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Money Guy Show

Money Guy Show

1,287 episodes — Page 23 of 26

Addicted to Saving

America 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

Sep 28, 201233 min

Bringin’ Simple Back…Again!

That’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

Sep 13, 201245 min

Setting Yourself Up For Success

Truly 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

Aug 31, 201245 min

Back to Basics: The Power of Patience

We 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

Aug 20, 201241 min

A Gross Misconception

Bill 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

Aug 3, 201238 min

2nd Quarter Wrap-Up

The 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

Jul 20, 201241 min

Mortgage Rates, Refinancing, and Everything Real Estate

With 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

Jul 6, 201239 min

Tipping Tips

Tipping 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

Jun 22, 201251 min

Timeless Tips and Tax Advice

Many 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

Jun 7, 201253 min

Protecting Your Identity

The 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

May 24, 201233 min

Facebook IPO Friend Request…Should You Accept?

The 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

May 11, 201237 min

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 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

Apr 27, 201250 min

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 about the rewards involved with being an above-average shopper and investor. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 13, 201230 min

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

Mar 30, 201243 min

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

Mar 16, 201241 min

Berkshire Letter to Shareholders

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

Mar 2, 201238 min

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

Feb 17, 201230 min

Preparing For the Unknown

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

Feb 3, 201238 min

Asset Location

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

Jan 20, 201237 min

2012: A Brand New Year

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

Jan 6, 201247 min

Block the Noise and Start Winning

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

Dec 16, 201138 min

Portfolio Perseverance

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

Dec 2, 201145 min

Black Friday 2011

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

Nov 11, 201138 min

Knowing When to Go Pro

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

Oct 28, 201138 min

The Money-Guy’s Take on 9-9-9

Everyone’s gearing up for Election 2012 and recently, there has been a lot of talk and debate about Herman Cain’s 9-9-9 plan. In today’s show, we evaluate Cain’s plan and tell you what we like about it, what hesitations we have, and share some numbers we ran to test it. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 14, 201139 min

Netflix, Millionaires, and Operation Twist

There have been a lot of things going on here lately at the Money-Guy Show, so today's podcast covers a variety of topics including Netflix, becoming a millionaire, and Operation Twist. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 30, 201137 min

Mutual Fund Mastery

Mutual fund investing is one of the easiest ways to get into the market. But whether you are a seasoned investor or just starting out, there are some important things you should know when it comes to choosing the right mutual funds. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 16, 201136 min

How to Identify Opportunities (And Make Your Own Luck)

Often times in life, we associate the successes of others with luck. If someone lands the perfect job, finds their soul mate, or wins the jackpot, we automatically think that luck is on their side. In the investment world, however, luck is not the only factor involved... Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 2, 201139 min

Utility Tips and Service Savings

Whenever we get into these times of economic turmoil, it is always a good idea to step back and look at the ways you can trim spending on a small scale. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 19, 201131 min

The Money-Guy Getaway

In the midst of a crazy week in our economy, today’s podcast takes a step back from the doom and gloom and focuses on something we could all probably use right now…a getaway. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 5, 201140 min

Millionaire Myth Follow-Up

It seems that we struck a chord with our last show, “Jet Owners, Ogres, and Other Millionaire Myths”. Because we received so much great feedback, today’s show is a follow-up to clarify some of our points and respond to the comments we received. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 20, 201145 min

Jet Owners, Ogres, and Other Millionaire Myths

It is difficult, as you can imagine, to be a small business owner who feels like, at least lately, I am walking around with a target on my back... Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 8, 201152 min

Is Investing in Rental Property a Game Worth Playing?

I’ve told you guys before that this show is a truly organic process. The topics come from various sources of inspiration and this week, it happened to come from one of you. We recently received an email from a listener wanting to know more about my experience with the vacation rental property that I own. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 24, 201154 min

If You Can’t Stand the Heat…Buy a Home Warranty?

Home warranties are most commonly associated with the acts of buying or selling a house. But often times, they make sense for those of us who are too busy (or simply not handy enough) to do our own repairs around the house. Today’s show is focused on some of the advantages of home warranties, as well as some things to look out for. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 10, 201146 min

How Rewarding Are Your Rewards?

Wouldn’t it be nice if choosing a credit card were as simple as doing some research, making an informed decision, and never thinking about it again? Unfortunately, changing rates, terms, and rewards mean that you have to stay on your toes in the evolving credit card market if you want to make sure your rewards are actually rewarding your good behavior. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 27, 201138 min

The Money-Guy 2011 Commencement Address

With graduation rapidly approaching for many college students, The Wall Street Journal just announced that the Class of 2011 will graduate with more debt than any class before! In today's show, we address common money mistakes that new alumni make and our guidance for new grads as well as anyone going through a major life change. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 13, 201148 min

The Money-Guy Tax Plan: Part II

That’s right…our last show, “The Money-Guy Tax Plan”, sparked so many comments, we decided to do a follow-up… Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 29, 20111h 0m

The Money-Guy Tax Plan

You’ve heard solutions from the right. You’ve heard solutions from the left. You’ve even heard President Obama’s bipartisan debt panel solution. Today’s show introduces the “Money-Guy” solution to the tax code, and how I think we could make significant strides to fix the debt problem in this country and get back on track! Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 15, 201145 min

Tax Cheats and How to Stay Out of Trouble

“The income tax law is a lot of bunk. The government can’t collect legal taxes from illegal money.” These are the famous words and unsound tax advice of notorious gangster, Al Capone. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 1, 201141 min

Asset Allocation: What to Think About

Today, we are going back to the basics and talking about the importance of asset allocation. This podcast is meant to remind our devoted listeners, and reveal to any new listeners, some of the fundamentals of financial planning and how to best handle your assets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 18, 201155 min

2010 Berkshire Letter to Shareholders

Today’s show is an exciting one for all of us self-proclaimed nerds. After anxiously awaiting the release of Warren Buffett’s annual message to the shareholders of Berkshire Hathaway, we share some of the highlights that we took away from this year’s letter. In addition to being a legendary investor, we also consider Mr. Buffett to be a respectable source for life experiences... Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 4, 201150 min

Cut, Click, or Charge… Guidance from Grocery Gurus

Let’s face it-groceries are a necessity for all of us, but more often than not, we’re left cringing at the checkout line over the impact on our wallets. In this week’s show, we dive head first into the world of smart shopping and coupon clipping in an effort to discover where you can really find the best deals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 18, 201141 min

Alphabet Soup and Disney

In this day and age, it is hard to navigate the financial landscape. It becomes even more difficult when the waters are muddied. Therefore, many individuals seek the advice and counsel of professionals. What happens, though, when those waters are muddied as well? How do you separate the wheat from the chaff? Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 2, 201142 min

I May Not Always be Right…

...but I'm never wrong! Or at least that is how the old adage goes. This may not be the exact mantra of modern day economic "prophets", but it isn't too far off. It seems like (and the study we share proves) a forecaster only has to get one big prediction right and then their word is as good as gold. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 21, 201138 min

Never Run Out of Money…

Boy does it feel good to be back! The holidays always seem to throw off our schedule just a bit but, with the New Year, comes a re-vamp for the Money-Guy and getting back on schedule. Today's show is a great one. There was a fantastic article in Consumer Reports' Money Adviser titled "15 ways to never run out of money"... Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 7, 20111h 2m

Certainly Uncertain

As is usually the case, the holiday season has caused our bi-weekly schedule to be slightly off. You could probably even say that the frequency at which we get these podcasts published during the holidays is somewhat "uncertain" (you will see how clever this statement is as you read on... : -) Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 13, 201040 min

Black Friday!!!

That's right! It's that time of year again. I think the name probably says it all... Black Friday is upon us. This is one of my absolute favorite days of the year because I love the challenge of seeing just how far I can stretch my dollars! Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 12, 201035 min

HRA, HSA, and a Little History of Insurance

Today's show is very timely considering how much health insurance has been in the news lately. It is a topic that affects every man, woman, and child in this country and is not always a straight-forward and easy thing to understand. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 29, 20101h 0m

Back to Basics and Email Responses

Today's show is a bit of a reset. Every now and then, it is good to get back to Money 101. For me, "Money 101" takes me back to a high school Economics teacher who very possibly changed the course of my entire life... Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 18, 201057 min

College Savings ‘Making the Grade’

Today's show is a follow-up to a show we did back in February 2009 titled "529 College Savings and 'The 2009 Stimulus'". Now that we have had a decent run up in the financial markets, we have the ability to look back in time and see how well those "best" and "worst" plans have done. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 4, 201032 min