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.
Brian Preston, a fee-only financial planner, professional accountant, and wealth manager, goes beyond common sense in his weekly blog/podcast as he restores order to your personal financial chaos. His professional credentials, sophisticated topics, and approachable style have attracted thousands of iTunes listeners and made him a podcasting phenomena. Learn more about Brian, read his weekly show notes, and follow his blog about managing your personal finances at www.money-guy.com.
Brian Preston, a fee-only financial planner, professional accountant, and wealth manager, goes beyond common sense in his weekly blog/podcast as he restores order to your personal financial chaos. His professional credentials, sophisticated topics, and approachable style have attracted thousands of iTunes listeners and made him a podcasting phenomena. Learn more about Brian, read his weekly show notes, and follow his blog about managing your personal finances at www.money-guy.com.
Brian Preston, a fee-only financial planner, professional accountant, and wealth manager, goes beyond common sense in his weekly blog/podcast as he restores order to your personal financial chaos. His professional credentials, sophisticated topics, and approachable style have attracted thousands of iTunes listeners and made him a podcasting phenomena. Learn more about Brian, read his weekly show notes, and follow his blog about managing your personal finances at www.money-guy.com.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Big thanks to Susan Johnston and U.S News & World Report for listing the Money-Guy Show as one of the top 8 Savvy Personal Finance Podcasts! Click on the link to read the entire article. It is extremely exciting, rewarding, and humbling to be mentioned with the likes of Clark Howard and NPR. Our ultimate [...]
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...
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.
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.
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.
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.
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.
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.
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.
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!
“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.
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.
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...
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.
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?
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