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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: Category: Podcasts
Mar 24, 2008
After you’ve been in an auto accident, you count your ten fingers and ten toes. Then, the stress sets in that you will have to deal with an insurance company. Don’t worry! In today’s show, I’m going to give you some tips to navigate through the process and protect yourself financially. Before we get into […]
Mar 18, 2008
I’m a day late with this post because I spent most of yesterday fielding concerned phone calls and writing a market update letter for my clients. It’s during these volatile times that good advisers prove their worth to clients, and as you can imagine it’s also a stressful time. With that said, I know that […]
Mar 10, 2008
If you’ve reviewed the Money Guy site recently, you’ve probably noticed that we added a fun "widget" which rotates through some of Warren Buffett’s wiser observations about money, business, and life. Most of those quotes come directly from his annual letter to the shareholders of Berkshire Hathaway. Every February, I eagerly await its release because […]
Mar 3, 2008
Money-Guy 03-03-2008 In this week’s show, I help you find $200 a month by just calling your "Ungrateful Providers". Now this does not mean that your auto or homeowner’s insurance agent is not appreciative of your relationship. It means that the insurance and utility industry are set up to take advantage of laziness. I am […]
Feb 25, 2008
I talk about the need to save for retirement all the time on the Money Guy Show. However, I have not done a show discussing what you can expect from these savings once you hit the retirement phase of your life. Before all of my young readers and listeners tune out or click to close […]
Feb 18, 2008

I was asked to write a guest post for fivecentnickel.com that will be posted while nickel is on vacation. I decided to base my post on the timeless advice of Warren Buffett and some of his most notable quotes. As I was researching the post I could not help but notice a trend in Buffett’s quotes: growing money takes time and patience.

Read more at http://www.moneyguy.com/2008/02/time-and-money-it-can-be-your-best-friend 

Feb 11, 2008

Have you ever wondered if you should prepay your mortgage? In today's show I give you the information to make an informed decision based upon your personal situation. We take into account the analytical side of the decision as well as the emotional relief that can come from being DEBT FREE….

Read more at http://www.moneyguy.com/2008/02/should-you-prepay-your-mortgage-and-mutual-fund-opportunities 

Feb 4, 2008

January is officially history and there was a tremendous amount of volatility. On today's show I share how you can turn the lemons of January into sweet lemonade that can provide complete peace of mind on one of your largest assets (your home).

For more information, visit the show notes at www.moneyguy.com/2008/02/nuts-and-bolts-of-obtaining-a-mortgage-and-how-to-cut-closing-costs

Jan 28, 2008

We are covering: Details of the Government’s bipartisan economic stimulus program “How to drive your tax preparer crazy” discussion with CPA, Brandon Verner Listener’s Question Answered: What to do with 401k accounts from prior jobs

Read more at http://moneyguy.com/2008/01/stimulus-package-tax-preparation-discussion-and-ira-rollovers  

Jan 21, 2008

If you need proof that this broad sell-off is nothing new then read an article that I wrote back in October 2002. (click here for a copy) In the article I let readers know that diversification and not letting their emotions get the best of them is the secret to long-term investing.

Read more at http://www.moneyguy.com/2008/01/coping-with-an-uncertain-market-us-credit-under-fire-and-what-does-900-gold-mean 

Jan 7, 2008

A new year can represent a fresh start for many. I know that many out there have made financial resolutions and I want to be a resource to help you reach that goal of financial independence. Let's talk about some of the big areas that may need attention:

  1. Wills
  2. Life Insurance
  3. Beneficiary Designations on Life Insurance and Retirement Plans
  4. Asset Allocation

For more information, visit the show notes at www.moneyguy.com/2008/01/2008-financial-resolutions-and-how-not-to-have-a-1987-portfolio

Dec 22, 2007

The emotions that your brain creates can lead to disaster if you do not know how to recognize where your decisions and actions are coming from (analytical side of the brain or emotional instinct to avoid risk).

Remember when you are wondering if the financial markets are going up or down the answer is always, “YES”

For more information, visit the show notes at http://www.moneyguy.com/2007/12/money-and-your-brain-amt-update

Dec 17, 2007

If you are a Georgia listener then Christmas has come early this year. As of December 11th the GA 529 plan has been drastically improved (probably because of the pressure of competition between the different 529 plans). The big improvements included:

** Georgia state income tax deduction update – For tax years beginning on or after January 1, 2007, contributions to an account are deductible up to $2,000 on behalf of any Beneficiary for Georgia income tax purposes. A Georgia taxpayer is not required to itemize his or her deductions to make this adjustment to income. Furthermore, there are no longer annual income limitations to claim this deduction.

For more information, visit the show notes at http://www.moneyguy.com/2007/12/ga-education-update-financial-leftovers-and-sex-drugs-hedge-funds/

Dec 10, 2007

Current events are impacting the world of personal finance and the financial markets. Many of you have asked me to provide more input on current financial events, and if you are one of those listeners you will get more than your fill with this show.

 

For more information, visit the show notes at http://www.moneyguy.com/2007/12/mortgage-plan-review-e-commerce-booming-and-candidates-take-on-social-security

Dec 3, 2007

The White House lowers ’08 economic forecast (click here for more information)

October foreclosure filings up 94% over last year (click here for more information)

I did not want you to think that I was only pulling out the bad news… I did want to give you a little ray of hope with this article:
Q3 economic growth fastest in four years, revision shows (click here for more information)

** "Free" credit reports **

Many of you have probably figured this out. It appears that the credit reporting companies have figured out how to squeeze a ton of profit out of consumers for something that is suppose to be "Free".

 

For more information, visit the show notes at http://www.moneyguy.com/2007/12/the-economy-free-credit-reports-and-improving-your-401k

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

Oct 29, 2007

"Should You Be Investing In the Roth 401(k)?" – I have received several emails from listeners asking questions about Roth 401k options at their workplace. I actually covered this topic in the first quarter issue of the "Wealth Report" newsletter. I am using that article in today’s show.

For more information, visit the show notes at http://www.moneyguy.com/2007/10/roth-401k-financial-records-to-keep-and-social-security

Oct 22, 2007

The Securities and Exchange Commission (SEC) called last week and let me know that they were stopping by our offices. As you can imagine, this is not my favorite kind of phone call. We had nothing to hide or worry about, but it’s still a stressful situation. In light of this visit I decided that this would be a great time for me to focus the show on a few "rainy day" articles I had put away to discuss.

For more information, visit the show notes at http://www.moneyguy.com/2007/10/financial-leftovers

Oct 8, 2007

Points of Consideration for Education Planning
Many of you have written to ask that I provide some guidance on education planning and I have stayed away from the subject because education planning is one of those subjects that has a limited audience. I always try to do the Money Guy show with the understanding that we have listeners that are new to investing and personal financial planning as well as tried and true weathered investors that I can still enlighten from time to time with my insight.

For more information, visit the show notes at http://www.moneyguy.com/2007/10/college-planning-savings

Oct 1, 2007

Terms needed to understand asset allocation:

Domestic Stocks = US Companies
Market Capitalization of US Stocks (According to Morningstar):
Large Cap = US Companies with a Market Cap greater than $11 Billion (these are the companies that are household names like Wal-Mart, GE, Home Depot, Coca-Cola, Pfizer, and so forth)
Mid Cap = US Companies with a Market Cap between $2-$11 Billion (these are companies that you might have heard of like HR Block, but are not the size of the previous listed group.
Small Cap = US Companies with a Market Cap below $2 Billion. Probably not going to recognize the small company unless you specifically use their product or they are in your town.

For more terms, visit the show notes at http://www.moneyguy.com/2007/10/asset-allocation-basics

Sep 24, 2007

Basic Definitions

Diversification: The idea of spreading out your money across many different types of investments.  Choosing to diversify your investment holdings reduces your risk tremendously.

Risk Tolerance: An investor’s ability to withstand losses caused by one or more of the different types of risk. This ability can be limited by your temperament as well as your time frame and financial circumstances.  For example, someone who is investing for a goal 10 to 20 years or more in the future generally has a higher risk tolerance and may feel more comfortable with riskier investments than a person whose investment goal is only 5 years away or less.

Bull Market...

For more information, visit the show notes at http://www.moneyguy.com/2007/09/mastering-the-world-of-investing

Sep 17, 2007

The focus of the program is on the changing retirement landscape.

1974 Retirement Funding:
11% Employee
89% Employer

2006 Retirement Funding:
51% Employee
49% Employer


Defined Pensions: The Endangered Species

 

For more information, visit the show notes at http://www.moneyguy.com/2007/09/retirement-in-crisis-update

Sep 10, 2007

The most important concept that determines how financially successful an individual/family is going to be is:

* Deferred gratification
* The hardest part of financial independence is not the investing… it is the savings factor:
In today’s world it is getting harder to be a good disciplined financial household. There is so much outside influence and temptation that only the strongest make it (faking success).
**Credit Cards
** The desire to drive a new flashy car
** “Same as Cash” for everything including Furniture, Electronics, & Plastic Surgery

For more information, including How to Accumulate $1,000,000 by Age 65, visit the show notes at www.moneyguy.com/2007/09/simple-advice-for-your-finances

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