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The Money Guy Show | Investing, Tax, Estate, Retirement, Insurance, Spending, Saving, and Wealth Building Advice

Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
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Now displaying: November, 2007
Nov 19, 2007

 Capital Gains Looming Once Again by David Hoffman with Investment News… Investment News is an industry magazine that I get, but I think the information in the article is important because it ties to our discussion from last week about the level of distributions that many of us will recieve this year from our Mutual Funds.

What Kind of Loan Should You Get provided by SmartMoney.com… Many of you have asked me to share my insights on what type of loan you should get for your home.

For more information, visit the show notes at http://www.moneyguy.com/2007/11/capital-gains-mortgages-and-retire-early-but-beware

Nov 12, 2007

On today’s show we discuss:

1st Segment includes information on what you need to look at with your portfolio at year end.

** Harvesting Tax Losses
** Avoiding Year End Mutual Fund purchases until after you determine whether year end distributions have been made by the fund (could be as high as 10% in some popular funds this year).
** Charitable donation reminder

2nd Segment
Six Ways to Save on Auto Insurance by Stephanie AuWerter from SmartMoney Magazine

3rd Segment
What’s Wrong with Variable Annuities article publised on the SmartMoney.com website

 

For more information, visit the show notes at http://www.moneyguy.com/2007/11/year-taxes-investments-auto-insurance-savings-variable-annuities/

Nov 5, 2007

Defending credit card companies is hard to do because they do have quite a few practices that are down right sleazy (shrinking grace periods, escalating interest rate, holiday due dates, etc.), but if used properly they can be a helpful financial tool.

In this episode we share articles from the following:

"8 Experts Recall Their Best Personal Finance Advice" by Dana Dratch from bankrate.com

"Are Credit Cards Evil, or Just Dangerous?" by Liz Pulliam Weston from MSN Money

"Where Do You Stand in the Wealth Spectrum?" by Lee Eisenberg from Bankrate.com

"Dealing With a Disaster and Your Insurance Company" by Jennie L. Phipps with Bankrate.com/Yahoo Finance.

 

For links and more resources, visit our show notes at http://www.moneyguy.com/2007/11/great-personal-finance-advice-are-credit-cards-evil-and-the-wealth-spectrum

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