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Money Guy Show

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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...

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