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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: Page 18
May 17, 2006

Basic Goal Planning:

Short Term= Anything less than 5-7 years. 

Long Term= Anything greater than the 7-year holding period.

For more information, go to http://www.moneyguy.com/2006/05/23

May 5, 2006

The Importance of Wills and Estate Planning 

Wills Help You With:

  • Funeral Arrangements
  • Disposing of your property
  • Names a guardian for your minor children
  • Names the executor or the administrator of your estate

 

For more information, including Legal Terms Used in Estate Planning, go to http://www.moneyguy.com/2006/05/money-guy-5-5-2006-podcast/

Apr 19, 2006

While not great investments, cars are important purchases for most of us.

Beyond how we feel driving them, they're expensive to buy, own, and operate.

Fortunately, smart buyers can get an edge by doing their homework, collecting the right data, and having a negotiating strategy. Being smart definitely pays off!

To read the 4 Steps to Winning the New Car Game, go to http://www.moneyguy.com/2006/04/winning-the-car-buying-game/

Apr 5, 2006

Financial Chaos Topic: Choosing a Financial Professional


The US Securities Exchange Commission (SEC) says the best advice it can give you about how to invest wisely is Ask Questions.

For a full list of questions, visit http://www.moneyguy.com/2006/04/money-guy-452006-podcast/ 

Mar 17, 2006

Steps To Take If You Come Into a Financial Windfall

  1. Create breathing room for yourself
  2. Screw your head down to your shoulders
  3. Organize a Financial Team

For more information, go to http://www.moneyguy.com/2006/03/march-15th-2006-podcast-from-the-money-guy-j-brian-preston-cpa-cfp-pfs 

Feb 27, 2006

Common Deductions That Too Many People Miss

1. Non-cash Contribution

2. New Points on Refinancing

3. Old Points on Refinancing

4. Health Insurance Premiums

5. Educator Expenses

6. Miscellaneous Expenses

For more details, go to http://www.moneyguy.com/2006/02/february-27-2006-podcast-tax-planning 

Feb 13, 2006

New and Exciting Update!! Next Financial Chaos Topic: Tax Preparation and Planning with special guest co-host Brandon Verner, CPA, a partner with Verner, Perling & Company, P.C.

For more information, visit http://www.moneyguy.com/2006/02/february-13th-2006-podcast-from-the-money-guy-j-brian-preston-cpa-cfp-pfs 

Jan 30, 2006

Why Big Insurers Are Staying Away From This Year's Hot Investment Product from the December 14th, 2005 Wall Street Journal by Jonathan Clements

Choosing a 529 College-Savings Plan: When It Makes Sense to Go Out of State from the January 4th, 2006 Wall Street Journal by Jonathan Clements

For more information, visit http://www.moneyguy.com/2006/01/restoring-order-to-your-financial-chaos 

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