Activity Overview
Episode publication activity over the past year
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...
Thanksgiving is Around the Corner: Time to Harvest
15 Oct 2008
Contributed by Lukas
Last show we talked about the silver lining of a financial crisis. This week I talk about the specia...
The Silver Lining of a Financial Crisis
01 Oct 2008
Contributed by Lukas
What a week! Actually, what a past couple of weeks! Obviously, it wouldn’t be too hard to harp on ...
News Nightmares & Bank Debacles
16 Sep 2008
Contributed by Lukas
So this is the question of the hour: What is going on? Or maybe the better question is: What got us ...
Cheese Grits, College Savings, Black Holes, and HELOCs
09 Sep 2008
Contributed by Lukas
For most parents, saving for their child’s education is always a priority. With the volatility and...
Tax Smart and Creative Ways to Better the World
27 Aug 2008
Contributed by Lukas
In tight economic times charities are often hit with increasing needs from the individuals who requi...
Fairy-Tale Foreclosure, How a Planner Works, and Dark Knight Review
12 Aug 2008
Contributed by Lukas
Today’s show is a grab-bag of goodies. If you keep up with pop-culture, you’ve probably come acr...
Brian Preston’s Guide to Selecting Mutual Funds
31 Jul 2008
Contributed by Lukas
The mutual fund universe is larger than ever and there are no signs of it slowing down. With more fu...
Liz Weston – Loaded Celebrity Interview
23 Jul 2008
Contributed by Lukas
We have a special treat for you on this installment of the Money Guy Show! I usually don’t have gu...
Protecting Yourself: Banking System Under Stress
20 Jul 2008
Contributed by Lukas
Our banking system’s clearly under a lot of stress at the moment. Coming off a decade of aggressiv...
Navigating Stormy Economic Waters
10 Jul 2008
Contributed by Lukas
Pick your economic worry — there’s more than enough to go around: mortgage crisis? faltering U.S...
Are Tax-Deferred Savings a Ticking Time Bomb?
25 Jun 2008
Contributed by Lukas
"If Thomas Jefferson thought taxation without representation was bad, he should see how it is with r...
Father’s Day 2008: Teaching Children About Money
19 Jun 2008
Contributed by Lukas
"Any man can be a father, but it takes a special person to be a Dad." – Anonymous Since we celebra...
Rethinking Life’s Necessities, Wants, and Wishes
10 Jun 2008
Contributed by Lukas
I think a lot about our culture and how the virtues of frugality and simplicity seem to have been fo...
William Shakespeare on Trust and Financial Planners
30 May 2008
Contributed by Lukas
Professional financial planning is built on a foundation of trust. You entrust not just your money b...
Dave Ramsey: Financial Planning Guru … or Charlatan?
20 May 2008
Contributed by Lukas
Love him or not, Dave Ramsey is a financial planning phenomenon. Consider his popularity: Ramsey’s...
12 Investment Mistakes Couples Make
13 May 2008
Contributed by Lukas
Through my years as a financial planner, I’ve worked with a lot of couples and, unfortunately, see...
The Price of Security – Immediate Annuities
06 May 2008
Contributed by Lukas
Money-Guy 05-05-2008 With recent stock market ups and downs, immediate annuities are attracting atte...
Finding a ‘Fiduciary’ Planner in a Sea of Snakes
29 Apr 2008
Contributed by Lukas
Being a financial planner myself, I loved an article that The New York Times featured over the weeke...
Dateline and Equity-Indexed Annuities
22 Apr 2008
Contributed by Lukas
Chris Hansen from Dateline NBC devoted an entire hour on April 13, 2008 to the topic of equity-index...
An Inconvenient Truth (About Cash)
16 Apr 2008
Contributed by Lukas
If I told you about a popular investment product that was yielding 40% less than it did last year, y...
Recession and the First Quarter 2008 – Avoiding Advisers Who Push Risky Products
08 Apr 2008
Contributed by Lukas
I’m short on notes today, but heavy on great information in the audio of the show. I first provide...
Prioritize Retirement Savings and Where to Invest Cash
31 Mar 2008
Contributed by Lukas
We’re currently in the final weeks of tax preparation season. As many of you know, I do just enoug...
Auto Accidents – Dealing with Insurance Companies
24 Mar 2008
Contributed by Lukas
After you’ve been in an auto accident, you count your ten fingers and ten toes. Then, the stress s...
Fear, Financial Markets, and Your Money
18 Mar 2008
Contributed by Lukas
I’m a day late with this post because I spent most of yesterday fielding concerned phone calls and...
Buffett Time – 2007 Annual Shareholders Letter
10 Mar 2008
Contributed by Lukas
If you’ve reviewed the Money Guy site recently, you’ve probably noticed that we added a fun "wid...
$200 a Month with a Few Phone Calls
03 Mar 2008
Contributed by Lukas
Money-Guy 03-03-2008 In this week’s show, I help you find $200 a month by just calling your "Ungra...
Creating a Retirement Withdrawal Plan
25 Feb 2008
Contributed by Lukas
I talk about the need to save for retirement all the time on the Money Guy Show. However, I have not...
Time and Money: It can be your best friend
18 Feb 2008
Contributed by Lukas
I was asked to write a guest post for fivecentnickel.com that will be posted while nickel is on vaca...
Should You Prepay Your Mortgage and Mutual Fund Opportunities
11 Feb 2008
Contributed by Lukas
Have you ever wondered if you should prepay your mortgage? In today's show I give you the informatio...
Nuts and Bolts of Obtaining a Mortgage and How to Cut Closing Costs
04 Feb 2008
Contributed by Lukas
January is officially history and there was a tremendous amount of volatility. On today's show I sha...
Stimulus Package, Tax Preparation Discussion, and IRA Rollovers
28 Jan 2008
Contributed by Lukas
We are covering: Details of the Government’s bipartisan economic stimulus program “How to drive ...
Dealing with an Uncertain Market, US Credit under Fire, and What does $900 Gold Mean?
21 Jan 2008
Contributed by Lukas
If you need proof that this broad sell-off is nothing new then read an article that I wrote back in ...
2008 Financial Resolutions and How Not to Have a 1987 Portfolio
07 Jan 2008
Contributed by Lukas
A new year can represent a fresh start for many. I know that many out there have made financial reso...
Money and Your Brain, AMT Update
22 Dec 2007
Contributed by Lukas
The emotions that your brain creates can lead to disaster if you do not know how to recognize where ...
GA Education Update, Financial Leftovers, and Sex, Drugs & Hedge Funds?!
17 Dec 2007
Contributed by Lukas
If you are a Georgia listener then Christmas has come early this year. As of December 11th the GA 52...
Mortgage Plan Review, E-Commerce Booming, and Candidates Take on Social Security
10 Dec 2007
Contributed by Lukas
Current events are impacting the world of personal finance and the financial markets. Many of you ha...
The Economy, “Free” credit reports, and Improving Your 401k
03 Dec 2007
Contributed by Lukas
The White House lowers ’08 economic forecast (click here for more information) October foreclosur...
Capital Gains, Mortgages, and Retire Early but Beware
19 Nov 2007
Contributed by Lukas
Capital Gains Looming Once Again by David Hoffman with Investment News… Investment News is an in...
Year End Taxes & Investments, Auto Insurance Savings, & Variable Annuities
12 Nov 2007
Contributed by Lukas
On today’s show we discuss: 1st Segment includes information on what you need to look at with you...
Great Personal Finance Advice, Are Credit Cards Evil, and the Wealth Spectrum
05 Nov 2007
Contributed by Lukas
Defending credit card companies is hard to do because they do have quite a few practices that are do...
Roth 401k, Financial Records to Keep, and Social Security
29 Oct 2007
Contributed by Lukas
"Should You Be Investing In the Roth 401(k)?" – I have received several emails from listeners aski...
Pizza and Other Financial Leftovers
22 Oct 2007
Contributed by Lukas
The Securities and Exchange Commission (SEC) called last week and let me know that they were stoppin...
College Planning & Savings
08 Oct 2007
Contributed by Lukas
Points of Consideration for Education Planning Many of you have written to ask that I provide some g...
Asset Allocation Basics
01 Oct 2007
Contributed by Lukas
Terms needed to understand asset allocation: Domestic Stocks = US Companies Market Capitalization o...
Mastering the World of Investing
24 Sep 2007
Contributed by Lukas
Basic Definitions Diversification: The idea of spreading out your money across many different types...
Retirement In Crisis – Update
17 Sep 2007
Contributed by Lukas
The focus of the program is on the changing retirement landscape. 1974 Retirement Funding: 11% Empl...
Simple Advice for Your Finances
10 Sep 2007
Contributed by Lukas
The most important concept that determines how financially successful an individual/family is going ...
Financial Devastation Through Debt
27 Aug 2007
Contributed by Lukas
I personally make use of both credit cards and the large sum of equity that I have in my personal re...
Act Rich and Protect Yourself from a Down Market
10 Aug 2007
Contributed by Lukas
the benefits of using Long/Short Funds. A long/short fund takes advantage of a technique that m...
Attn. Small Business Owners… A Legal Way to hide money from the Tax Man
27 Jul 2007
Contributed by Lukas
I have spent the last two weeks preparing for the IRS. Unfortunately, I still do a small number of b...
Are You On the Road to Wealth and Independence?
13 Jul 2007
Contributed by Lukas
I’m a straight talker, so please don’t hate me for a harsh, but true statement: when people are ...
The 30 Minute Financial Plan
29 Jun 2007
Contributed by Lukas
A quick review of your financial health is today’s topic. I am taking a brief break from talki...
How to Choose Mutual Funds
15 Jun 2007
Contributed by Lukas
First you guys need to know my thoughts on what is known as Efficient Market Theory Efficient Marke...
Take 2 = When, Where, and How to Invest (Investing 101)
17 May 2007
Contributed by Lukas
There are tons of podcasts out there that explain how to spend less than you make, and how credit ca...
Lazy Investing Can Be Good Investing
18 Apr 2007
Contributed by Lukas
Tax Refund Challenge: Now that you have filed your taxes it is time to evaluate where you are finan...
Free Professional Advice and Research (My Little Blackbook)
23 Mar 2007
Contributed by Lukas
The financial markets have been very choppy this quarter. We started off 2007 with day after day of ...
Are 401k Fees Robbing you of your Retirement?
12 Mar 2007
Contributed by Lukas
There is a storm of concern that has been building for quite some time, and it is finally getting th...
Objective Term Life Insurance Advice…No, really.
23 Feb 2007
Contributed by Lukas
Term Life Insurance is appropriate for people who want life insurance only for a limited term, such ...
Too scared to ask – Economic Indicators explained
09 Feb 2007
Contributed by Lukas
When I use others’ research I always try to give proper credit to the source. Much of the informat...
The ABCs of Asset Allocation
24 Jan 2007
Contributed by Lukas
The backbone of good investing is Asset Allocation, and today I am going to load you up with great i...
What to learn from 2006 and use in 2007
10 Jan 2007
Contributed by Lukas
Before we can look forward I think that it is smart to review what happened in 2006: Domestic Stock...
Planning Well and Avoiding the Sharks
13 Dec 2006
Contributed by Lukas
A recap on where to get good advice and what to watch out for. Unfortunately, my industry still has...
Organizing Your Retirement Options
22 Nov 2006
Contributed by Lukas
The government recognizes that most individuals have been asleep at the wheel when it comes to savin...
Retirement in Crisis
10 Nov 2006
Contributed by Lukas
I received an email from a subscriber (thanks Helen) suggesting that I watch the PBS Frontline speci...
Financial Advisor – 3rd Best Job in America?
01 Nov 2006
Contributed by Lukas
Ok everyone please quit sending me emails on how to become a Financial Advisor. I have been bullied ...
The Tax Smart Way to Better the World
20 Oct 2006
Contributed by Lukas
In this weeks Financial Chaos Topic we discuss the following: A Creative Way to Give and Avoid Taxe...
Market and Media Update, Oct 13, 2006
13 Oct 2006
Contributed by Lukas
In this week's Market and Media Update: ** Should we be concerned with the recent run up of the sto...
Lazy Investors Are the Wealthiest
04 Oct 2006
Contributed by Lukas
Listen to the show for the following information: * The Hierarchy of Investment Decisions * The Cy...
Market and Media Update (9/20/06)
20 Sep 2006
Contributed by Lukas
Update on the Market and Media, September 20, 2006 Learn more about your ad choices. Visit megaphone...
What are you doing to become Wealthy? Rich and Happy?
13 Sep 2006
Contributed by Lukas
The following statement is harsh but true: Most individuals are not going to become affluent because...
Market and Media Update, 9-8-06
08 Sep 2006
Contributed by Lukas
Update on the markets and media, September 2006 Learn more about your ad choices. Visit megaphone.fm...
Secrets of Real Estate Investing (“GRQ”)
01 Sep 2006
Contributed by Lukas
Episode #15 of the Money-Guy Podcast GRQ? “Get Rich Quick” with Real Estate Investing = Fool’s...
Market and Media Update, Money Guy Podcast 8-25-2006
25 Aug 2006
Contributed by Lukas
Recap of the recent financial markets, August 2006 Learn more about your ad choices. Visit megaphone...
Conquering your 401k and other retirement accounts
21 Aug 2006
Contributed by Lukas
The majority of subscriber questions that I receive focus on 401ks and other employer provided retir...
Listener Emails, Money-Guy Podcast 8-4-2006
04 Aug 2006
Contributed by Lukas
Episode 13 of the Money-Guy Podcast For this episode of the Money-Guy Podcast, Brian answered subsc...
Debt: The Darth Vader of Financial Planning Tools, Money-Guy Podcast 7-13-2006
13 Jul 2006
Contributed by Lukas
Credit is also a great lead in to the Power of Debt. Debt gets a bad rap by most financial professio...
Your Credit (A Powerful Purchasing Force or Kryptonite), Money-Guy Podcast 6-29-2006
30 Jun 2006
Contributed by Lukas
Being Serious Credit is truly powerful: If used correctly it can help make your life much easier in...
The Volatility of Market Cycles (Are you scared?), Money-Guy Podcast 6-15-2006
16 Jun 2006
Contributed by Lukas
Investment Lemmings-Don't Become One! The last two weeks have been big losing days for stock invest...
The Tax Increase Prevention and Reconciliation Act of 2005, Money-Guy Podcast 05-31-2006
31 May 2006
Contributed by Lukas
On May 17, 2006, President Bush signed into law the Tax Increase Prevention and Reconciliation Act o...
Deeper Into the World of Investing, Money-Guy Podcast 5-17-2006
17 May 2006
Contributed by Lukas
Basic Goal Planning: Short Term= Anything less than 5-7 years. Long Term= Anything greater than ...
The Importance of Wills and Estate Planning
05 May 2006
Contributed by Lukas
The Importance of Wills and Estate Planning Wills Help You With: Funeral Arrangements Disposin...
Winning the Car Buying Game!
19 Apr 2006
Contributed by Lukas
While not great investments, cars are important purchases for most of us. Beyond how we feel drivin...