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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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The Money Guy Show | Investing, Tax, Estate, Retirement, Insurance, Spending, Saving, and Wealth Building Advice
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Now displaying: 2008
Dec 16, 2008

A 2009 Challenge: 2008 is coming to a close and this is the time of the year where we start planning those Resolutions on how we are going to make 2009 better than 2008.  Below I have provided a few thoughts and links: If you are Unhappy… Make a Change If you are not happy […]


Read more at http://www.moneyguy.com/2008/12/lazy-investing-can-be-good-investing-update 

Nov 21, 2008

Next week is Thanksgiving.  Thanksgiving is a great time to catch-up with friends and family, but I am worried that this year’s big point of discussion is going to be the economy and the stock market.  In this volatile time I wanted to provide you with some objective and analytical data that will help you […]

Read more at http://www.moneyguy.com/2008/11/unusual-times-require-creative-solutions 

Nov 14, 2008

With all of the doom and gloom in the financial markets right now, surely you are asking: why in the world would I be talking about spending money? Especially when shows over the past few weeks have been concerned with ways to save money! Even bad situations can have a good side.  In this economy […]


Read more at http://www.moneyguy.com/2008/11/how-to-spend-a-little-money 

Nov 5, 2008

Life insurance is one of the most controversial and, in my opinion, convoluted personal finance topics today. Even once you get past the eternal debate of term vs. permanent life insurance, then you must move on to determining how much life insurance you need, what method do you use to calculate that amount, and who […]

Read more at http://www.moneyguy.com/2008/11/unusual-times-require-creative-solutions 

Oct 24, 2008

We have been riding this wave of volatility long enough that 7%-9% market swings do not have the same shock and awe impact they had a few weeks ago.  This acceptance of the wild swings has provided me with an opportunity to step away from the initial emotional feelings that came from this roller coaster…. […]


Read more at http://www.moneyguy.com/2008/10/time-to-buy-buffett-vs-cramer 

Oct 15, 2008

Last show we talked about the silver lining of a financial crisis. This week I talk about the special opportunities that these down markets can offer. More specifically, if you did not catch it from the title of this post, I am talking about harvesting tax losses. More than likely, and probably by no fault […]

Read the rest at http://www.moneyguy.com/2008/10/thanksgiving-around-the-corner-time-to-harvest 

Oct 1, 2008

What a week! Actually, what a past couple of weeks! Obviously, it wouldn’t be too hard to harp on all of the bad stuff going on right now. So, instead of doing that, I would like to focus on some of the silver lining and maybe some of the positive things that could come out […]

Read more at http://www.moneyguy.com/2008/10/the-silver-lining-of-a-financial-crisis/

Sep 16, 2008

So this is the question of the hour: What is going on? Or maybe the better question is: What got us into this mess? The real answer is a perfect storm with many moving parts acting together to drag down the financial markets. The more simple answer, although not necessarily the entire cause, is leveraged […]

Read more at http://www.moneyguy.com/2008/09/news-nightmares-bank-debacles 

Sep 9, 2008

For most parents, saving for their child’s education is always a priority. With the volatility and uncertainty in today’s market, it has become a priority that is not so easy to fund. Most would agree that a hundred dollars here or a hundred dollars there, while not providing a full ride, would definitely help out. […]

Read more http://www.moneyguy.com/2008/09/cheese-grits-and-college-savings-black-holes-and-helocs 

Aug 27, 2008

In tight economic times charities are often hit with increasing needs from the individuals who require their services. To make matters worse, generous donors are struggling with their own financial issues resulting in less donations to their favorite charities. In times like this both donors and charitable organizations have to adapt and become more creative […] 


Read more at http://www.moneyguy.com/2008/08/tax-smart-and-creative-ways-to-better-the-world 

Aug 12, 2008

Today’s show is a grab-bag of goodies. If you keep up with pop-culture, you’ve probably come across the show Extreme Makeover Home Edition. If you’re not familiar with this show, they select a family in need and makeover their home. One family they selected actually lived about fifteen minutes away from me, so when I […]

Read more http://www.moneyguy.com/2008/08/fairy-tale-foreclosure-how-a-planner-works-and-dark-knight-review 

Jul 31, 2008

The mutual fund universe is larger than ever and there are no signs of it slowing down. With more funds, more information, and easier access to this information, how can you go about selecting solid funds that are going to assist you in achieving your life goals? With help from InvestorWords and BusinessDictionary, let’s begin […]

Get more information at http://www.moneyguy.com/2008/07/selecting-mutual-fund 

Jul 23, 2008

We have a special treat for you on this installment of the Money Guy Show! I usually don’t have guests on the show, but today we’re fortunate to be joined by Liz Weston. As many of you will attest, Liz is an award-winning, nationally syndicated personal finance columnist with a unique gift for simplifying complex […]

Read more at http://www.moneyguy.com/2008/07/liz-weston-loaded-celebrity-interview 

Jul 20, 2008

Our banking system’s clearly under a lot of stress at the moment. Coming off a decade of aggressive mortgage lending, the system’s troubles have been compounded by a sputtering economy and retreating stock market.

As an investor, you need to be smart about insulating yourself from the system’s problems. While I don’t want to be alarmist, a little effort now on your part could pay significant dividends down the road. If nothing else, you’ll sleep better with the knowledge that you’ve assessed your exposure and taken appropriate action.

For more, visit the show notes on our site at http://www.moneyguy.com/2008/07/protecting-yourself-u-s-banking-system-under-stress 

Jul 10, 2008
Pick your economic worry — there’s more than enough to go around: mortgage crisis? faltering U.S. economy? government deficits? skyrocketing oil prices? geo-political instability? rising inflation rates? As a financial planner, I see and feel the anxiety that my clients are experiencing. For most, the anxiety peaks each quarter with the arrival of their once-welcomed, […]
Jun 25, 2008
"If Thomas Jefferson thought taxation without representation was bad, he should see how it is with representation." – Anonymous Deferring taxes has always been a bedrock principle of retirement planning. The logic is simple: why would anyone pay the government now when tax-deferred accounts allow you to delay your obligation for 15, 25, and maybe […]
Jun 19, 2008
"Any man can be a father, but it takes a special person to be a Dad." – Anonymous Since we celebrated Father’s Day this past weekend, I thought it’d be fun to discuss how parents can help their children grow up to be financially responsible adults. Building on the ideas of Clark Howard, Dave Ramsey, […]
Jun 10, 2008
I think a lot about our culture and how the virtues of frugality and simplicity seem to have been forgotten by many of us. As never before, the popular media show us how ultra-wealthy athletes, entertainers, and business titans live, travel, eat, and dress. Combined with easy credit and a "want-it-now" mindset, we’ve started to […]
May 30, 2008
Professional financial planning is built on a foundation of trust. You entrust not just your money but also your hopes and dreams with an adviser and planner like me. Above all, you want your planner acting with your best interests at heart. And yet, Shakespeare’s famous advice — "Love all, trust a few" — rings […]
May 20, 2008
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 […]
May 13, 2008
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 […]
May 6, 2008
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 […]
Apr 29, 2008
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‘! 😉 […]
Apr 22, 2008
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 […]
Apr 16, 2008
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 […]
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