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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: 2019
Sep 13, 2019

Money and marriage: can they coexist in harmony? Money can play a huge role in the overall happiness and success of your marriage. Taking time to consider the way you handle finances as a couple today can make all the difference in the long-run.

We're going to walk you through signs of financial success and traps to avoid at every phase of marriage from Newlyweds to Empty Nesters.

For more information, visit: https://www.moneyguy.com/2019/09/money-and-marriage-by-age/

Sep 6, 2019

If you have children or you're thinking about funding any kind of future education, this episode is your new best friend! We're breaking down the best ways to save and pay for college, plus giving you hard numbers that will help you make the best decision on where to get your education.

For more information, visit: https://www.moneyguy.com/2019/09/save-and-pay-for-college/

Aug 30, 2019

After watching Discovery Channel’s Shark Week, we realized the financial world has its own ferocious apex predator. Roth assets sit on the top of the food chain. They get tax-free growth, provide emergency access to your funds, and there are no required minimum distributions for these kinds of assets. 

In today’s show, we breakdown how Roth assets can help you grow your wealth exponentially!

For more information, visit: https://www.moneyguy.com/2019/08/roth-financial-strategy/

Aug 23, 2019

You're not going to believe we're giving away this advice for free! We're so excited to share these untold secrets and help you take your finances to the next level.

For more information, visit: https://moneyguy.com/2019/08/top-secret-planning-strategies

Aug 16, 2019

There are five levels of wealth that can let you know where you stand in your financial journey and how comfortable you really are when it comes to your finances.

Join us for today’s episode of The Money Guy Show to find out where you are in this race of building wealth. We understand that it takes getting to a certain level of wealth when you can actually start breathing a little easier knowing that you have your army of dollar bills built up and working for you. But what does abundance looks like at the graduation point? 

For more information, visit:https://www.moneyguy.com/2019/08/5-levels-wealth/

Aug 9, 2019

No one wants to feel like a chump! We're helping you recognize and avoid 7 financial rip-offs people are falling for each day.

For more information, visit: https://www.moneyguy.com/2019/08/the-worst-financial-rip-offs-and-how-to-avoid-them/

Aug 2, 2019

Yes, YOU can make money investing! And no, it's not gambling! 

Investing is a powerful tool that can help you put your army of dollar bills to work and build wealth. How much wealth? Well, join us as we take a look at the data. 

For more information, visit: https://www.moneyguy.com/2019/08/make-money-investing/

Jul 26, 2019

When you get serious about taking control of your finances, one of the first names or resources you may come by is Dave Ramsey. He is a beast in the personal finance industry. Dave has undoubtedly impacted millions - MILLIONS- of people’s lives through his Financial Peace University, radio show, best-selling books, and the plethora of other financial education resources available through Ramsey Solutions. 

But what happens after you take control of your money and climb out of the “dungeon of debt” as Bo calls it? Well, here is where we think that our Financial Order of Operations parlays nicely with Dave Ramsey’s 7 Baby Steps

For more information, visit: https://www.moneyguy.com/2019/07/dave-ramsey-baby-steps/

Jul 19, 2019

So often, we are asked whether someone should pay off an outstanding loan or invest. 

In today’s show, we put the rubber to the road and focus on the numbers. We also look at the different types of debt, how some is more punitive than others, and discuss the role it plays in your overall financial success. Yes! Debt is an important tool to help you achieve financial success. 

For more information, visit: https://www.moneyguy.com/2019/07/when-to-invest

 

Jul 12, 2019

Estate planning can seem like a complex undertaking, and not knowing how to approach it can lead to inaction. Lucky for you, you know us! And like any good friend, we are going to let you in on what we know. Pull up a seat as we share how to get your estate plan established well and the common mistakes people make that you won’t after tuning in to this week’s how.

For more information, visit:  https://www.moneyguy.com/2019/07/estate-planning-mistakes/ 

Jul 5, 2019

Can you buy happiness? How much does it cost to buy happiness? What is the relationship between money, wealth, and how happy you are about life?

While we don’t have all the answers, we do think we offer a unique perspective on this topic because of our day jobs as fee only financial advisors. We have many conversations with our clients in regards to their money, goals, dreams and what makes them happy, and we share our high-level observations in this week’s episode of The Money Guy Show. 

For more information visit: https://www.moneyguy.com/2019/07/how-much-does-it-cost-to-buy-happiness/(opens in a new tab)

Jun 28, 2019

It seems like you can’t go anywhere without someone having an opinion or a piece of advice regarding your finances. We are inundated with financial articles, news headlines, and information from our families - solicited or not. While there are times when the advice shared may sound good, it very well may not be right for your particular situation so you have to be careful about the information you act upon.

Financial advice, no matter how well-intentioned it may be, can function like that old game of Telephone. It starts with one message, but by the time it reaches you it can end up communicating something vastly and, in the case of your money, dangerously different. 

Be sure to tune in to this week’s episode of The Money Guy Show as we uncover the nine pieces of financial advice you should probably ignore. 

For more information, visit https://www.moneyguy.com/9-pieces-financial-advice-ignore 

Jun 21, 2019

Can you become rich making less than six figures? This goes against the grain of what most people believe. In fact, the statistics show that over half of baby boomers and millennials believe people inherit their wealth. However, the reality is that only 21 percent of wealthy people inherit money and of that only 3 percent are millionaires.  

This means, then, that the overwhelming majority of millionaires are your self-made, next-door types! This also means that you don’t necessarily have to make boatloads of money in order to become a millionaire. Tune into this week’s episode to find out how to avoid all the traps, pitfalls, and mistakes that can interfere with your potential to become a millionaire.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/06/how-to-become-a-millionaire/

Jun 14, 2019

Everything you know about money is probably wrong, and holding you back from success in your financial life! Well, today that will change in this episode of the Money Guy Show we are going to straighten it all out for you.

 

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/06/everything-you-know/

Jun 7, 2019

The FIRE Movement. What is it? Who’s doing it? Should I do it? Is it good or bad? How do I do it? These are all questions you may ask yourself when you hear people talking about the FIRE Movement. We cover all of this and so much more in this week’s episode of The Money Guy Show.

You may notice that we have a special visitor for this episode. Brian is out of the office visiting his favorite mouse (if you guessed Mickey, you'd be right)! Gabe Talley from our team joins us and shares his vast knowledge on this subject with our Money Guy family. You don’t want to miss this episode of the Money Guy Show.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/06/fire-movement/

May 31, 2019

How does your 401(k) balance measure up against your peers? Do you have enough or are you behind? When we meet with potential clients, most of them want to know the answer to these two questions:

  1. Where am I?
  2. Where am I headed?

Tune in to this week’s episode as we share the average 401(k) balance by age and answer the question of whether or not you're behind with your retirement savings.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/05/average-401k-balance/

May 24, 2019

Keep it simple, Sam or Sally! How do you KISS gpur complicated financial life good-bye? When I was younger and working as an accountant, I used to dream about being a sophisticated financial person. I wanted to have a complicated tax return, because I felt that meant I had a great life. Be careful what you wish for because later in life I had a complicated financial life and began to think what I can do change it.

Simple may not be sexy and may not turn heads, but it can give you something more valuable: peace of mind. It can put you head and shoulders ahead of your peers. In this week's episode, we share ways you can simplify your finances.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/05/simplify-your-finances

May 17, 2019

What is one of the most shocking statistics that impacts your finances? Spoiler Alert: It affects everyone regardless of age, gender, socioeconomic status, or where you live.

If you guessed mortality, you'd be correct. 100% of us will die. We know that this is not something to take lightly, and here at the Money Guy Show, our goal is to make sure that you and your family are financially prepared for all of life’s seasons.

Are you and your loved ones financially prepared and protected for when you pass on? Tune in to this episode and learn how to adequately plan your finances when you're gone, how to approach finances if a loved one passes away, and what you need to know to be an executor of an estate.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/05/prepare-for-death/

May 10, 2019

One of the biggest decisions you will make in your life is marriage! As you know, here at the Money Guy show, marriage and finance has always been a very important topic. Money creates a unique dynamic within any marriage, and how you manage it can strengthen or undermine this significant relationship.

The inspiration for today's episode actually comes from a personal situation. I was on a trip with some of my old Georgia neighbors when my wife called me in a panic. She shared that she had a vivid dream that I had passed away. She realized that even though she is listed on all of our accounts, she did not know how to access them and began to wonder what would happen if I was no longer here.

Are you and your better half set up for financial success as a couple? Find out how you can make your personal finances an opportunity to grow together rather than allow it to drive a wedge and become a source of stress and marital discord.

Tune in to this week’s episode as we discuss, “How To Bulletproof Your Marriage Financially.”

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/05/money-and-marriage/

May 3, 2019

You are in for a special treat this week! We are doing #AskTheMoneyGuy right here in the studio. Every week we answer listener requested questions, but this week we felt we wanted to dedicate more time and make this question into a full show.

Are you the Chief Operations Officer (COO) for your household? Perhaps more specifically, are you a stay-at-home spouse who manages all the household finances? If you have ever wondered about retirement, social security, or your financial future in general, you won't want to miss this episode. We discuss the options of building personal assets versus depending on your working spouse. We agree this is an important topic. Thank you Kate for submitting this question!

Tune in to this week’s episode as we answer the question, “How to plan for your financial future as a stay-at-home spouse.”

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/05/stay-at-home-spouse/

Apr 26, 2019

Debt is a four letter word. Is that a coincidence or a consequence? In this week’s episode, we take a deep dive into each age group and what debt should look like at each stage.

If your boat is leaking because of debt, cash flow issues, or making monthly payments is a struggle, then you want to take control of your finances immediately so you can get on the path to financial independence. This episode can help you do just that!

Tune into this week’s episode as we walk you through how you can handle debt over your various stages of life.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/04/debt-by-age/

Apr 19, 2019

There are four accounts that you may or may not be aware of that can change your financial life. This is not clickbait, we want to share with you about these accounts because they can transform your finances. We were inspired to produce today’s episode from the many emails and questions we have received from you, our loyal listeners.

As you know, The Money Guy Show exists to help you make simple and smart choices with your money. We are passionate about everyone saving for the future, and we always want to make sure that we help you succeed. Tune in to this week’s episode as we share the four investment accounts that can potentially change your life.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/04/four-investment-accounts 

 

Apr 12, 2019

The Rule of 3! Have you ever noticed that you are only able to hold three or four key concepts at a time? That applies to your finances as well. Life, liberty, and the pursuit of happiness is just an example of the Rule of 3 concept.

We wanted to have an episode where we break down the financial basics to set you up for success. Tune in to this week’s episode of The Money Guy Show as we discuss the Rule of 3 and how you can apply it your finances.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/04/rule-of-3/

Apr 5, 2019

What if we told you there is an entire category of words that can be used to manipulate your financial decisions? After all, one of the major components of marketing is being able to persuade people to buy a product or service. But what happens when these same marketing tactics are used in financial services?

Here at the Money Guy Show, we believe that knowledge is power. We always want to share the best information that can equip you to reach your financial goals, and that includes making you aware of manipulative sales strategies in financial services.

Join us for today’s episode as we share the manipulation tactics that are commonly used that can lead to bad financial choices.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/04/never-be-manipulated/

Mar 29, 2019

Should you buy a second home, RV, timeshare, or a boat? Chances are they could be horrible for your financial life, but, if your lucky, your friends may make these purchases. We all have friends, and as humans we are hardwired to stand out from our peers. Sometimes our peers make financial decisions that would not be great for our personal finances, but we can take advantage of those purchases that they have decided to make. We recorded a show back in 2016 where we discussed financial mistakes you hope your friends make. So, we are returning with a fresh take on that episode.

Join us for today’s episode as we share the financial decisions you hope your friends make. Our goal here at the Money Guy Show is to always help you understand how to best use your army of dollar bills to achieve financial independence.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/03/friends-financial-decisions/

 

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