The Secrets to All-Inclusive Travel
29 Jul 2016
Contributed by Lukas
One of the primary things you dream about as you work towards financial independence is the day you ...
All You Need To Know About ABLE Accounts
15 Jul 2016
Contributed by Lukas
The ABLE Account is an incredibly valuable new savings vehicle specifically geared for individuals w...
Brexit, ETFs and Mutual Funds – What You Need to Know
01 Jul 2016
Contributed by Lukas
Brian and Bo jump into the Brexit conversation and give you their insight on the events and subseque...
Last Week Tonight – Retirement Plans
17 Jun 2016
Contributed by Lukas
Finally! Someone in the mainstream media caught up with the times and discussed some of the issues w...
3 Behavioral Finance Traits You Should Avoid
03 Jun 2016
Contributed by Lukas
Without a doubt, humans are emotional creatures. You could even argue that we’re drawn to negative...
Use Tax Planning as a Window into Your Financial Future
20 May 2016
Contributed by Lukas
With April behind us, you might feel a sense of relief since you won’t have to deal with anything ...
The Importance of a Proper Estate Plan
06 May 2016
Contributed by Lukas
A few weeks ago, the death of musical icon Prince sent shockwaves through fans around the world. But...
Breaking Down the It Factor
22 Apr 2016
Contributed by Lukas
Ever wondered how super-productive people seem to get everything done -- and make it look so easy in...
The Money Guy Mailbag Episode
08 Apr 2016
Contributed by Lukas
Ever wish the Money Guys would answer YOUR money-related question? That's exactly what we're doing i...
Everything You Need to Know About IRAs
25 Mar 2016
Contributed by Lukas
How much do you really know about IRAs? When you can choose between Traditional, Roth, SEP, SIMPLE, ...
Financial Order of Operations, Money Guy Style
11 Mar 2016
Contributed by Lukas
Often, not knowing all the good ways to put money to work for you isn't the problem stopping you fro...
The Secrets of the Financial Planning Industry
26 Feb 2016
Contributed by Lukas
Have you ever felt confused about what REALLY goes on in the financial planning industry? Traditiona...
How to Spot and Maximize Opportunities
12 Feb 2016
Contributed by Lukas
There’s not a single person that enjoys missing out on great opportunities -- especially those tha...
Financial Mistakes You Hope Your Friends Will Make
29 Jan 2016
Contributed by Lukas
It’s always nice to enjoy your hard-earned money -- but not so much that you sabotage your future ...
All the Financial Advice You Need on an Index Card
15 Jan 2016
Contributed by Lukas
Happy 2016! The Money-Guys are thrilled to celebrate 10 years of producing The Money Guy Show. It’...
The 30(ish) Minute Financial Plan
01 Jan 2016
Contributed by Lukas
Happy New Year, y'all! We want to start your new year off right in this first Money Guy Show episode...
7 Must-Read Books for Success in 2016
18 Dec 2015
Contributed by Lukas
Get your New Year reading list in order with our 7 must-read book recommendations for 2016. Whether ...
The Expensive Truth About Annuities
04 Dec 2015
Contributed by Lukas
Today, we want to expose a few truths about a type of investment that gets a lot of folks in the fin...
7 Steps for Successful Vision Planning in 2016
20 Nov 2015
Contributed by Lukas
In this episode, your Money Guys cover a few tips on Black Friday shopping before revealing 7 steps ...
11 Dangerous Financial Mistakes Couples Make
06 Nov 2015
Contributed by Lukas
Do you and your other half function as a team? If you’re the financially dominant one, do you incl...
3 Ways to Make Your Money Go Farther
23 Oct 2015
Contributed by Lukas
The holidays are fast approaching, and that means holiday shopping. But if you want to learn how to ...
How to Get Out of Traps Laid by Bad Investments
09 Oct 2015
Contributed by Lukas
Do you feel stuck with an individual stock you bought? Or maybe you bought into a front-loaded mutua...
Have Kids? Here’s How to Save for College
25 Sep 2015
Contributed by Lukas
If you have children, you know a huge cost you'll face as a parent is higher education. In this epis...
Rethink the Way You Look at Cash
12 Sep 2015
Contributed by Lukas
Feel like cash is a boring way to go -- when you could be making great returns in the stock market? ...
Are Robo-Advisors the Enemy? With Jon Stein from Betterment
28 Aug 2015
Contributed by Lukas
Tune in today for an exclusive interview with an industry insider: CEO of robo-advisor platform Bett...
Don’t Get Spooked by Market Volatility
26 Aug 2015
Contributed by Lukas
This is a special bonus episode of The Money-Guy Show. In light of recent market activity, we're re-...
5 Tips on Navigating Marriage and Money
14 Aug 2015
Contributed by Lukas
Whether you’re a newlywed or have been married for decades, navigating marriage and money can be t...
6 Financial Mistakes Pro Athletes Make and How They Apply to You
31 Jul 2015
Contributed by Lukas
As with most shows on TV, HBO's new show Ballers depicts the pro athlete lifestyle as -- well, “ba...
A Musical Money-Guy Mashup
17 Jul 2015
Contributed by Lukas
Curious about how music relates to your finances? This week, Brian revived an old Money-Guy show fro...
How to Avoid Cognitive Investing Biases on the Road to Financial Independence
03 Jul 2015
Contributed by Lukas
Letting your emotions influence your financial decisions, especially when it comes to your investmen...
Why (and How) You Need to Plan for the Cost of College
19 Jun 2015
Contributed by Lukas
Your Money Guys are back on this Podcast Friday to share thoughts around the importance of planning ...
A Baby, a Wedding, and a House
05 Jun 2015
Contributed by Lukas
The Money-Guy Show family has been extremely busy lately! We’re excited to celebrate a number of b...
10 Things to Know Before Applying for a Mortgage
22 May 2015
Contributed by Lukas
Remember our rent vs. buy debate discussed in previous episodes of The Money-Guy Show? While that ep...
12 Mistakes to Avoid Making With Your IRA
08 May 2015
Contributed by Lukas
Individual Retirement Accounts (IRAs) are critical in securing financial independence in retirement....
5 Habits of 401(k) Millionaires
24 Apr 2015
Contributed by Lukas
Think it's impossible to become a 401(k) millionaire? Wondering if you can commit to what's necessar...
5 Ways to a Happier Financial Life
10 Apr 2015
Contributed by Lukas
Who doesn’t want to learn how to live a happier financial life? Here's the good news: The Money-Gu...
Recapping the 2015 Berkshire Hathaway Letter to Shareholders
27 Mar 2015
Contributed by Lukas
It's our favorite time of year! Well, it's close for financial fans and money nerds. Here's what's g...
Remembering a Personal Finance Icon and His Timeless Advice
13 Mar 2015
Contributed by Lukas
This episode of The Money-Guy Show is a reflective one as Brian and Bo pay tribute to Thomas J. Stan...
Lump Sum or Payout: How to Withdraw When You Retire
27 Feb 2015
Contributed by Lukas
This week, your Money Guys tackle a question often asked by their clients in regards to retirement p...
What to Do When Life Happens
13 Feb 2015
Contributed by Lukas
Here's a simple fact: life happens. Even though we try to plan for everything, we can’t possibly k...
Breaking Through the Mystery of Investing
30 Jan 2015
Contributed by Lukas
Brian and Bo hate to see so many individuals out there put off by the idea of investing. Today, they...
Should You Rent or Buy?
16 Jan 2015
Contributed by Lukas
Rent or buy? It's a big debate and each side of the argument has its pros and cons -- and your age, ...
What to Look for When You Need a Financial Professional
02 Jan 2015
Contributed by Lukas
Your Money Guys kick off the first podcast of 2015 with valuable advice on what to look for in a fin...
Creating a Vision Plan for 2015
19 Dec 2014
Contributed by Lukas
With this last show of the year, we wanted to do something a little different and get you set up for...
The Financial Decisions to Get Right at Every Stage and Age
05 Dec 2014
Contributed by Lukas
No matter what your life stage, there are financial decisions to think about -- and to get right. It...
Black Friday and Bad Fees
21 Nov 2014
Contributed by Lukas
Wait -- what’s a tightwad doing talking about spending money for the holidays? Don't worry, Tightw...
How to Prioritize Financial Goals
07 Nov 2014
Contributed by Lukas
The guys got a great listener question a few months ago -- from a husband and wife team who listen t...
Is the Sky Falling? How to Handle Market Volatility
22 Oct 2014
Contributed by Lukas
Spoiler alert: no, the sky is not falling. Don’t let the financial media get you riled up when the...
Financial Lessons Learned at FinCon
10 Oct 2014
Contributed by Lukas
Brian and Bo made their first appearance at FinCon this year and share their experiences with you. T...
Celebrity Money Mistakes and How to Prevent Them
26 Sep 2014
Contributed by Lukas
Brian and Bo run through money mistakes that celebrities have made and give you some advice on how t...
Target Date Retirement Funds Pros and Cons
15 Sep 2014
Contributed by Lukas
Target date funds have been around for two decades now and they continue to evolve and find their pl...
How Much Insurance Do I Need?
29 Aug 2014
Contributed by Lukas
Brian and Bo discuss insurance necessities as well as the appropriate level of insurance to carry ac...
Savings Samurai – Nickel Ninja
15 Aug 2014
Contributed by Lukas
Brian and Bo give you the tips and tools you need to make your dollars stretch further than the rest...
Dollar Cost Averaging…The Discussion Continues
01 Aug 2014
Contributed by Lukas
This week Brian and Bo dig into the dollar cost averaging discussion, and illustrate the pros and co...
Broken Dreams: Take 2
18 Jul 2014
Contributed by Lukas
Brian and Bo pick up where they left off last week by detailing financial factors to consider when p...
Broken Dreams: What’s Going on in Housing?
11 Jul 2014
Contributed by Lukas
Have you been waiting to buy or sell a house? Are you tired of renting and have been waiting to purc...
Is The Risk Worth The Reward?
27 Jun 2014
Contributed by Lukas
Brian dives into what it takes to be successful in business, finances, and your career, and how that...
How to Become a Millionaire
13 Jun 2014
Contributed by Lukas
A million dollars seems like such a magic number, but what does it take to get you there? It may be ...
Top Tips to Prepare for Retirement
30 May 2014
Contributed by Lukas
Brian and Bo cover different strategies and steps to take when preparing for retirement and review f...
How Do You Hold Your Assets?
16 May 2014
Contributed by Lukas
Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts w...
Is Lending Club a Good Idea?
02 May 2014
Contributed by Lukas
The market downturn from 2007-2009 forced banks and other lending institutions to increase their len...
Is Identity Theft Protection Worth It?
18 Apr 2014
Contributed by Lukas
Brian and Bo investigate identity theft protection, and credit monitoring industries, as well as pro...
Discussing Money With Your Aging Parents
04 Apr 2014
Contributed by Lukas
The core of this week’s show is staying informed with your parent’s financial situation. Brian a...
Be An Advocate For Your Wallet
21 Mar 2014
Contributed by Lukas
Brian and Bo share tips for saving money every month with a couple of phone calls. They stress being...
Has Warren Buffett Lost His Golden Touch?
07 Mar 2014
Contributed by Lukas
In this week’s show Brian and Bo analyze Warren Buffett’s annual Letter to Shareholders. It does...
Active vs. Passive Investing: Which Works?
21 Feb 2014
Contributed by Lukas
In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a const...
Tax Essentials
31 Jan 2014
Contributed by Lukas
The IRS started accepting tax returns January 31st so we thought it was best that we give you some t...
Homeowners Insurance 101
17 Jan 2014
Contributed by Lukas
Brian and Bo cover homeowners insurance in this week’s podcast. The topic surfaced after Brian had...
Benchmarking Financial Success
03 Jan 2014
Contributed by Lukas
Happy New Year! We are starting the year out by giving you a ton of great advice. The theme of this ...
The Big Give
20 Dec 2013
Contributed by Lukas
This week we dig into charitable giving, it’s a perfect topic for this time of year. Brian and ...
Finding Your Place in Life
06 Dec 2013
Contributed by Lukas
Brian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining ...
Financial Lessons Learned in Vegas
15 Nov 2013
Contributed by Lukas
Brian and Bo share funny stories and financial lessons learned from their recent trip to Las Vegas. ...
Code Red
01 Nov 2013
Contributed by Lukas
This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He note...
What Financial Pros Aren’t Telling You
18 Oct 2013
Contributed by Lukas
This week we analyze the Truths Financial Pro’s Won’t Tell article from the October issue of Con...
Car Buying Tips and Tricks
04 Oct 2013
Contributed by Lukas
This week we break down the car buying process to give you some helpful tips when purchasing or leas...
Money-Guy Mashup
20 Sep 2013
Contributed by Lukas
Everyone is in for a treat this week as we explore the way music relates to your finances. Brian dug...
Addicted to Saving
06 Sep 2013
Contributed by Lukas
This week we look at the importance of saving early as well as evaluating your 401k and the investme...
Estate Planning 101
23 Aug 2013
Contributed by Lukas
Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you a...
One Stop Loan Shop
09 Aug 2013
Contributed by Lukas
Brian and Bo evaluate an alternative way to borrow and lend money in this week’s show. They get in...
Yield! Watch for Dividends
26 Jul 2013
Contributed by Lukas
Brian and Bo tackle the challenge of explaining how yield can affect the overall performance of a po...
When Investing Right Goes Oh So Wrong
12 Jul 2013
Contributed by Lukas
With the recent news and market movements, Brian and Bo share with you their views about investing. ...
The 30ish Minute Financial Plan
28 Jun 2013
Contributed by Lukas
This week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you on...
Marriage…An Education
14 Jun 2013
Contributed by Lukas
Brian and Bo jump into the deep end of Bo’s first year of marriage and how his financial life has ...
Love and Marriage… and Finances (Rewind)
31 May 2013
Contributed by Lukas
We intro with today’s show as a preface to our next show, which will recap Bo’s first year of ma...
The Risk of Not Taking Risks
17 May 2013
Contributed by Lukas
Today, Brian and Bo tackle the risk that you take by sitting on the investment sidelines. They have ...
10,000 Hours
03 May 2013
Contributed by Lukas
Today’s show is more of a “life” podcast, giving you the motivation to move ahead and the chal...
Building Your Dollar Army
19 Apr 2013
Contributed by Lukas
We are always happy to receive emails from our listeners, and, on this show, Brian shares two differ...
Investing Truths and How to Avoid the Noise
05 Apr 2013
Contributed by Lukas
Downturns over the last 5 years have provided an incredible opportunity to learn core principles abo...
The A B C’s of Mutual Funds
22 Mar 2013
Contributed by Lukas
When investing in mutual funds, you normally choose between Class A, Class B or Class C. The main di...
Money-Guy Misses
08 Mar 2013
Contributed by Lukas
Almost everyone has a story about a financial mistake that they made at some point in their lives. T...
Secrets for a Dream Retirement
22 Feb 2013
Contributed by Lukas
The basic key to a good retirement is to save money and earn a decent payback on your investments. H...
Life Insurance 101
08 Feb 2013
Contributed by Lukas
Although life insurance may be a morbid discussion, it can be a very important piece of your financi...
The Web Vs. Your Financial Advisor
25 Jan 2013
Contributed by Lukas
The look and feel of the personal financial planner is changing. No longer is an office surrounded b...
The Money-Guy Answers Your Email
11 Jan 2013
Contributed by Lukas
As a lead-off show for 2013, we decided to answer some email questions from our listeners. We love r...
Money Truths and Financial Life Lessons from the Money Guys
28 Dec 2012
Contributed by Lukas
Now that Christmas is over, remember that it is not about the gift itself but about the thought that...
Is There a Perfect Income for Happiness?
14 Dec 2012
Contributed by Lukas
The Christmas season is quickly approaching, and, in our office, the Michael Buble holiday Pandora c...
End of Year Tax Planning
30 Nov 2012
Contributed by Lukas
Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we...
Now That the Election is Over…
09 Nov 2012
Contributed by Lukas
Now that the Presidential election of 2012 is behind us, what will the future hold? Democrats and Re...
Best 529 College Savings Plans
26 Oct 2012
Contributed by Lukas
For many parents out there, one of the biggest concerns is providing their children with a college e...
Best Brokers and Retirement Rules of Thumb
12 Oct 2012
Contributed by Lukas
It is a great thing in life when you do good work for people, and good things turn around and happen...