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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: general
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/

 

Mar 22, 2019

What did Warren Buffett tell us about personal finance in 2018? It may not be Christmas, but it certainly feels like it when the “Oracle of Omaha” shares his wisdom with us. There have been many of you asking when we are going to cover Warren Buffett’s letter to shareholders. That day has finally arrived!

Buffett shares that there are many things to be excited about, as well as future opportunities for all of us. In today's episode, we share the most important investment lessons he reveals that you can apply to your own personal finances. Join us for this week’s episode of The Money Guy Show as we explore Warren Buffett’s letter to shareholders.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/03/investing-lessons-warren-buffett/

Mar 15, 2019

Do you know the power of your Rate of Return (RoR)? This week’s Money Guy episode is about all things rate of return. If you have ever wondered what a reasonable rate of return is or how to actually calculate it and make sense of it, then this show is for you!

You always want to make sure that your rate of return reflects you and what your needs are for your financial road map. Our goal for all of our listeners is for you to attain financial independence, and we want to make sure that you have a clear understanding of your investments. Join us for this week’s episode of The Money Guy Show as we discuss the power of your rate of return.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/03/understanding-rate-of-return/

Mar 8, 2019

This week’s Money Guy Episode is inspired by an article written by Nick Maggiulli Of Dollars and Data on February 19, 2019 titled "How to Invest a Lump Sum” that talks about what you should do if you suddenly experience a windfall of money.

As it turns out, we also did a show on this very topic less than a year ago where we discussed whether or not you should take a lump sum or a dollar cost average approach to your investing. So, this week’s episode is a reboot that allows us to apply the same principles to the scenarios laid out by Nick Maggiulli.

Join us for this week’s episode of The Money Guy Show as we build a bridge between the analytics cited in Maggiulli’s article and the financial behaviors that impact your bottom line.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/03/how-invest-windfall-cash/

Mar 1, 2019

Do you know where wisdom comes from? It comes from learning from your mistakes. Back in 2013, we had an episode where we shared the mistakes we had made. Now in 2019 we are revisiting and updating our list of mistakes and sharing those with you today.

Tune in to this week’s episode of The Money Guy Show as we cover Money Guy misses remastered. We are human and make mistakes, too! By sharing our mistakes with you, we hope that it will help you avoid the financial mistakes we made and continue guiding you on your path toward financial independence.

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

Feb 22, 2019

Your kids, grandkids, great-grandkids could go broke if you do not fix this problem. Yes, that may seem a bit harsh, but when you look at the statistics of generational wealth building it is very somber.

  • 70% of rich families lose their wealth by the 2nd generation
  • 70% of family-owned businesses fail and/or sold by the 2nd generation
  • 86% of millionaires are first generation.

Tune in to this week’s episode of The Money Guy Show as we reveal the secrets to sustaining your wealth through future generations. Learn the practical steps you and your family can implement to keep your wealth for generations to come.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/02/#1-reason-why-wealthy-families-lose/

Feb 15, 2019

Hold on to your seats for this week’s episode of The Money Guy Show! We’re talking 2018 tax changes and planning opportunities, and it has us over-the-moon excited. As many of you know, Brian is a CPA and prepared client taxes for 16 years. Therefore, we’re sure you can imagine just how joyful he is to geek-out over this important topic we cover in this episode of the Money Guy Show.

We cover a lot of ground in this show, so you may want to have your pen and notepad handy so you can jot down your notes and anything you may want to address with your tax preparer this season. Ok, let’s jump into the episode.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/02/2018-taxes/

Feb 8, 2019

Are you self-employed or have a side hustle? Then this episode is for you! What are your options for retirement planning as a self-employed person? What are the pros and cons of each option? You want to make the correct decision for your short and long term goals to achieve financial independence.

We love that you guys are out there, whether you are self-employed or hustling on the side, working so hard to create more income to achieve your goals and dreams. You should let your money work just as hard for you by making sure you are taking advantage of the correct retirement plan. Tune in this week to learn about the different retirement savings strategies that you have as a self-employed person.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/02/retirement-plans-for-the-self-employed/

Feb 1, 2019

You know that here at The Money Guy Show, we don’t just want you to save toward retirement. We want you to save as much as possible toward retirement and as early as possible! We especially want you to contribute enough to your employer-sponsored retirement plan so that you get that employer-match. Free money!

But how do 401k plans work? And what information should you have handy so that you can maximize your contributions to this effective retirement-savings vehicle?

Tune in this week to learn about the financial planning opportunities you can take advantage of in your employer-sponsored 401k or 403b plans. 

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/02/401k-plans-deconstructed/

Jan 25, 2019

If you’re a parent, you know the love for your child is like nothing else in the entire world. You take all the essential measures to keep your kids safe, clothed, fed, and happy. But are you dropping the ball when it comes to the financial side of being a parent?

Join us for today’s episode as we share the six financial planning items you should definitely address to help ensure your child’s financial security.

For more details, please visit the show notes on our website: 

https://www.moneyguy.com/2019/01/6-financial-planning-tips-parents/

Jan 18, 2019

Assets in passive equity strategies grew to nearly 45 percent of all stock market investments in the U.S., and active equity managers continue to lose ground due to the over $470 billion investors have invested in passive equity strategies like index funds.

There is good reason why index investing has an eager and growing participation. It is much cheaper than active management. But, are index funds better for your financial goals? The answer is yes, but with a footnote.

For anyone that has listened to our show for some time, you know that we are huge proponents of index investing. There are a lot of reasons to like index funds, but what is the difference between index investing and active management? And how can you use index funds to reach your financial aspirations? That’s what we cover in today’s episode of The Money Guy Show.

For more details, please visit the show notes on our website: 

https://www.moneyguy.com/2019/01/index-funds-vs-actively-managed-funds-are-you-making-a-mistake/ 

Jan 11, 2019

Ever wonder why certain people are more financially successful than others? Does it have something to do with their economic status their born into? IQ? Genetics? Behaviors? Or a combination of certain factors?

Well, as it turns out, research consistently reveals since as early as the last 1800s, that the vast majority of millionaires don’t come from millions. What the research does find again and again is that self-control and discipline behaviors are correlated with success.

This is good news! This means that financial success is well-within your control. And the money decisions you make now can have a big and small impact on your overall financial situation. 

Join us for this week’s installment of The Money Guy Show as we reveal the 8 behavioral finance questions every individual and couple should ask before making major financial decisions.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/01/questions-before-major-financial-decisions/

Jan 4, 2019

It is no secret that the stock market has been a bumpy road in recent weeks. Any media channel you tune to will highlight the volatile performance of the S&P and Dow Jones. Headlines like, "Dow Plunges More Than 650 Points as Apple Flashes Warning Signs" are quickly followed by, "Stocks Surge After Blowout Jobs Report." For investors, the undulating market performance can be nauseating.

As we traverse what is, most likely, a bear market, we want to make sure that our Money Guy Show fans and Abound Wealth clients don't make short-term decisions that can derail long-term financial goals. Therefore, be sure to tune in to this week's episode to find out what to do if a bear market attacks.

In today's episode, we cover the facts and data about market performance that helps put all the headlines into perspective and can help you sleep easier at night. Equip yourself with the knowledge that can prevent you from making irrational, short-term decisions that could derail your retirement.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/01/survive-bear-market-attack/ 

Dec 28, 2018

Happy New Year Money Guy Show Family! There has never been a better time to buy into the market and start investing than right now! Between investment options and low-cost investments, you have an opportunity to supercharge your finances by investing.

Unlike earlier years, today you have access to different financial products that simply weren't available before. And If you have less than $250,000 in investable assets, you probably don't need a financial advisor just yet. Meaning, you can jumpstart and build wealth on your own for now.  If you have more than $250,000, then it's probably time to consider hiring a co-pilot to avoid making financial mistakes and maximize your investment returns. 

Either way, no matter where you are in your financial journey, today's episode shares the 9 steps you can take to invest $1,000 right now! Imagine the impact properly investing $1,000 can have on your growth potential. We talk about that and so much more in today's show. 

For more details, please visit the show notes on our website: https://www.moneyguy.com/2018/12/how-to-invest-1000-in-2019/ 

Dec 21, 2018

The New Year equals new opportunities to calibrate and refocus. 2019 can be your year of success! As one of our neighbors and friends here in Franklin, TN says, “You can make this year your best year ever!”

So, be sure to join us for this very special year-end episode of The Money Guy show where we provide you with an overview of what you need to be doing to keep yourself on track financially.

For more details, visit the show notes on our website: https://www.moneyguy.com/2018/12/win-with-money/ 

 

Dec 14, 2018

This week’s mini episode of The Money Guy Show zeros in on the five mistakes all new business owners tend to make. Brian admits to making all of these mistakes himself when he was a new business many years ago and has seen it time and time again with others.

So, what are these five entrepreneurial mistakes and what can you do to avoid them if you yourself are a new entrepreneur or thinking about becoming one? Tune in to today’s episode to glean valuable insights about mistakes to avoid as a new business owner and lessons you can learn from the entrepreneurs who have come before you.

For more details, visit the show notes on our website: https://www.moneyguy.com/2018/12/5-entrepreneurial-mistakes/

 

Dec 7, 2018

Everyone wants to be like a celebrity. All they have to do is have the right handbag, shoes, or outfit and it will sell out. We have learned celebrities are not immune to financial mistakes. We have all seen stories in the media about different mistakes that celebrities have made.

Be sure to tune-in to this week’s episode of The Money Guy Show as we share the lessons we have learned from celebrity financial mistakes. Also, how you can apply these lessons to your financial life.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2018/12/celebrity-financial-mistakes/

 

Nov 30, 2018

Are generous people more successful? Cultural idioms like it’s a “dog-eat-dog-world” and “nice guys finish last” may have you thinking that while generosity is the “right” way to be, it doesn’t always pay-off in the end. And that somehow the “ends justifying the means” is the way to get to the top of the success scale.

Well, we have a contrary belief to the worldview of generosity and, as it turns out, there are studies that reveal that generosity does, in fact, lead to success!

Be sure to tune-in to this week’s short episode of The Money Guy Show to find out just how successful some generous people are and how they get there while others do not.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2018/11/generous-people-more-successful/

Nov 23, 2018

Ever wonder what the 12 days of Christmas cost? Well, we did too! Today’s episode is inspired by PNC Bank’s Christmas Price Index. For 35 years, they have calculated the prices of the twelve gifts from the classic carol "The Twelve Days of Christmas." The result is the PNC Christmas Price Index, a unique and whimsical holiday tradition that makes learning about the economy fun.

In addition to covering PNC’s Christmas Price Index and inflation, we also wanted to relate these twelve traditional gifts to financial tips and recommendations we think you ought to take care of before 2019 gets here. We are only a few weeks away from a brand new year, and there are certain financial matters that are better to address in the current calendar year.

Money Guy Show family, it is officially “Merry Christmas” time. Join us for today’s episode of The Money Guy Show as we uncover the 12 ways you can save this holiday season!

 

For more details, please visit the show notes on our website: https://www.moneyguy.com/12-Days-Saving 

Nov 16, 2018

Today’s episode of The Money Guy Show is inspired by a listener question.  This listener wrote in to the show and asked us what advice we wish we knew as a teenager, because she is a youth group leader working closely with young adults. And what a great question this is!

So, we’re shifting today’s episode to speak directly to our teenage listeners and parents with teenagers. Even if you aren’t in this group of listeners, there are still plenty of useful and timeless tips we share to help set you up for financial success.

For more details, visit the show notes on our website:  https://www.moneyguy.com/financial-advice-teenager

Nov 9, 2018

We have a special show for you this week with a very special guest: Dr. Sarah Stanley Fallaw, Ph.D. Dr. Fallaw is the founder and President of DataPoints LLC, a company that provides scientifically validated, automated behavioral finance tools to the financial services industry. DataPoints created the industry's first biodata-based, predictive assessment of individual propensity to build wealth. She is the co-author of The Next Millionaire Next Door, a new edition to her father Dr. Thomas Stanley’s original text The Millionaire Next Door.

Dr. Fallaw joins us to share her research on what the portrait of today’s millionaire looks like. She reveals the psychological and behavioral side of financial planning. Tune in to find out how the way people think about and react to money correlates with their ability to build wealth.

For more details, visit the show notes on our website:  https://www.moneyguy.com/2018/11/become-next-millionaire-fallaw/

Nov 2, 2018

Hey Money Guy Show family! We’re back with a second episode on how you can plan for your next magical Disney World vacation. We did a similar show two years ago (Maximizing the Magic: All the Ways You Can Save Money at Walt Disney World) and are back with even more tips and tricks you can use to help you make the Disney magic go further.

Brian just returned from a family vacation to Disney World in mid-October and has fresh and new ideas to share with you. When a Disney World vacation can easily cost you thousands of dollars, it’s vital to get the most from your Disney experience.

Tune in to this week’s mini-episode of the Money Guy Show to get new Disney World planning tips, money savings tactics, and exciting park updates.

For more details visit the show notes on our website:

https://www.moneyguy.com/2018/10/walt-disney-world/

Oct 26, 2018

In today’s episode of The Money Guy Show, we take a closer look at Sarah Stanley Fallow, Ph.D.’s new book The Next Millionaire Next Door, Steven Covey’s 7 Habits of Highly Effective People, Tom Corley’s 9 Habits of Highly Successful People, and Tony Robbin’s How to Establish Joyful Habits. What we found is that there are certain habits and behaviors that show up again and again that correlate with success.

Be sure to tune in as we explore the habits and choices that millionaires make that contribute to their financial well-being. Also, if you haven’t done so already be sure to subscribe to our mailing list so that you get access to special show giveaways. For more details, please visit the show notes on our website: https://www.moneyguy.com/2018/10/financial-success-habits/

Oct 19, 2018

Today’s mini-episode of The Money Guy show is a compilation of road shows we put together for our #AskTheMoneyGuy series. 

In today’s listener-inspired episode, we cover a question we get all the time that we didn’t realize would come up as often as it does and that is how to become a financial advisor. This one is near and dear to our hearts as financial advisors ourselves and a question we’re happy to answer in this week’s installment of The Money Guy Show.

Be sure to join us on the road this week as we talk about how to become a financial advisor.

For more details, visit the show notes on our website: 

https://www.moneyguy.com/2018/10/how-to-become-a-financial-advisor/

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