Money Guy Show

Latest Episodes:

Dave Ramsey: Financial Planning Guru … or Charlatan? May 20, 2008

Show notes

Love him or not, Dave Ramsey is a financial planning phenomenon. Consider his popularity: Ramsey’s syndicated radio program, The Dave Ramsey Show, is heard on over 325 radio stations throughout the United States and Canada. Besides being a radio personality, he’s written almost 15 books, three of which have been on the New York Times […]

Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Investment Mistakes Couples Make May 13, 2008

Show notes

Through my years as a financial planner, I’ve worked with a lot of couples and, unfortunately, seen many of the same money mistakes over and over again. Disappointing, yes … but also a sign that good advice for couples could help many families dodge these common investing pitfalls. In a recent article on Bankrate.com, Dana […]

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Price of Security – Immediate Annuities May 06, 2008

Show notes

Money-Guy 05-05-2008 With recent stock market ups and downs, immediate annuities are attracting attention from people looking to shelter themselves from volatility. But do they make financial sense? If so, for whom and when? (An immediate annuity, you might recall, is an investment product that’s purchased with a single payment and begins to pay out […]

Learn more about your ad choices. Visit megaphone.fm/adchoices

Finding a ‘Fiduciary’ Planner in a Sea of Snakes Apr 29, 2008

Show notes

Being a financial planner myself, I loved an article that The New York Times featured over the weekend, "Pick a Planner Who Can Spell ‘Fiduciary’". For those who don’t know me, let me assure you that while I might not be a great grammarian, I definitely know, understand, and can spell the word ‘fiduciary‘! 😉 […]

Learn more about your ad choices. Visit megaphone.fm/adchoices

Dateline and Equity-Indexed Annuities Apr 22, 2008

Show notes

Chris Hansen from Dateline NBC devoted an entire hour on April 13, 2008 to the topic of equity-indexed annuities and the unscrupulous tactics sometimes used to sell them to seniors. (Recognize Hansen’s name? He’s best known for his work on the Dateline NBC television segment To Catch a Predator. These controversial investigations revolved around catching […]

Learn more about your ad choices. Visit megaphone.fm/adchoices

An Inconvenient Truth (About Cash) Apr 16, 2008

Show notes

If I told you about a popular investment product that was yielding 40% less than it did last year, you’d probably think it was one of the great financial meltdowns of 2008. But, what if I also told you that investors seemed indifferent to this product’s decreased yield and were actually accelerating their rate of […]

Learn more about your ad choices. Visit megaphone.fm/adchoices

Recession and the First Quarter 2008 – Avoiding Advisers Who Push Risky Products Apr 08, 2008

Show notes

I’m short on notes today, but heavy on great information in the audio of the show. I first provide my detailed perspective on the performance of the market in the first quarter of 2008. I then talk at length about staying focused on why you invested in the financial markets in the first place. If […]

Learn more about your ad choices. Visit megaphone.fm/adchoices

Prioritize Retirement Savings and Where to Invest Cash Mar 31, 2008

Show notes

We’re currently in the final weeks of tax preparation season. As many of you know, I do just enough tax return preparation every year to make me wonder why I do taxes! Joking aside, I believe I’m a better adviser for my clients if I know how the tax code works. Still, it gets a […]

Learn more about your ad choices. Visit megaphone.fm/adchoices

Auto Accidents – Dealing with Insurance Companies Mar 24, 2008

Show notes

After you’ve been in an auto accident, you count your ten fingers and ten toes. Then, the stress sets in that you will have to deal with an insurance company. Don’t worry! In today’s show, I’m going to give you some tips to navigate through the process and protect yourself financially. Before we get into […]

Learn more about your ad choices. Visit megaphone.fm/adchoices

Fear, Financial Markets, and Your Money Mar 18, 2008

Show notes

I’m a day late with this post because I spent most of yesterday fielding concerned phone calls and writing a market update letter for my clients. It’s during these volatile times that good advisers prove their worth to clients, and as you can imagine it’s also a stressful time. With that said, I know that […]

Learn more about your ad choices. Visit megaphone.fm/adchoices

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected