Addicted to Saving
28 Sep 2012
Contributed by Lukas
America is a country that is addicted to addiction. From Oprah to Dr. Phil, everywhere we turn there...
Bringin’ Simple Back…Again!
13 Sep 2012
Contributed by Lukas
That’s right. We’re bringin’ simple back...again! Our 2009 show, Bringin' Simple Back, was one...
Setting Yourself Up For Success
31 Aug 2012
Contributed by Lukas
Truly successful people are those who consistently do well in many different areas of life. There ar...
Back to Basics: The Power of Patience
20 Aug 2012
Contributed by Lukas
We have all heard that patience is a virtue. But did you know that you can actually get paid for bei...
A Gross Misconception
03 Aug 2012
Contributed by Lukas
Bill Gross is someone we respect greatly and we have been following his career for years. He co-foun...
2nd Quarter Wrap-Up
20 Jul 2012
Contributed by Lukas
The year is halfway over and it's time for us to share our reflections of the year so far and what w...
Mortgage Rates, Refinancing, and Everything Real Estate
06 Jul 2012
Contributed by Lukas
With mortgage rates at record lows, a trending topic is refinancing and strategies for paying (or no...
Tipping Tips
22 Jun 2012
Contributed by Lukas
Tipping someone for the service they are providing is meant to be a token of appreciation for a job ...
Timeless Tips and Tax Advice
07 Jun 2012
Contributed by Lukas
Many investors are looking for a hot, flavor-of-the-week investment tactic to bring them success. Wi...
Protecting Your Identity
24 May 2012
Contributed by Lukas
The number of identity theft cases continues to The June 2012 Consumer Reports Magazine focused on t...
Facebook IPO Friend Request…Should You Accept?
11 May 2012
Contributed by Lukas
The trending topic in the investment world is the fact that Facebook is going public. With the IPO d...
Love and Marriage…and Finances
27 Apr 2012
Contributed by Lukas
As many of you know, Bo is getting married in less than two months, so his upcoming wedding has been...
Above-Average Shopping and Investing
13 Apr 2012
Contributed by Lukas
The average shopper may blindly pay retail price for their goods. The average investor may make rook...
How to Win Life’s Lottery
30 Mar 2012
Contributed by Lukas
It seems that lottery fever is sweeping the nation, so today we give our thoughts on how you can sti...
Keys to Success
16 Mar 2012
Contributed by Lukas
In running a wealth management practice, we have the privilege to work with individuals who have exp...
Berkshire Letter to Shareholders
02 Mar 2012
Contributed by Lukas
It's Warren Buffett Time! For a lot of us self-proclaimed nerds out there, the release of Warren Buf...
Tax Season 2012
17 Feb 2012
Contributed by Lukas
It's that time of year again! Tax season is upon us, and in today's show we focus on some tips to ma...
Preparing For the Unknown
03 Feb 2012
Contributed by Lukas
As is so often the case, this show was inspired by actual life events taking place. Unfortunately, t...
Asset Location
20 Jan 2012
Contributed by Lukas
In past shows, we have often covered the topic of proper asset allocation when investing, but today'...
2012: A Brand New Year
06 Jan 2012
Contributed by Lukas
Happy New Year from the Money-Guy team! It is great to be back after our holiday break, and we are v...
Block the Noise and Start Winning
16 Dec 2011
Contributed by Lukas
The Christmas spirit has taken over and we have been excited all week here at the Money-Guy Show. In...
Portfolio Perseverance
02 Dec 2011
Contributed by Lukas
With market fluctuations and continuous financial volatility, many are tempted to give up on investi...
Black Friday 2011
11 Nov 2011
Contributed by Lukas
It's that time of year again...Black Friday is just around the corner, and the Money-Guy is here to ...
Knowing When to Go Pro
28 Oct 2011
Contributed by Lukas
Hiring a professional financial planner could possibly be the key that unlocks the door to your fina...
The Money-Guy’s Take on 9-9-9
14 Oct 2011
Contributed by Lukas
Everyone’s gearing up for Election 2012 and recently, there has been a lot of talk and debate abou...
Netflix, Millionaires, and Operation Twist
30 Sep 2011
Contributed by Lukas
There have been a lot of things going on here lately at the Money-Guy Show, so today's podcast cover...
Mutual Fund Mastery
16 Sep 2011
Contributed by Lukas
Mutual fund investing is one of the easiest ways to get into the market. But whether you are a seaso...
How to Identify Opportunities (And Make Your Own Luck)
02 Sep 2011
Contributed by Lukas
Often times in life, we associate the successes of others with luck. If someone lands the perfect jo...
Utility Tips and Service Savings
19 Aug 2011
Contributed by Lukas
Whenever we get into these times of economic turmoil, it is always a good idea to step back and look...
The Money-Guy Getaway
05 Aug 2011
Contributed by Lukas
In the midst of a crazy week in our economy, today’s podcast takes a step back from the doom and g...
Millionaire Myth Follow-Up
20 Jul 2011
Contributed by Lukas
It seems that we struck a chord with our last show, “Jet Owners, Ogres, and Other Millionaire Myth...
Jet Owners, Ogres, and Other Millionaire Myths
08 Jul 2011
Contributed by Lukas
It is difficult, as you can imagine, to be a small business owner who feels like, at least lately, I...
Is Investing in Rental Property a Game Worth Playing?
24 Jun 2011
Contributed by Lukas
I’ve told you guys before that this show is a truly organic process. The topics come from various ...
If You Can’t Stand the Heat…Buy a Home Warranty?
10 Jun 2011
Contributed by Lukas
Home warranties are most commonly associated with the acts of buying or selling a house. But often t...
How Rewarding Are Your Rewards?
27 May 2011
Contributed by Lukas
Wouldn’t it be nice if choosing a credit card were as simple as doing some research, making an inf...
The Money-Guy 2011 Commencement Address
13 May 2011
Contributed by Lukas
With graduation rapidly approaching for many college students, The Wall Street Journal just announce...
The Money-Guy Tax Plan: Part II
29 Apr 2011
Contributed by Lukas
That’s right…our last show, “The Money-Guy Tax Plan”, sparked so many comments, we decided t...
The Money-Guy Tax Plan
15 Apr 2011
Contributed by Lukas
You’ve heard solutions from the right. You’ve heard solutions from the left. You’ve even heard...
Tax Cheats and How to Stay Out of Trouble
01 Apr 2011
Contributed by Lukas
“The income tax law is a lot of bunk. The government can’t collect legal taxes from illegal mone...
Asset Allocation: What to Think About
18 Mar 2011
Contributed by Lukas
Today, we are going back to the basics and talking about the importance of asset allocation. This po...
2010 Berkshire Letter to Shareholders
04 Mar 2011
Contributed by Lukas
Today’s show is an exciting one for all of us self-proclaimed nerds. After anxiously awaiting the ...
Cut, Click, or Charge… Guidance from Grocery Gurus
18 Feb 2011
Contributed by Lukas
Let’s face it-groceries are a necessity for all of us, but more often than not, we’re left cring...
Alphabet Soup and Disney
02 Feb 2011
Contributed by Lukas
In this day and age, it is hard to navigate the financial landscape. It becomes even more difficult ...
I May Not Always be Right…
21 Jan 2011
Contributed by Lukas
...but I'm never wrong! Or at least that is how the old adage goes. This may not be the exact mantra...
Never Run Out of Money…
07 Jan 2011
Contributed by Lukas
Boy does it feel good to be back! The holidays always seem to throw off our schedule just a bit but,...
Certainly Uncertain
13 Dec 2010
Contributed by Lukas
As is usually the case, the holiday season has caused our bi-weekly schedule to be slightly off. You...
Black Friday!!!
12 Nov 2010
Contributed by Lukas
That's right! It's that time of year again. I think the name probably says it all... Black Friday is...
HRA, HSA, and a Little History of Insurance
29 Oct 2010
Contributed by Lukas
Today's show is very timely considering how much health insurance has been in the news lately. It is...
Back to Basics and Email Responses
18 Oct 2010
Contributed by Lukas
Today's show is a bit of a reset. Every now and then, it is good to get back to Money 101. For me, "...
College Savings ‘Making the Grade’
04 Oct 2010
Contributed by Lukas
Today's show is a follow-up to a show we did back in February 2009 titled "529 College Savings and '...
“American Exceptionalism”: Voices From the Past
20 Sep 2010
Contributed by Lukas
It is absolutely amazing the things we can learn from history. Even more amazing is how, very ofter,...
Creative Ways to Save a Few Bucks
03 Sep 2010
Contributed by Lukas
Today's show is kind of unique. Due to all of your positive feedback, I decided to sit back and let ...
My Life: A Case Study
24 Aug 2010
Contributed by Lukas
You have probably noticed that we are slightly off of our 2-week routine of getting you guys a new s...
Prevent Your Car Accident from Becoming a Wreck
06 Aug 2010
Contributed by Lukas
An unfortunate truth is that all of us, most likely, at some point in our lives will have to deal wi...
Taxes, They Are A-Changin’
23 Jul 2010
Contributed by Lukas
To say that 2010 and 2011 are going to be 'unique' tax years would be quite an understatement. With ...
Start Early and Stay Ahead
09 Jul 2010
Contributed by Lukas
We have received a number of emails lately asking what steps can young people take to start getting ...
How Well Do You Know Indexed Annuities?
24 Jun 2010
Contributed by Lukas
What if I told you there was an investment where you had a guaranteed rate of return when the stock ...
Why Volatility Can be Your Friend
11 Jun 2010
Contributed by Lukas
While it comes as no surprise that it is a little harder to sleep at night when the stock market is ...
In Case of Emergency… Listen to This!
28 May 2010
Contributed by Lukas
So we head to Chicago for a conference and the market decides to misbehave! The Euro-Zone deteriorat...
“Those Who Spend Too Much Will Eventually Be Owned by Those Who Are Thrifty”
14 May 2010
Contributed by Lukas
Today's show is about debt, plain and simple. It builds off of two shows we did last year titled "Le...
Don’t Let Buying a Car Drive You Crazy
03 May 2010
Contributed by Lukas
All of us at some point in our lives have bought, or are planning on buying, an automobile. For many...
Cheapskates, Tightwads, and Penny Pinchers
16 Apr 2010
Contributed by Lukas
Today's show is a fun one! With it being the day after tax day, we thought we would do a very light-...
Time For Your Check-Up…
26 Mar 2010
Contributed by Lukas
With all of the media coverage concerning the new health care legislation, it would be easy to focus...
Selecting Tax Efficient Investments
10 Mar 2010
Contributed by Lukas
Today's show was spurred by two things: 1) it's tax time and, therefore, thinking about taxes and ta...
Clear the Clutter
26 Feb 2010
Contributed by Lukas
Today's show is on an issue that we all face, yet not many people know how to handle. It's happened ...
Understanding Unemployment
12 Feb 2010
Contributed by Lukas
Today's show isn't exactly one of those that gives you a warm and fuzzy feeling inside. The topic is...
Roth Conversion: In-Depth Analysis
28 Jan 2010
Contributed by Lukas
Well here it is; we finally did it. You have been writing, calling, and asking for us to explain and...
Happy New Year and A Happy Retirement
12 Jan 2010
Contributed by Lukas
Well, I've missed you guys. We took a few weeks off for the holidays, and I can only hope that absen...
Year-End Clean Up
04 Dec 2009
Contributed by Lukas
As we wind down 2009, what sort of things should you be thinking about? Well, in my life, it seems l...
TGI BLACK FRIDAY!!
20 Nov 2009
Contributed by Lukas
Some people love Christmas or Thanksgiving or maybe New Year's or Valentine's day, but, while I do e...
Health Insurance Making You Sick?
06 Nov 2009
Contributed by Lukas
If you pay attention to any piece of news, you no doubt have heard SOMETHING about health insurance ...
The Tortoise, or the Hare?
28 Oct 2009
Contributed by Lukas
Today's show is on a topic that I feel is very easy to understand, but, for some reason, very often ...
Inflation Concerns…?
16 Oct 2009
Contributed by Lukas
If you watch any piece of news, read any bit of financial commentary (which you probably do since yo...
Credit Card Review
07 Oct 2009
Contributed by Lukas
There was a great article in my November edition of Consumer Reports. The title of the article was T...
Life Changing Events and The Fair Tax
23 Sep 2009
Contributed by Lukas
So it has been about two weeks since our last show and, if you have listened to the most recent show...
I.O.U.S.A. One Nation. Under Stress. In Debt.
04 Sep 2009
Contributed by Lukas
Every so often we stumble across something so moving and so compelling that we feel we MUST share it...
An Heir-Tight IRA
28 Aug 2009
Contributed by Lukas
Today's show is one of those nitty-gritty topics that may not always be the most fun or most excitin...
Bing Double Cash Back
19 Aug 2009
Contributed by Lukas
Bo and I will be traveling to South Carolina for a conference this week, but I didn't want you to be...
When The Going Gets Tough…
12 Aug 2009
Contributed by Lukas
So here we find ourselves. I won't go so far as to say that things feel good, but at least it doesn'...
Free Fixes and ‘Cash For Clunkers’
03 Aug 2009
Contributed by Lukas
Today is a prime example of how quickly things change in our current economic environment! We record...
Why a Roth 401k May be Your Best Bet
25 Jun 2009
Contributed by Lukas
If you have been listening to this show for any length of time at all, you have no doubt heard me si...
Legacy of A Generation… Not the Millionaire Next Door
12 Jun 2009
Contributed by Lukas
Sometimes individuals have those moments where they wake up in the middle of the night, and it hits ...
Bear Bargains, Broker Battles, and Searching for Yields
03 Jun 2009
Contributed by Lukas
This week’s show comes from two of my most favorite newsletters, Consumer Reports’ Money Adviser...
Social Security, Charity Fraud, and Credit Card Deadbeats
22 May 2009
Contributed by Lukas
It’s been a good week around here. We’ve been pretty busy with client and prospect meetings, but...
DCA: Maybe the Most Important Investment Decision You Will Ever Make
13 May 2009
Contributed by Lukas
So once again this week's show topic was inspired by real life events. You would have to be living u...
Is Now the Time to be Taking Risks?
29 Apr 2009
Contributed by Lukas
Even though the economy has shown some signs of life over the last month and a half, I feel it is sa...
How to Build Your Credit
20 Apr 2009
Contributed by Lukas
As many of you are aware, I have been harping on how low mortgage rates have been over the past few ...
Mutual Fund Screeners
04 Apr 2009
Contributed by Lukas
So here you are. You have been listening to the show for a while. You understand efficient markets. ...
Stewart vs. Cramer and Real Estate Update
19 Mar 2009
Contributed by Lukas
You couldn't turn to a major network or listen to a major broadcast in the past week without hearing...
Buyer Protection, Listener Emails, and Economic Research
05 Mar 2009
Contributed by Lukas
In trying times, it isn't enough to just be an intelligent investor. To truly get your financial hou...
529 College Savings and ‘The 2009 Stimulus’
20 Feb 2009
Contributed by Lukas
Today’s show is brimming with information. In the first half of the show, I share a research study...
Money Guy Q and A… Year of the ‘Re’ Take 2
05 Feb 2009
Contributed by Lukas
Today’s show is a hodge-podge of information. You guys have been instrumental in providing me with...
Bringin’ Simple Back
23 Jan 2009
Contributed by Lukas
That’s right. We’re bringin’ simple back. 2008 provided us with a wonderful opportunity to ste...
Year of the ‘Re’ – Refinance and Rebalance
16 Jan 2009
Contributed by Lukas
Well, so far the beginning of 2009 has felt quite similar to the last part of 2008. That, however, d...
Protecting Yourself From Fraud
08 Jan 2009
Contributed by Lukas
As if the financial markets weren’t scary enough in 2008, here comes the story of a snake who deci...
Closing Out 2008 with a Challenge and Books
16 Dec 2008
Contributed by Lukas
A 2009 Challenge: 2008 is coming to a close and this is the time of the year where we start planning...
Unusual Times require Creative Solutions
21 Nov 2008
Contributed by Lukas
Next week is Thanksgiving. Thanksgiving is a great time to catch-up with friends and family, but I...
little money = BIG DEALS!
14 Nov 2008
Contributed by Lukas
With all of the doom and gloom in the financial markets right now, surely you are asking: why in the...
Life Insurance 101
05 Nov 2008
Contributed by Lukas
Life insurance is one of the most controversial and, in my opinion, convoluted personal finance topi...
Time to Buy? Buffett vs Cramer
24 Oct 2008
Contributed by Lukas
We have been riding this wave of volatility long enough that 7%-9% market swings do not have the sam...