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Tag: estate planning

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The Importance of Wills and Estate Planning

Do you ever worry about what will happen to your possessions if you pass away? What about your kids? It’s…

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Financial Lessons Learned at FinCon

Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss…

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How to Become a Millionaire

A million dollars seems like such a magic number, but what does it take to get you there? It may…

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Top Tips to Prepare for Retirement

Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available…

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How Do You Hold Your Assets?

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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Discussing Money With Your Aging Parents

The core of this week’s show is staying informed with your parent’s financial situation. Brian and Bo cover what you…

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Finding Your Place in Life

Brian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining moments in his life so…

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What Financial Pros Aren’t Telling You

This week we analyze the Truths Financial Pro’s Won’t Tell article from the October issue of Consumer Reports and share…

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Estate Planning 101

Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you are…

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The 30ish Minute Financial Plan

This week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you…

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