Money Guy Show
Episodes
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 across the show Extreme Makeover Home Edition. If you...
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 funds, more information, and easier access to this i...
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 guests on the show, but today we’re fortunate to b...
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 aggressive mortgage lending, the system’s troubles have b...
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. economy? government deficits? skyrocketing oil p...
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 representation." – Anonymous Deferring taxes has ...
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 celebrated Father’s Day this past weekend, I thought it...
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 forgotten by many of us. As never before, the popula...
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 but also your hopes and dreams with an adviser and ...
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 syndicated radio program, The Dave Ramsey Show, i...
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, seen many of the same money mistakes over and over ag...
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 attention from people looking to shelter themselves fr...
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 weekend, "Pick a Planner Who Can Spell ‘Fiduciary’"...
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-indexed annuities and the unscrupulous tactics sometime...
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, you’d probably think it was one of the great fina...
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 my detailed perspective on the performance of the...
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 enough tax return preparation every year to make me won...
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 sets in that you will have to deal with an insuranc...
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 writing a market update letter for my clients. It...
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 "widget" which rotates through some of Warren Buffett’...
$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 "Ungrateful Providers". Now this does not mean that your...
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 done a show discussing what you can expect from t...
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 vacation. I decided to base my post on the timeless ad...
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 information to make an informed decision based upon your per...
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 share how you can turn the lemons of January into swe...
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 your tax preparer crazy” discussion with CPA, Br...
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 October 2002. (click here for a copy) In the artic...
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 resolutions and I want to be a resource to help you re...
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 your decisions and actions are coming from (analyt...
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 529 plan has been drastically improved (probably bec...
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 have asked me to provide more input on current finan...
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 foreclosure filings up 94% over last year (click here for mo...
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 industry magazine that I get, but I think the inform...
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 your portfolio at year end. ** Harvesting Tax Losses...
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 down right sleazy (shrinking grace periods, escalati...
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 asking questions about Roth 401k options at their work...
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 stopping by our offices. As you can imagine, this is not ...
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 guidance on education planning and I have stayed aw...
Asset Allocation Basics
01 Oct 2007
Contributed by Lukas
Terms needed to understand asset allocation: Domestic Stocks = US Companies Market Capitalization of US Stocks (According to Morningstar): Large Cap ...
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 of investments. Choosing to diversify your inve...
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% Employee 89% Employer 2006 Retirement Funding: 51% Em...
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 to be is: * Deferred gratification * The hardest ...
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 residence. I responsibly pay my credit cards off eac...
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 many hedge funds use that allows them to make money...
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 business tax returns (old habits are hard to get aw...
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 falling short of their financial goals, it’s alm...
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 talking about investments. Instead I am going to lo...
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 Market – Since everyone has the same information abou...
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 card debt can drain financial freedom. How many actu...
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 financially. Say what you will about filing tax returns...
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 the stock markets hitting new highs. Then one craz...
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 the attention that it deserves…. 401K FEES: C...
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 as until your children are grown or you reach reti...
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 information and research for today’s podcast comes from ...
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 information. Terms needed to understand asset allo...
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 Markets: * The 2006 market was interesting in the...
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 too many short sighted individuals. What I mean b...
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 saving for their retirement, and they are also unaware ...
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 special titled “Can You Afford to Retire”. I was so...
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 enough that I will spill the beans. According to ...
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 Taxes at the Same Time If you are Charitable and Sick...
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 stock markets? Investor Apathy Means the Market Stays...
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 Cycle of Market Emotions * Common Investing Mistake...
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.fm/adchoices
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 they take the easy way out in the majority of the...
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/adchoices
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 Gold Stay up late at night and you can not miss t...
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.fm/adchoices
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 retirement plans. I have finally recognized that I need...
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 subscriber emails, so there will be no show notes. Than...
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 professionals and there is a reason. Unfortunately most in...
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 including Buying or refinancing real estate Earn ...
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 investments. Since May, Morgan Stanley's EAFE Index, whi...
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 of 2005. Many income tax benefits expired at the en...
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 7-year holding period. For more information, ...
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 Disposing of your property Names a guardian for your mino...
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 driving them, they're expensive to buy, own, and operate...
Choosing a Financial Professional, Money-Guy Podcast 4-5-2006
05 Apr 2006
Contributed by Lukas
Financial Chaos Topic: Choosing a Financial Professional The US Securities Exchange Commission (SEC) says the best advice it can give you about how ...
March 15th, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFS
17 Mar 2006
Contributed by Lukas
Steps To Take If You Come Into a Financial Windfall Create breathing room for yourself Screw your head down to your shoulders Organize a Financial...
February 27, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFS and Special Guest Co-host, Brandon Verner, CPA.
27 Feb 2006
Contributed by Lukas
Common Deductions That Too Many People Miss 1. Non-cash Contribution 2. New Points on Refinancing 3. Old Points on Refinancing 4. Health Insurance...
February 13th, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFS
13 Feb 2006
Contributed by Lukas
New and Exciting Update!! Next Financial Chaos Topic: Tax Preparation and Planning with special guest co-host Brandon Verner, CPA, a partner with Ver...
The first Money Guy Podcast from January 30, 2006 with Brian Preston, CPA CFP® PFS
30 Jan 2006
Contributed by Lukas
Why Big Insurers Are Staying Away From This Year's Hot Investment Product from the December 14th, 2005 Wall Street Journal by Jonathan Clements Choos...