Money Guy Show
Episodes
How to Maximize Your Investment Performance
02 Aug 2019
Contributed by Lukas
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 ...
The Money Guy Take on Dave Ramsey's 7 Baby Steps
26 Jul 2019
Contributed by Lukas
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 p...
Should You Pay Off Debt Before Investing? Here Is The Real Answer.
19 Jul 2019
Contributed by Lukas
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 ...
Avoid These 7 Common Estate Planning Mistakes
12 Jul 2019
Contributed by Lukas
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...
How Much Does It Cost to Buy Happiness?
05 Jul 2019
Contributed by Lukas
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? Whil...
9 Pieces of Financial Advice You Should Ignore
28 Jun 2019
Contributed by Lukas
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 ...
How To Become Rich Making Less Than Six Figures!
21 Jun 2019
Contributed by Lukas
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 hal...
Everything You Know About Money Is Wrong
14 Jun 2019
Contributed by Lukas
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 epis...
The Truth About the FIRE Movement
07 Jun 2019
Contributed by Lukas
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 ...
Average 401(k) Balance by Age: Are You Behind?
31 May 2019
Contributed by Lukas
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 wa...
How To Simplify Your Finances
24 May 2019
Contributed by Lukas
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 dre...
How To Financially Prepare For Your Death While You’re Still Young
17 May 2019
Contributed by Lukas
What is one of the most shocking statistics that impacts your finances? Spoiler Alert: It affects everyone regardless of age, gender, socioeconomic st...
How To Bulletproof Your Marriage Financially
10 May 2019
Contributed by Lukas
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 v...
How To Plan for Your Financial Future as a Stay-at-Home Spouse
03 May 2019
Contributed by Lukas
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, bu...
Average Debt By Age (And What To Do About It)
26 Apr 2019
Contributed by Lukas
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 sh...
4 Life-Changing Investment Accounts That You May Not Know About!
19 Apr 2019
Contributed by Lukas
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 abo...
The Rule of 3: How to Make the Best Financial Decisions
12 Apr 2019
Contributed by Lukas
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,...
Never Be Manipulated Again into Making Bad Financial Decisions!
05 Apr 2019
Contributed by Lukas
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 componen...
Financial Decisions You Hope Your Friends Make
29 Mar 2019
Contributed by Lukas
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 m...
Top Investing Lessons from Warren Buffett in 2018: Letter to Shareholders
22 Mar 2019
Contributed by Lukas
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”...
Understanding Your Rate of Return (RoR)
15 Mar 2019
Contributed by Lukas
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...
How to Invest a Windfall of Cash: Dollar Cost Averaging vs. Lump Sum Investing
08 Mar 2019
Contributed by Lukas
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 L...
Financial Advisors Reveal Their WORST Financial Mistakes!
01 Mar 2019
Contributed by Lukas
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 ma...
The #1 Reason Why 70% of Wealthy Families Lose All Their Money
22 Feb 2019
Contributed by Lukas
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 statisti...
What to Know Before You File Your 2018 Taxes
15 Feb 2019
Contributed by Lukas
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...
Here Are The Best Retirement Plans for the Self-Employed!
08 Feb 2019
Contributed by Lukas
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? W...
401k Plans Deconstructed
01 Feb 2019
Contributed by Lukas
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 retiremen...
6 Must-Follow Financial Planning Tips for Parents
25 Jan 2019
Contributed by Lukas
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...
Index Investing vs. Active Management: Are You Making a Mistake?
18 Jan 2019
Contributed by Lukas
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 los...
Questions to Ask Yourself Before Making Major Financial Decisions
11 Jan 2019
Contributed by Lukas
Ever wonder why certain people are more financially successful than others? Does it have something to do with their economic status their born into? I...
How To Survive a Bear Market Attack
04 Jan 2019
Contributed by Lukas
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 ...
How to Invest $1,000 in 2019
28 Dec 2018
Contributed by Lukas
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 investmen...
How to Win With Money: Average Net Worth by Age
21 Dec 2018
Contributed by Lukas
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...
Top 5 Entrepreneurial Mistakes That Everyone Seems to Make
14 Dec 2018
Contributed by Lukas
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 the...
Lessons Learned From Celebrity Mistakes
07 Dec 2018
Contributed by Lukas
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 celebriti...
Are Generous People More Successful?
30 Nov 2018
Contributed by Lukas
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 ...
12 Days of Saving this Holiday Season
23 Nov 2018
Contributed by Lukas
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, t...
Financial Advice You Wish You Knew as a Teenager
16 Nov 2018
Contributed by Lukas
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 k...
How to Become the Next Millionaire Next Door with Dr. Sarah Stanley Fallaw, Ph.D.
09 Nov 2018
Contributed by Lukas
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 DataPoi...
The Ultimate Guide to Planning a Trip to Walt Disney World!
02 Nov 2018
Contributed by Lukas
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 t...
The Top Habits of Highly Successful People
26 Oct 2018
Contributed by Lukas
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 ...
How to Become a Financial Advisor
19 Oct 2018
Contributed by Lukas
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-i...
A Different Take on Rebalancing
12 Oct 2018
Contributed by Lukas
So much is made about this tool of asset management, but how much does the average investor actually know? As a brief overview, rebalancing is gettin...
Cash Is Making Money Again! Here Is What It Means For Your Wallet
05 Oct 2018
Contributed by Lukas
Hey Money Guy Show Family! Cash is making money again. That’s right. Times are changing and you can generate income from cash again. (Seriously) Th...
Surviving and Thriving in the Transition to Retirement with Fritz Gilbert
28 Sep 2018
Contributed by Lukas
This is a special episode of The Money Guy Show with special guest Fritz Gilbert of The Retirement Manifesto. Fritz joins us in this episode to share ...
Use Whole Life Insurance to Avoid Estate Taxes?
21 Sep 2018
Contributed by Lukas
There’s a whole industry on avoiding estate taxes. Should I use whole life insurance to avoid estate taxes? Tune in to this week’s mini-episode of...
The Worst Financial Rip-Offs and How to Avoid Them
14 Sep 2018
Contributed by Lukas
Unfortunately, there are quite a few products, services, and straight-up rip-offs that you need to be aware of so that you can decide what is appropri...
Are You Letting Fear Drive Your Investment Decisions?
07 Sep 2018
Contributed by Lukas
One of our biggest issues with the financial industry is when products are sold to consumers and investors through fear tactics. And while there are i...
How to Beat Market Timers
31 Aug 2018
Contributed by Lukas
If you were just going off what you hear from friends and family members at social gatherings, you might think everyone hits it big when they trade st...
Zero-Fee Index Funds Are Here! Here's What It Means For Your Wallet.
24 Aug 2018
Contributed by Lukas
It’s an exciting time to be an investor because price wars have been gradually bringing down the cost to invest in recent years. But is it reall...
Financial Order of Operations: How To Prioritize Your Financial Goals
17 Aug 2018
Contributed by Lukas
Knowing how to prioritize every dollar that comes in is a major factor in your overall success. Join us for this week's episode of The Money Guy Show ...
Shopping Hacks That Will Save You a Fortune!
10 Aug 2018
Contributed by Lukas
If you want to stretch your back pocket and make it go as far as possible, then tune in to this week's episode of The Money Guy Show. We're talking a...
Seeing the BIG Picture of Your Financial Life
03 Aug 2018
Contributed by Lukas
We all come from different families, unique individual talents, geographic locations, and from poor, modest, or wealthy parents. These are the special...
Should You Cut the Cable Cord?
27 Jul 2018
Contributed by Lukas
Cable is expensive, and the customer service takes the cake for being one of the worst in the industry. So, do we really need to pay exorbitant price...
Why Following the Crowd is Dangerous When it Comes to Investing
20 Jul 2018
Contributed by Lukas
When it comes to investing, do you ever find yourself reacting to the media headlines? If you spend even one day listening to financial news updates, ...
Traditional IRA vs Roth IRA: Which is Better?
13 Jul 2018
Contributed by Lukas
What's the difference between a traditional (pre-tax) IRA and a Roth IRA? We have your answers in this week's short episode of The Money Guy Show. Wh...
How to Be a Tax-Free Millionaire
06 Jul 2018
Contributed by Lukas
If there was a way for you to become a tax-free millionaire, do you think that would be something you'd want to know about? The good news is that ther...
Timing the Market | Can Experts Be Trusted?
29 Jun 2018
Contributed by Lukas
Tune in to this week's episode of The Money Guy Show as we discuss the sport of timing the market and what investors need to keep in mind. While we ma...
The Worst Mistakes You Could Make With Your Money, Part 2
22 Jun 2018
Contributed by Lukas
This week's episode is the second installment of The Worst Mistakes You Could Make With Your Money. Last week, we addressed money mistakes to avoid in...
The Worst Mistakes You Could Make With Your Money
15 Jun 2018
Contributed by Lukas
There is an old saying that goes something like, "Mistakes are the best teachers." And while this is undoubtedly true, perhaps we can all agree that l...
9 Ways To Lower Your Auto Insurance Bill
08 Jun 2018
Contributed by Lukas
If you are interested in lowering your auto insurance bill and monthly premiums, then you'll want to tune in to this week's episode of The Money Guy S...
What Wealthy People Know About Spending Money
01 Jun 2018
Contributed by Lukas
When is it OK to spend money? It's very common for people who prioritize building wealth to shudder at the notion of spending it. After all, we as a t...
Why Americans Are Broke
25 May 2018
Contributed by Lukas
Why are Americans broke? On May 15, 2018, Charles Schwab released their second annual Modern Wealth Index Assessment for 2018. What this report revea...
Why The Tesla Model 3 Is The Best Car This Year!
18 May 2018
Contributed by Lukas
We have an entirely different type of show for you today! Join Brian and Bo as they take you on a trip in Brian's Tesla Model 3. Yes, you heard that r...
What You Need to Know About Whole Life vs. Term Insurance
11 May 2018
Contributed by Lukas
Have you ever wondered if you should buy whole life or term insurance? Tune in to this week's mini-episode of The Money Guy Show as we review the two...
Why Do Stocks Go Up (and Down)?
04 May 2018
Contributed by Lukas
Part of what goes into making smart money choices is understanding your investments, how they work, and what impacts how they perform. That is why we...
Mind-Blowing Benefits of Health Savings Accounts
27 Apr 2018
Contributed by Lukas
Should you have a Health Savings Account (HSA)? Fidelity estimates that people 65 years of age till death will require $275,000 to cover medical car...
Millionaire Habits By Age | How To Become a Millionaire
20 Apr 2018
Contributed by Lukas
In this week's episode of The Money Guy Show, we share the wealth-building habits by age that can put you on the path to Millionaire status. Tune in t...
How to Know if You Should Invest in a Lump Sum or Dollar-Cost-Average
13 Apr 2018
Contributed by Lukas
If you've come into some money, how should you invest it? Lump sum or dollar-cost average? Tune in to this week's episode of The Money Guy Show to fin...
The Truth About Keeping Up with the Joneses
06 Apr 2018
Contributed by Lukas
In this week's installment of The Money Guy Show, we break down how you can inoculate yourself against the temptation to try to keep up with the prove...
How to Maximize Your Charitable Giving Under 2018 Tax Changes
30 Mar 2018
Contributed by Lukas
In this week's episode, we talk about ways you can align your Army of Dollar Bills with a heart of giving. Being generous and minimizing your taxes ca...
How to Get the Most from Your Rewards Credit Cards
23 Mar 2018
Contributed by Lukas
Credit cards, if used responsibly, can be a great financial tool to help your Army of Dollar Bills go further for the purchases you make. It's been qu...
Unbelievably Useful Tips for Buying Mutual Funds
16 Mar 2018
Contributed by Lukas
Mutual funds. Many people use them as part of their long-term investment strategy, but how do you pick which mutual fund is right for you? Don't mis...
Warren Buffett's Top Investing Strategies | Annual Letter Highlights
09 Mar 2018
Contributed by Lukas
For anyone who has listened to The Money Guy Show for a while, you know how much we love our annual tradition of reviewing Warren Buffett's yearly let...
How to Win with Passive Investing Right Now
02 Mar 2018
Contributed by Lukas
How do you design a portfolio to meet your financial goals? We share the difference between active versus passive investing strategies, and which one ...
Beware of These Mistakes When Buying and Selling a Home
23 Feb 2018
Contributed by Lukas
In this week's episode of The Money Guy Show, we dig into the painstaking details of buying and selling a home. We share the biggest mistakes to avoid...
6 Reasons Why Dave Grohl Is a Financial Rock Star
16 Feb 2018
Contributed by Lukas
Dave Grohl is not only a rock star in the music industry but he's also one with his finances. Here are the six reasons why Dave Grohl is a financial r...
What to Do When the Stock Market Get Scary
09 Feb 2018
Contributed by Lukas
The week of February 5, 2018, has been an interesting week for the markets. The market got spooked, and so did many investors. Tune into this week's ...
Bitcoin: Informative Insights for Potential Investors
02 Feb 2018
Contributed by Lukas
Join us for this very special extra-installment of The Money Guy Show. We not only offer our views on this new form of currency, but we unpack where w...
Changing Jobs? Here Are Your Options for Your 401(k)
26 Jan 2018
Contributed by Lukas
With the average person now holding 11.7 jobs over the course of his or her career, according to the Bureau of Labor Statistics, there is a good chanc...
Vision Planning In 2018: How To Set (and Keep) Financial Goals
12 Jan 2018
Contributed by Lukas
Tune in to this week's show to learn the 7 Steps to developing a Vision Plan for your future. The last thing anyone wants is to find out they don't h...
The GOP Tax Plan: What Does it Mean For Your Tax Bill?
29 Dec 2017
Contributed by Lukas
With the Tax Cuts and Jobs Act of 2017 (TCJA) taking effect on January 1, most people are wondering what the GOP tax plan means for them specifically....
How to Buy A New Car From A Dealer
15 Dec 2017
Contributed by Lukas
When you have exercised forced scarcity and been disciplined with your finances, there often comes a point in your life where you go from being a "tig...
The Definition of Wealth
01 Dec 2017
Contributed by Lukas
What is wealthy? We define what it means to be wealthy relative to your peers at every age and stage of life in this latest episode of The Money Guy S...
How to Navigate Hiring a Financial Planner
17 Nov 2017
Contributed by Lukas
Navigating your personal finances can be complicated enough. Finding the right type of financial professional for your needs can be a little easier wh...
The Ultimate Guide to 529 Plans: What Every Parent Needs to Know
03 Nov 2017
Contributed by Lukas
We address many of the important questions parents have about how they should save toward their children's future education costs. Which tools are ava...
Financial Decisions That Will Terrify You
20 Oct 2017
Contributed by Lukas
In this special Halloween episode of The Money Guy Show, we share financial decisions that will terrify you! Tune in as we discuss 6 BIG BAD SCARY FI...
6 Types of Insurance That Can Keep You Out of Trouble
06 Oct 2017
Contributed by Lukas
Tune in to this week's episode of The Money Guy Show to learn about the types of insurances you need - and don't need - to keep yourself out of troubl...
Equifax Data Breach: What You Need to Know
22 Sep 2017
Contributed by Lukas
If one of the three major credit reporting agencies can be hacked, is any of our information really safe? Tune in to this week's episode of The Money...
Financial Advice for Teenagers: Ways to Win With Money!
08 Sep 2017
Contributed by Lukas
In this week's episode of The Money Guy Show, we tackle the money concepts we think are important to start mastering as a teenager. Having winning fin...
Don’t Let These Obstacles Ruin Your Retirement
25 Aug 2017
Contributed by Lukas
Knowing what obstacles may try to come between you and your retirement can help ensure you are able to avoid and overcome them. Learn more about your ...
What You Need to Know About Using Retirement Funds Early
11 Aug 2017
Contributed by Lukas
If you ever wondered what would happen if you dipped into your retirement savings before turning fifty-nine and half years old, this episode is for yo...
Do This With Your Money to Live Like No One Else
28 Jul 2017
Contributed by Lukas
Knowing how to prioritize your money is what we talk about in this week's episode of The Money Guy Show. We share some simple guidelines that will bet...
The Zombie Effect: How to Escape The Walking Debt
14 Jul 2017
Contributed by Lukas
You don't have to be a die-hard The Walking Dead fan to appreciate the allusion for this week's podcast. As financial advisors, we can draw parallels ...
11 Hallmark Signs You’re a Financial Success
30 Jun 2017
Contributed by Lukas
Do you exhibit these hallmark signs of being a financial rock star? Chances are that most, if not all, of these signs look familiar to you. But are yo...
How to Win Friends and Influence Your Wallet
16 Jun 2017
Contributed by Lukas
In this episode of The Money Guy Show, we're sharing the super-hero skill set you need to effectively complain to come out ahead economically. We also...
How to Know If Your Financial Advisor is Working Against You
02 Jun 2017
Contributed by Lukas
In this episode of The Money Guy Show, we walk you through five red flag warnings that your financial advisor may not be representing your best intere...
The 1 Thing You Need to Do to Build Financial Independence
19 May 2017
Contributed by Lukas
Ever wonder if there was one thing in particular you could do that would truly help you build financial independence? While we share this simple conce...
How to Avoid Becoming a Miserable Financial Miser
05 May 2017
Contributed by Lukas
Don’t become an asset hoarder that distorts the benefits of being financially responsible. Learn more about your ad choices. Visit megaphone.fm/adch...
How to Take the ‘Wealth’ Less Traveled: Insights on Success & Pursuing Your Passion
21 Apr 2017
Contributed by Lukas
What would it take for you to step outside your comfort zone, to take a risk and pursue your dreams? In this episode, we give you the benefit of our e...