Understanding Your Rate of Return (RoR)
Do you know the power of your Rate of Return (RoR)? This week’s Money Guy episode is about all things rate of return. If you have ever wondered what a reasonable rate of return is or how to actually calculate it and make sense of it, then this show is for you! You always want […]
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How to Invest a Windfall of Cash: Dollar Cost Averaging vs. Lump Sum Investing
This week’s Money Guy Episode is inspired by an article written by Nick Maggiulli Of Dollars and Data on February 19, 2019 titled “How to Invest a Lump Sum” that talks about what you should do if you suddenly experience a windfall of money. Maybe you sold a big-ticket item, received an inheritance, sold a […]
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Financial Advisors Reveal Their WORST Financial Mistakes!
Do you know where wisdom comes from? It comes from learning from your mistakes. Back in 2013, we had an episode where we shared the mistakes we had made. Now in 2019 we are revisiting and updating our list of mistakes and sharing those with you today. Tune in to this week’s episode of The […]
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The #1 Reason Why 70% of Wealthy Families Lose All Their Money
Your kids, grandkids, great-grandkids could go broke if you do not fix this problem. Yes, that may seem a bit harsh, but when you look at the statistics of generational wealth building it is very somber. 70% of rich families lose their wealth by the 2nd generation 70% of family-owned businesses fail and/or sold by […]
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What to Know Before You File Your 2018 Taxes
Hold on to your seats for this week’s episode of The Money Guy Show! We’re talking 2018 tax changes and planning opportunities, and it has us over-the-moon excited. As many of you know, Brian is a CPA and prepared client taxes for 16 years. Therefore, we’re sure you can imagine just how joyful he is […]
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Here Are The Best Retirement Plans for the Self-Employed!
Are you self-employed or have a side hustle? Then this episode is for you! You started this as a full-time position or as a means to add some additional money to your budget. At one point you will realize you are making money, and you want to make sure you have some for the future. […]
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401k Plans Deconstructed
You know that here at The Money Guy Show, we don’t just want you to save toward retirement. We want you to save as much as possible toward retirement and as early as possible! We especially want you to contribute enough to your employer-sponsored retirement plan so that you get that employer-match. Free money! But […]
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6 Must-Follow Financial Planning Tips for Parents
If you’re a parent, you know the love for your child is like nothing else in the entire world. You take all the essential measures to keep your kids safe, clothed, fed, and happy. But are you dropping the ball when it comes to the financial side of being a parent? Join us for today’s […]
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Index Funds vs. Actively Managed Funds: Are You Making a Mistake?
Assets in passive equity strategies grew to nearly 45 percent of all stock market investments in the U.S., and active equity managers continue to lose ground due to the over $470 billion investors have invested in passive equity strategies like index funds. There is good reason why index investing has an eager and growing participation. […]
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Questions to Ask Yourself Before Making Major Financial Decisions
Ever wonder why certain people are more financially successful than others? Does it have something to do with their economic status their born into? IQ? Genetics? Behaviors? Or a combination of certain factors? Well, as it turns out, research consistently reveals since as early as the last 1800s, that the vast majority of millionaires don’t […]
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