Money Guy Show

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...

Ways to Tackle Education Planning as Life Happens

07 Apr 2017

Contributed by Lukas

In this week's episode of The Money Guy Show, we talk about all the ways you can plan for your child's education and which tools will be most flexible...

The Best Investment That Only 20% of Investors Have

25 Mar 2017

Contributed by Lukas

Prepare to get a little nerdy with us as we dissect index funds, and why they are the best investment that only 20% of investors have. Learn more abou...

How to Win in Finance Like Warren Buffett

10 Mar 2017

Contributed by Lukas

Tune in to hear us share ways you can win in finance like Warren Buffett. We'll explore the traits and behaviors that have made him such a financial s...

10 Huge Tax Mistakes You Don’t Want To Make

24 Feb 2017

Contributed by Lukas

With over two decades of tax preparation experience, this Money Guy Show episode shares tax preparation tips that you've probably never heard of befor...

What to Do With Your Retirement Assets When You Change Jobs (or Retire)

10 Feb 2017

Contributed by Lukas

In this week's episode of The Money Guy Show, we let you know how to assess the options for your money when you change jobs, or retire, and what you s...

Eyebrow-Raising Facts About How the Top 1 Percent Manages Wealth

28 Jan 2017

Contributed by Lukas

Ever wonder what is considered the top 1 percent of income earners in the United States? Or how they wind up managing their wealth differently from th...

Setting the Amount You Need for Retirement the Right Way

13 Jan 2017

Contributed by Lukas

It's the beginning of a New Year and you may be wondering if you're doing everything you should be doing right now in order to secure enough money for...

How to Build a Better Retirement in 2017

31 Dec 2016

Contributed by Lukas

It's the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward to opportunities that are going to best help you reach y...

Ways to Overcome Investment Analysis Paralysis

16 Dec 2016

Contributed by Lukas

If you've been watching the markets these last several weeks, you may be wondering what you should be doing with your investments. Rest easy, because ...

3 Ways to Understand Your Money Mindset

02 Dec 2016

Contributed by Lukas

If you're wondering how to create a money mindset that leads to financial success, this is the show for you. In this episode we walk you through the t...

How to Be a Retail Rambo this Black Friday

18 Nov 2016

Contributed by Lukas

Black Friday is coming and we want to prepare our listeners to be judicious spenders and maximize your hard earned dollars this holiday shopping seaso...

How to Survive and Thrive Financially From This Year’s Presidential Election

04 Nov 2016

Contributed by Lukas

This year's presidential election has a lot of investors on edge over what the outcome will mean to their bottom line. That's why in this week's episo...

Maximizing the Magic: All the Ways You Can Save Money at Walt Disney World

21 Oct 2016

Contributed by Lukas

In this episode of The Money Guy Show, we have compiled a list of tips and tricks that will help you stretch your wallet and maximize your time when y...

How to Leverage Fear for Financial Opportunity

07 Oct 2016

Contributed by Lukas

Everyone has fears. It's what you do with fear that determines whether or not you will allow it to help you or hurt you. In this episode of The Money ...

3 Steps You Can Take So You Don’t Screw Up Your Portfolio

23 Sep 2016

Contributed by Lukas

There are a series of things you can do in order to set yourself up for financial success. Likewise, there are a set of things that maybe you're not d...

The Best Money Advice You’ve Ever Received

09 Sep 2016

Contributed by Lukas

Have you ever stopped to think about what the best money advice you've ever received was? It's quite the loaded question that takes a little contempla...

I Wish I Knew Then What I Know Now About Building Wealth

26 Aug 2016

Contributed by Lukas

In this episode of The Money Guy Show, Brian and Bo discuss the five biggest tips the future wealthy you would want you to know right now about buildi...

Everything You Never Thought You Needed to Know About Health Savings Accounts

12 Aug 2016

Contributed by Lukas

In our latest installment of The Money Guy Show, we're tackling the wild topic of Health Savings Accounts. Now, upon first hearing the words "health s...

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 get to travel and enjoy the fruit of your hard wor...

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 with disabilities. Brian shares his personal experi...

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 subsequent market volatility. The guys also talk through t...

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 within the financial advisory world that we have be...

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 behaviors. A large part of becoming better and mo...