Money Guy Show
Episodes
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...
“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 "Legacy of A Generation...Not the Millionaire Next Do...
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, however, this is not a very pleasant experience....
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-hearted and entertaining show. Don't worry, though...
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 on the ins and outs of the new bill. However, we ...
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 tax planning is fresh on most people's minds, and 2)...
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 to every one of us. You start a folder to house al...
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, however, one of those that is a necessary evil a...
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 go through the nuts and bolts of the Roth convers...
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 absence has made the heart grow fonder. I thought a gre...
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 like every December there are a million things goin...
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 enjoy these holidays very much, there is one day ea...
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 over the last few months. Coincidentally, in the m...
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 overlooked. While overlooking this seemingly small...
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 you listen to this show), or have any sense of how f...
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 Take Control of Your Credit Cards: How to Fight Bac...
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 shows, you know that the reason for this temporary abs...
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 with those around us. Well that is exactly what h...
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 exciting, but it is definitely one of the most important....
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 without sound financial information for two whole...
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't appear as though the sky is falling any longer. ...
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 recorded this show on Thursday afternoon, 07/30, and pla...
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 sing praise of the Roth IRA. The Roth IRA is an amaz...
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 them! It's that thought, or idea, or realization t...
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 and Kiplinger’s Retirement Report. These public...
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 things are starting to calm down and get back to ...
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 under a rock to not notice the gains we have been e...
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 safe to say we are still in or around the low-point ...
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 months and how much of an opportunity we all have ...
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. You understand asset allocation. You even understa...
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 about the ongoing feud between the Daily Show's J...
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 house in order, you must also be a good consumer. It ...
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 done by Consumer Reports in their Consumer Report...
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 great feedback as well as some very good question...
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 step back and ask, ‘what in the world are we doing?...
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, does not mean that there aren’t opportunities out...
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 decided to take advantage of people and subsequently m...
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 those Resolutions on how we are going to make 200...
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 am worried that this year’s big point of discus...
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 world would I be talking about spending money? Es...
Life Insurance 101
05 Nov 2008
Contributed by Lukas
Life insurance is one of the most controversial and, in my opinion, convoluted personal finance topics today. Even once you get past the eternal debat...
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 same shock and awe impact they had a few weeks ago. ...
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 special opportunities that these down markets can offer....
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 all of the bad stuff going on right now. So, inste...
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 into this mess? The real answer is a perfect storm...
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 uncertainty in today’s market, it has become a ...
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 require their services. To make matters worse, generous...