The Moneywise Guys
2,723 episodes — Page 29 of 55
1/14/20 We go over an option called the mega back door Roth which allows you to save thousands of dollars in tax free income
The Moneywise Guys Tuesday, January 14th www.MoneywiseGuys.com
1/13/20 The investing environment today is very different than prior decades. That begs the question what should you do and should you take more risk?
The Moneywise Guys Monday, January 13th www.MoneywiseGuys.com Guest: John Cox, Business Editor for the Bakersfield Californian www.Bakersfield.com
1/10/20 Our weekly 401(k) Focus segment and much more
The Moneywise Guys Friday, January 10th www.MoneywiseGuys.com
1/9/20 How do baby boomers pay for long term healthcare without breaking their retirement? We discuss alternatives and much more
The Moneywise Guys Thursday, January 9th www.MoneywiseGuys.com Guest: Shelly Wyrick, Owner/Broker of Wyrick and Associates Real Estate www.wyrickrealestate.com
1/8/20 Moneywise goes over the Taxpayers Certainty and Disaster Relief Act + how it could effect you
The Moneywise Guys Wednesday, January 8th www.MoneywiseGuys.com
1/7/20 Why doesn't the IRS offer a free option to everyone to do their taxes? Why don't they send you a form and you sign + send back? We discuss this and more
The Moneywise Guys Tuesday, January 7th www.MoneywiseGuys.com Guest: John Duffield, CPA/MST www.bakersfieldaccountants.com
1/6/20 It's time to take a different approach if you are planning to retire. What are the things you need to do? We go back to the basics
The Moneywise Guys Monday, January 6th www.MoneywiseGuys.com
1/3/20 Getting down to business Friday with Craig Fraser
The Moneywise Guys Friday, January 3rd www.MoneywiseGuys.com Guest: Craig Fraser, Owner of Craig Fraser Studios and Air Syndicate http://craigfraserstudios.com/
12/30/19 We share financial resolution goals that will help you be more Moneywise in 2020
The Moneywise Guys Monday, December 30th www.MoneywiseGuys.com
12/27/19 Discussion on one of the biggest mistakes people fear + we help everyone set their financial goals going into the new year
The Moneywise Guys Friday, December 27th www.MoneywiseGuys.com
12/23/19 The largest mistake that individuals make going into retirement + we discuss estate planning with Attorney, Kyle Jones
The Moneywise Guys Monday, December 23rd www.MoneywiseGuys.com Guest: Attorney, Kyle Jones www.KWJonesLaw.com
12/20/19 What is quadruple witching + what does it mean to you?
The Moneywise Guys Friday, December 20th www.MoneywiseGuys.com Guests: Andrew Miles, Labor Development Manager of the Bakersfield Homeless Center https://bakhc.org/ Brad Newberg, Vice President of the Trinity Safety Company www.trinitysafetyco.com/
12/19/19 Some types of wasteful spending are way more dangerous than others. We go over one particular expense that baby boomers are spending more on than others
The Moneywise Guys Thursday, December 19th www.MoneywiseGuys.com Guest: Scott Hanson, Level One Financial https://levelonefinancial.com/
12/18/19 We share a story of an organization that has been taking billions of dollars + returning very few of it to the cause. The importance of knowing where your hard earned dollars is going
The Moneywise Guys Wednesday, December 18th www.MoneywiseGuys.com Guest: Dr. Richard Gearhart, Assistant Professor of Economics at CSU-Bakersfield www.gorunners.com
12/17/19 Congress agreed to a bipartisan appropriations bill that is going to help avoid another government shutdown. How will this impact you?
The Moneywise Guys Tuesday, December 17th www.MoneywiseGuys.com Guest: John Duffield, CPA/MST www.bakersfieldaccountants.com/
12/16/19 How to talk about money with family during difficult situations + much more
The Moneywise Guys Monday, December 16th www.MoneywiseGuys.com Guest: John Cox, Business Editor for The Bakersfield Californian www.Bakersfield.com
12/13/19 Friday's 401(k) Focus segment + much more
The Moneywise Guys Friday, December 13th www.MoneywiseGuys.com Guests: Captain, Kevin Pope of the Salvation Army of Bakersfield https://bakersfield.salvationarmy.org/bakersfield_corps/ Judy Ardray, Educator + Care Specialist at the Alzheimer's Association https://alz.org/socal
12/12/19 Estimates range from 25-38% of current jobs right now will be eliminated by automation. What does this mean + what do we do about it?
The Moneywise Guys Thursday, December 12th www.MoneywiseGuys.com Guest: Marvin Bush, Premier Realty www.gopremierrealty.com/joe/marvin/
12/11/19 The average person in America is spending a larger percentage of their income on health care. What's the problem + solution to this problem?
The Moneywise Guys Wednesday, December 11th www.MoneywiseGuys.com
12/10/19 Some things you can do right now to reduce your tax bill for this year
The Moneywise Guys Tuesday, December 10th www.MoneywiseGuys.com Guest: John Duffield, CPA/MST www.bakersfieldaccountants.com
12/9/19 Some financial conventional wisdom's that actually are not true that might be causing you quite a bit of harm
The Moneywise Guys Monday, December 9th www.MoneywiseGuys.com
12/6/19 Our weekly 401(k) focus segment + much more
The Moneywise Guys Friday, December 6th www.MoneywiseGuys.com
12/5/19 Moneywise goes over the end of the year checklist + much more
The Moneywise Guys Thursday, December 5th www.MoneywiseGuys.com
12/4/19 The length between depression, mental health + your finances. Who is it really affecting?
The Moneywise Guys Wednesday, December 4th www.MoneywiseGuys.com Guest: Cynthia Garcia, Director of Sales for the Hyatt Place (Bakersfield) www.hyatt.com/en-US/hotel/california/hyatt-place-bakersfield/bflzb?src=corp_lclb_gmb_seo_nam_bflzb
The History of Money + how government impacts the flow
The Moneywise Guys Special David Anderson + Sherod Waite discuss the History of Money and how government impacts the flow www.MoneywiseGuys.com
12/3/19 What happens if you don't file your taxes? We talk taxes with John Duffield CPA/MST
The Moneywise Guys Tuesday, December 3rd www.MoneywiseGuys.com Guest: John Duffield, CPA/MST www.bakersfieldaccountants.com
12/2/19 How gratitude can actually help you financially + much more
The Moneywise Guys Monday, December 2nd www.MoneywiseGuys.com Guest: Chad Hathaway, Founder/CEO of Hathaway LLC. www.hathawayllc.com
11/26/19 Amazon is known as a phenomenal business but hasn't been known as an easy place to work for. Is that because of company culture?
The Moneywise Guys Tuesday, November 26th www.MoneywiseGuys.com [email protected] Guest: John Duffield, CPA/MST www.bakersfieldaccountants.com
11/25/19 A look back at some predictions of last years forecast to see how they looked + look forward to 2020's forecast
The Moneywise Guys Monday, November 25th www.MoneywiseGuys.com [email protected]
11/22/19 Millions of Americans are getting prepared for the holiday shopping season + we share tips before you start shopping for Christmas
The Moneywise Guys Friday, November 22nd www.MoneywiseGuys.com
11/21/19 The California economy expansion is projected to continue into 2020 + we share what that means for the state
The Moneywise Guys Thursday, November 21st www.MoneywiseGuys.com Guests: Louis Gill, CEO of the Bakersfield Homeless Center + Andrew Miles, Labor Development Manager for the Bakersfield Homeless Center https://bakhc.org/
11/20/19 How to help your kids rather than hurt them by giving them money
The Moneywise Guys Wednesday, November 20th www.MoneywiseGuys.com
11/19/19 Things you will need to decide when determining whether you are going to take a lump sum of your retirement or not
The Moneywise Guys Tuesday, November 19th www.MoneywiseGuys.com
11/18/19 Many Americans don't pay any income taxes. How much do you have to make to file taxes?
The Moneywise Guys Monday, November 18th www.MoneywiseGuys.com Guest: John Cox, Business Editor for the Bakersfield Californian www.Bakersfield.com
11/15/19 First there is love, then there is marriage and then...sharing finances
The Moneywise Guys Friday, November 15th www.MoneywiseGuys.com Guests: Steve Sanders, Secretary / Treasurer for CALM http://calmzoo.org/ Don Kessler, Owner of Kessler's Solar Panel Cleaning https://kesslerssolarpanelcleaning.com/
11/14/19 Why are we lowering rates? We break it down...
The Moneywise Guys Thursday, November 14th www.MoneywiseGuys.com Guests: Kyle Jones, Attorney at Law Scott Hanson, Level One Financial www.theproresourcegroup.com/
11/13/19 Moneywise explains why politics has no place in your finances
The Moneywise Guys Wednesday, November 13th www.MoneywiseGuys.com Guest: Paul Sheldon, President of Paul Sheldon Insurance & Benefits Planning http://health-savings.com/
11/12/19 Response to failure. We share a story of success, followed by failure + then success
The Moneywise Guys Tuesday, November 12th www.MoneywiseGuys.com Guest: John Duffield, CPA/MST www.bakersfieldaccountants.com
11/11/19 How does money effect Veterans + are they more likely to have money problems than the next person?
The Moneywise Guys Monday, November 11th www.MoneywiseGuys.com Guest: Dr. Richard Gearhart, Assistant Professor of Economics at CSU-Bakersfield
11/8/19 Moneywise explains why it's not how much you earn that matters it's what you do with that money that counts
The Moneywise Guys Friday, November 8th www.MoneywiseGuys.com Guest: Amy Travis, Executive Director at CASA of Kern County https://kerncasa.org/
11/7/19 The IRS announced higher retirement plan contributions for 401k's, 403b's + IRA's in 2020. What does that mean to you?
The Moneywise Guys Thursday, November 7th www.MoneywiseGuys.com
11/6/19 The Story of the Bakersfield Sound + much more
The Moneywise Guys Wednesday, November 6th www.MoneywiseGuys.com Guest: Robert Price, Senior Editor for the Bakersfield Californian + Author of, "The Bakersfield Sound: How a Generation of Displaced Okies Revolutionized American Music" www.Bakersfield.com
11/5/19 It's not uncommon for a company to go public + offer shares that you can buy. A big company is thinking about going public + we discuss
The Moneywise Guys Tuesday, November 5th www.MoneywiseGuys.com Guest: John Duffield, CPA/MST www.bakersfieldaccountants.com
11/4/19 Oil + Energy segment with Chad Hathaway
The Moneywise Guys Monday, November 4th www.MoneywiseGuys.com Guest: Chad Hathaway, President/CEO of Hathaway LLC.
11/1/19 Nearly 6 of 10 Americans have "good" credit but we share some ways to improve your credit score
The Moneywise Guys Friday, November 1st www.MoneywiseGuys.com Guest: Ron Pierce, Minter Field Air Museum http://minterfieldairmuseum.com/
10/31/19 The U.S. sells approximately 35 billion dollars worth of candy every single year. How much of that is during Halloween?
The Moneywise Guys Thursday, October 31st www.MoneywiseGuys.com
10/30/19 We bring on Author, Dan Conway who wrote "Confessions of a Crypto Millionaire" to share his story + much more
The Moneywise Guys Wednesday, October 30th www.MoneywiseGuys.com Guest: Dan Conway, Author of: "Confessions of a Crypto Millionaire: My Unlikely Escape from Corporate America" https://danconwaywriter.com
10/29/19 Things you may need to repair in your life in order to get your finances on track
The Moneywise Guys Tuesday, October 29th www.MoneywiseGuys.com Guest: John Duffield, CPA/MST www.bakersfieldaccountants.com
10/25/19 Does the major news networks that you watch effect your outlook on the U.S. economy?
The Moneywise Guys Friday, October 25th www.MoneywiseGuys.com
10/24/19 What happens if you don't need your RMD at the age of 70 1/2 or older? We share some Moneywise options + much more
The Moneywise Guys Thursday, October 24th www.MoneywiseGuys.com Guest: Marvin Bush, Premier Realty www.gopremierrealty.com