Money Guy Show
Episodes
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...
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 tax-related for a while. But just because you’ve...
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 perhaps what was more shocking than his untimely ...
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 process? You're not alone in asking this ques...
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 in today's episode, as we answer questions from mem...
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, and more IRA options, it’s easy to get confused....
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 from achieving financial success. It's knowing what t...
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? Traditionally, financial planning as a profession has lacked...
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 that have the potential to completely change the traj...
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 financial goals. But there may be ways to enjoy al...
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’s been an incredible decade of sharing this podcas...
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 of 2016. Whether you just started your financial ...
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 you want to improve your financial health or focus...
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 financial world fired up. We're sharing the truth abo...
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 you can take to have a successful 2016. If you’v...
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 include your spouse in all financial decisions? Does y...
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 take advantage of sales year-round -- and not just...
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 mutual fund a while ago, and now you’re not sure what...
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 episode of The Money-Guy Show, Brian and Bo cover 5 im...
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? Cash may not be as exciting as smart investments, ...
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 Betterment, Jon Stein. Brian and Jon talk about everyt...
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-releasing a past show that covered the importance ...
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 tricky. Don't fall victim to financial arguments, m...
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, “baller.” Unfortunately, this is very different fro...
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 from way back in 2013. He takes the 7 principles in T...
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 investments, is a bad idea. How can we push our emotions as...
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 ahead for the cost of college -- and how to do so....
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 big life milestones with the leaders of Tightwad Na...
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 episode covered the arguments for and against both r...
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. Because of this, Brian and Bo took the opportunit...
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 necessary to achieve this big goal? On this episode of The...
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-Guy Show explains how in this episode. Brian and Bo ...
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 going down: Brian and Bo cover the 2015 Berkshire H...
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. Stanley, co-author of the popular personal finance boo...
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 planning: “Should I take a lump sum payment, or a...
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 know what life is going to throw at us next. So how...
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're showing you how easy it is to get started by b...
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, your experience, and the way you view your money a...
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 financial professional -- be it a tax preparer, insur...
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 success in 2015. You can change your life in the ...
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’s never too early (or too late!) to take smart ...
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, Tightwad Nation. The guys discuss this retail "holiday" ...
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 to the podcast together! -- and are taking it on fo...
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 they start trying to develop an emotional frenzy. Whe...
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. They also discuss when it makes sense to be a tight...
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 to correct or avoid making the same mistakes yourse...
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 place in more and more portfolios. The funds are typ...
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 across varying career and life stages. The guys also...
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. The guys share sites to help save you money shop...
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 cons that DCA presents. The Dollar Cost Averaging st...
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 participating in the housing market. The guys even ...
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 purchase your dream home? Brian and Bo give you their ...
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 success relates to the risks you take. He covers ...
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 true that saving the first $100,000 is the hardest...
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 features that are available in your 401k. The motiv...
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...