Money Guy Show

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 when designing investment portfolios. The guys give...

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 lending standards for personal loans, as a result, pe...

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 provide you with alternative methods to identity secu...

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 and Bo cover what you need to know and when it make...

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 an advocate for your wallet by constantly looking...

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 not matter the market the conditions, he always h...

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 constant battle among investors and advisors about thei...

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 tips when filing your return. We cover some topics ...

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 a pipe burst in his home and experienced pretty s...

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 show is to stick to what works. We are not going t...

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 Bo cover donor advised funds as well as some cool ...

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 moments in his life so far and shares his thoughts...

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. They cover everything from playing the odds to kno...

Code Red

01 Nov 2013

Contributed by Lukas

This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key when investing, especial...

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 Consumer Reports and share our thoughts and perspecti...

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 leasing a car. Over the years we have developed a syst...

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 through his iPod and iTunes to find a list of son...

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 investments inside it. Brian and Bo examine two articles: ...

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 are in financially. This topic affects everyone dif...

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 into the nitty gritty of peer to peer lending, as we...

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 portfolio. They share historical numbers and some gr...

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. They look into asset classes from Fixed Income to ...

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 track throughout your financial marathon. They hi...

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 changed. Bo sees how far off his predictions were ...

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 marriage. From there Brian and Bo replay last year’...

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 been fielding a number of questions over the past ...

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 challenge to believe in yourself. While on vacation la...

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 different emails, one from someone beginning their finan...

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 about investing. During crisis times, there is a lot ...

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 difference in these options is the fees that you wil...

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. These mistakes are some of our best learning moment...

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. However, there are other keys to working this plan,...

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 financial plan. Rates can be very affordable, even for pe...

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 by mahogany and crown moldings the only choice. Som...

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 receiving your email questions and always enjoy whe...

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 went into it. With our New Year's resolutions rig...

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 channel has been playing nonstop (we are using the ...

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 should have! With the end of the year quickly app...

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 Republicans are currently deeply divided. With the v...

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 education. We have done shows in the past about the...

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 to you. We started this podcast because we have a...

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 is fascination with the negativity surrounding al...

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 of our most popular shows to date, so today we ar...

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 are actually patterns that successful people follow ...

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 being patient? In today's show, we share some data th...

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-founded Pacific Investment Management and runs the wor...

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 we are looking at going forward. At the end of each...

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 not paying) off your mortgage. In today’s show, we...

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 well done. However, every time you turn around, th...

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. With a long-term outlook, though, it is important to...

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 tips and products to help you protect your privacy....

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 date quickly approaching, we focus today's show on ...

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 a hot and heavy topic around our office. We feel ...

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 rookie investment choices that cost them dearly. But M...

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 still be a winner of life's lottery without hitting t...

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 experienced a large amount of success in life. Based ...

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 Buffett’s annual letter to the shareholders of Berk...

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 make your 2012 tax preparation as seamless as possib...

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, this week's episode is not light and jovial as many...

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's podcast focuses on the importance of asset locat...

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 very excited to share our thoughts on the economic ...

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 2011, it has been tempting to get caught up in ne...

Portfolio Perseverance

02 Dec 2011

Contributed by Lukas

With market fluctuations and continuous financial volatility, many are tempted to give up on investing altogether. The anxiety and fear that come alon...

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 make sure you have everything you need to get the ...

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 financial success. At the same time, choosing the righ...

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 about Herman Cain’s 9-9-9 plan. In today’s show, w...

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 covers a variety of topics including Netflix, becoming ...

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 seasoned investor or just starting out, there are some ...

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 job, finds their soul mate, or wins the jackpot, we ...

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 at the ways you can trim spending on a small scal...

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 gloom and focuses on something we could all probabl...

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 Myths”. Because we received so much great feedback, ...

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 am walking around with a target on my back... Lea...

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 sources of inspiration and this week, it happened ...

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 times, they make sense for those of us who are too ...

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 informed decision, and never thinking about it again?...

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 announced that the Class of 2011 will graduate with more d...

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 to do a follow-up… Learn more about your ad choic...

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 President Obama’s bipartisan debt panel solutio...

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 money.” These are the famous words and unsound tax a...

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 podcast is meant to remind our devoted listeners, an...

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 release of Warren Buffett’s annual message to th...

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 cringing at the checkout line over the impact on our wa...

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 when the waters are muddied. Therefore, many indiv...

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 of modern day economic "prophets", but it isn't t...

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, with the New Year, comes a re-vamp for the Money-...

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 could probably even say that the frequency at whi...

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 upon us. This is one of my absolute favorite days...

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 a topic that affects every man, woman, and child ...

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, "Money 101" takes me back to a high school Economic...

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 'The 2009 Stimulus'". Now that we have had a decent...

“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, history appears to repeat itself. No, not in the ...

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 Bo take the lead. I asked him to come up with a to...

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 show this week. The reason is, well, because someti...

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 with being in a car accident. Of course the safety a...

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 all of the changes, or potential changes, heading ...

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 their financial houses in order from the very begi...

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 market was doing poorly, but then you could make e...

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 bouncing all over the place, is there actually a w...

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 deteriorates, there is an oil spill that can't be stopped, a...