and protected from unknown and unexpected life events.

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Asset Location Jan 20, 2012

Show notes

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 diversification within all account types.

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2012: A Brand New Year Jan 06, 2012

Show notes

Happy New Year from the Money-Guy team! It is great to be back after our holiday break, and we are very excited to share our thoughts on the economic outlook for 2012 in today's show.

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Block the Noise and Start Winning Dec 16, 2011

Show notes

The Christmas spirit has taken over and we have been excited all week here at the Money-Guy Show. In 2011, it has been tempting to get caught up in negativity between the pessimism in Washington and devastating stories on the nightly news. However, in today's show, we offer some tips for blocking out the noise and steering your life in a positive direction for the New Year.

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Portfolio Perseverance Dec 02, 2011

Show notes

With market fluctuations and continuous financial volatility, many are tempted to give up on investing altogether. The anxiety and fear that come along with an uncertain economy may seem overwhelming, but today’s show gives you the tips you need to persevere with your long-term investing plan.

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Black Friday 2011 Nov 11, 2011

Show notes

It's that time of year again...Black Friday is just around the corner, and the Money-Guy is here to make sure you have everything you need to get the best deals this holiday season.

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Knowing When to Go Pro Oct 28, 2011

Show notes

Hiring a professional financial planner could possibly be the key that unlocks the door to your financial success. At the same time, choosing the right advisor to work with is an important decision that can often seem overwhelming. In today's show, we discuss the services that planners will and will not provide as well as key things to look for when hiring a pro.

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