Shows
Money Guy ShowBrian Paid Off His Mortgage - Here’s What He LearnedShould you pay off your mortgage or invest the money instead? We break down a powerful case study comparing two 30-year-olds with the same mortgage - one pays it off early, the other invests. You’ll also hear how Brian recently paid off his mortgage (finally!), plus we answer your questions on umbrella insurance, mega backdoor Roths, and how to bedazzle your basic life without falling into lifestyle creep.
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It's a Good LifeS2E238 The Millionaire Mission with Brian PrestonTaking control of your financial freedom is easier than you think – with simple strategies and a structured approach, anyone can build wealth. In this episode, Brian Preston, bestselling author and host of The Money Guy Show, shares his nine-step system for achieving financial success and living your best life. YOU WILL LEARN:· Why time is so valuable. · How to maximize life in every phase.· Why it can get messy in the middle. MENTIONED IN THIS EPISODE: “Millionaire Mission: A 9 Step System to Level-Up Your Finances and B...2024-10-2934 minIt's a Good LifeS2E238 The Millionaire Mission with Brian PrestonTaking control of your financial freedom is easier than you think – with simple strategies and a structured approach, anyone can build wealth. In this episode, Brian Preston, bestselling author and host of The Money Guy Show, shares his nine-step system for achieving financial success and living your best life. YOU WILL LEARN:· Why time is so valuable. · How to maximize life in every phase.· Why it can get messy in the middle. MENTIONED IN THIS EPISODE: “Millionaire Mission: A 9 Step System to Level-Up Your Finances and B...2024-10-2934 minMoney Guy ShowHow I Bought This Tesla for Under $10,000!How did Brian get a Tesla for under $10,000?! In this episode, Brian breaks down every step he took along the way to get his new Tesla Model Y for under $10,000 (and why he gave up his Model 3). You won't want to miss this one! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to financial success - then help you stay there! The Money Guy Show takes the...2022-04-2912 minMoney Guy ShowFinancial Advisor Shares His 5 Biggest Money Mistakes! Even financial advisors can make money mistakes - and Brian has made a few that he wishes he could have back. In this episode, Brian will talk about missing Roth IRA contributions, not keeping enough cash on hand, chasing the hot dot, and more. Learn from Brian's mistakes so you can avoid them! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to financial success - then help you stay...2022-04-2719 minMoney Guy Show7 Things We Wish We Knew About Money Earlier!Have you ever stumbled upon some life-changing information and thought, "If only I had known about this sooner!" or "What have I been doing my whole life?" For young Brian Preston, that was discovering the joys of buying the nicer laundry detergent. In this episode, we walk through the life-changing financial advice you need to know! We hope you have a "if only I had known" moment today, so you don't have to experience it later. Put these financial truths and hacks to work and watch your financial life change for the better!2021-05-2849 min
Money Guy ShowThe Truth About the FIRE MovementThe FIRE Movement. What is it? Who’s doing it? Should I do it? Is it good or bad? How do I do it? These are all questions you may ask yourself when you hear people talking about the FIRE Movement. We cover all of this and so much more in this week’s episode of The Money Guy Show. You may notice that we have a special visitor for this episode. Brian is out of the office visiting his favorite mouse (if you guessed Mickey, you'd be right)! Gabe Talley from our team joins us and shar...2019-06-071h 03
Money Guy ShowWhat to Know Before You File Your 2018 TaxesHold 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 to geek-out over this important topic we cover in this episode of the Money Guy Show. We cover a lot of ground in this show, so you may want to have your pen and notepad handy so you can jot down your n...2019-02-1542 min
Money Guy ShowTop 5 Entrepreneurial Mistakes That Everyone Seems to MakeThis week’s mini episode of The Money Guy Show zeros in on the five mistakes all new business owners tend to make. Brian admits to making all of these mistakes himself when he was a new business many years ago and has seen it time and time again with others. So, what are these five entrepreneurial mistakes and what can you do to avoid them if you yourself are a new entrepreneur or thinking about becoming one? Tune in to today’s episode to glean valuable insights about mistakes to avoid as a new business owner and...2018-12-1422 min
Money Guy ShowThe Ultimate Guide to Planning a Trip to Walt Disney World!Hey Money Guy Show family! We’re back with a second episode on how you can plan for your next magical Disney World vacation. We did a similar show two years ago (Maximizing the Magic: All the Ways You Can Save Money at Walt Disney World) and are back with even more tips and tricks you can use to help you make the Disney magic go further. Brian just returned from a family vacation to Disney World in mid-October and has fresh and new ideas to share with you. When a Disney World vacation can easily cost yo...2018-11-0228 min
Money Guy ShowWhy The Tesla Model 3 Is The Best Car This Year!We have an entirely different type of show for you today! Join Brian and Bo as they take you on a trip in Brian's Tesla Model 3. Yes, you heard that right, Brian and Bo take this week's show out of the studio and on the road. You'll want to watch this week's episode on YouTube if you can. This episode is part Tesla review, part car industry overview, and part how electric vehicles impact personal finance. For more details, please visit the show notes on our website: https://www.moneyguy.com/2018/05/why-the-tesla-model-3-is-the-best-car-this-year/2018-05-181h 02Money Guy ShowWhy The Tesla Model 3 Is The Best Car This Year!We have an entirely different type of show for you today! Join Brian and Bo as they take you on a trip in Brian's Tesla Model 3. Yes, you heard that right, Brian and Bo take this week's show out of the studio and on the road. You'll want to watch this week's episode on YouTube if you can. This episode is part Tesla review, part car industry overview, and part how electric vehicles impact personal finance. For more details, please visit the show notes on our website: https://www.moneyguy.com/2018/05/why-the-tesla-model-3-is-the-best-car-this-year/2018-05-181h 02
Money Guy ShowWhy The Tesla Model 3 Is The Best Car This Year!We have an entirely different type of show for you today! Join Brian and Bo as they take you on a trip in Brian's Tesla Model 3. Yes, you heard that right, Brian and Bo take this week's show out of the studio and on the road. You'll want to watch this week's episode on YouTube if you can. This episode is part Tesla review, part car industry overview, and part how electric vehicles impact personal finance. For more details, please visit the show notes on our website: https://www.moneyguy.com/2018/05/why-the-tesla-model-3-is-the-best-car-this-year/2018-05-181h 02
Money Guy ShowBitcoin: Informative Insights for Potential InvestorsJoin us for this very special extra-installment of The Money Guy Show. We not only offer our views on this new form of currency, but we unpack where we think the real opportunities are when it comes to digital money. Highlights from this week's mini-episode include: Overview of Bitcoin, cryptocurrency, and blockchain technology Where Brian sees the opportunity How investors make money with cryptocurrencies Word of caution for people investing in cryptocurrencies For more details, visit the show notes on our website: http://www.moneyguy.com/2018/02/bitcoin-informative-insights-for-potential-investors/ 2018-02-0214 minMoney Guy ShowMaximizing the Magic: All the Ways You Can Save Money at Walt Disney World In this episode of The Money Guy Show, we have compiled a list of tips and tricks that will help you stretch your wallet and maximize your time when you plan your next Disney getaway. Tune in to hear Brian and Bo share their insights for maximizing the magic at Walt Disney World and also get an inside peek at Brian's most recent family trip to Disney World while Hurricane Matthew slammed the east coast.2016-10-2150 min
Money Guy ShowMaximizing the Magic: All the Ways You Can Save Money at Walt Disney World In this episode of The Money Guy Show, we have compiled a list of tips and tricks that will help you stretch your wallet and maximize your time when you plan your next Disney getaway. Tune in to hear Brian and Bo share their insights for maximizing the magic at Walt Disney World and also get an inside peek at Brian's most recent family trip to Disney World while Hurricane Matthew slammed the east coast.2016-10-2150 min
Money Guy ShowMaximizing the Magic: All the Ways You Can Save Money at Walt Disney World In this episode of The Money Guy Show, we have compiled a list of tips and tricks that will help you stretch your wallet and maximize your time when you plan your next Disney getaway. Tune in to hear Brian and Bo share their insights for maximizing the magic at Walt Disney World and also get an inside peek at Brian's most recent family trip to Disney World while Hurricane Matthew slammed the east coast.2016-10-2150 min
Money Guy ShowHow to Leverage Fear for Financial Opportunity Everyone has fears. It's what you do with fear that determines whether or not you will allow it to help you or hurt you. In this episode of The Money Guy Show, Brian and Bo explore how investors can leverage fear to their financial advantage and discuss the steps you can take to overcome your fears to reach success.2016-10-0730 min
Money Guy Show3 Steps You Can Take So You Don’t Screw Up Your Portfolio There are a series of things you can do in order to set yourself up for financial success. Likewise, there are a set of things that maybe you're not doing that could be negatively impacting your financial portfolio. In this episode of The Money Guy Show, Brian and Bo walk listeners through the three easy steps you can take so you don't screw up your portfolio.2016-09-2343 min
Money Guy ShowI Wish I Knew Then What I Know Now About Building Wealth In this episode of The Money Guy Show, Brian and Bo discuss the five biggest tips the future wealthy you would want you to know right now about building wealth. This is a truly universal topic that applies to everyone - every age and every income level.2016-08-2634 min
Money Guy ShowEverything You Never Thought You Needed to Know About Health Savings Accounts In our latest installment of The Money Guy Show, we're tackling the wild topic of Health Savings Accounts. Now, upon first hearing the words "health savings account" you might be thinking you don't need one of those. Listen in, because Brian and Bo unpack this incredibly useful type of savings account and you won't believe the benefits they reveal.2016-08-1235 min
Money Guy ShowAll You Need To Know About ABLE Accounts The ABLE Account is an incredibly valuable new savings vehicle specifically geared for individuals with disabilities. Brian shares his personal experiences raising a special needs child and gets into the details of how these accounts operate. The ABLE Account is essentially a way to save and invest on a tax free basis to use for the support costs of disabled individuals.2016-07-1529 min
Money Guy ShowHave Kids? Here’s How to Save for College If you have children, you know a huge cost you'll face as a parent is higher education. In this episode of The Money-Guy Show, Brian and Bo cover 5 important areas that you need to think about in discovering how to save for college -- including where to put your savings and how to invest in plans like 529s.2015-09-2545 min
Money Guy ShowRethink the Way You Look at Cash Feel like cash is a boring way to go -- when you could be making great returns in the stock market? Cash may not be as exciting as smart investments, but it's still a vital part of a comprehensive financial plan. This week, Bo and Brian chat about why and how to rethink the way you look at cash.2015-09-1234 min
Money Guy ShowAre Robo-Advisors the Enemy? With Jon Stein from Betterment Tune in today for an exclusive interview with an industry insider: CEO of robo-advisor platform Betterment, Jon Stein. Brian and Jon talk about everything from the future of the financial advice industry to how Betterment goes beyond technology to help its investors. You don't want to miss this episode of The Money-Guy Show!2015-08-2831 minMoney Guy Show6 Financial Mistakes Pro Athletes Make and How They Apply to You As with most shows on TV, HBO's new show Ballers depicts the pro athlete lifestyle as -- well, “baller.” Unfortunately, this is very different from the reality many athletes face day-to-day. Your Money Guys would know. Brian used to work at a firm assisting A-listers and athletes with their portfolios, and Bo has a few friends in the NFL and MLB. They’ve witnessed countless athletes making the same financial mistakes over and over. In this episode, Brian and Bo review six financial mistakes pro athletes tend to make -- and that you can avoid whether or not you've got millio...2015-07-3136 min
Money Guy Show6 Financial Mistakes Pro Athletes Make and How They Apply to You As with most shows on TV, HBO's new show Ballers depicts the pro athlete lifestyle as -- well, “baller.” Unfortunately, this is very different from the reality many athletes face day-to-day. Your Money Guys would know. Brian used to work at a firm assisting A-listers and athletes with their portfolios, and Bo has a few friends in the NFL and MLB. They’ve witnessed countless athletes making the same financial mistakes over and over. In this episode, Brian and Bo review six financial mistakes pro athletes tend to make -- and that you can avoid whether or not you've got millio...2015-07-3136 min
Money Guy Show6 Financial Mistakes Pro Athletes Make and How They Apply to You As with most shows on TV, HBO's new show Ballers depicts the pro athlete lifestyle as -- well, “baller.” Unfortunately, this is very different from the reality many athletes face day-to-day. Your Money Guys would know. Brian used to work at a firm assisting A-listers and athletes with their portfolios, and Bo has a few friends in the NFL and MLB. They’ve witnessed countless athletes making the same financial mistakes over and over. In this episode, Brian and Bo review six financial mistakes pro athletes tend to make -- and that you can avoid whether or not you've got millio...2015-07-3136 min
Money Guy ShowA Musical Money-Guy Mashup Curious about how music relates to your finances? This week, Brian revived an old Money-Guy show from way back in 2013. He takes the 7 principles in The Millionaire Next Door and matched them up with songs and lyrics. Ready to jam?2015-07-1744 min
Money Guy ShowHow to Avoid Cognitive Investing Biases on the Road to Financial Independence Letting your emotions influence your financial decisions, especially when it comes to your investments, is a bad idea. How can we push our emotions aside so they don’t cause us to make grave mistakes with our portfolio? Brian and Bo give you the answers in this episode, and in honor of Independence Day this weekend, discuss 15 cognitive investing biases to avoid on the road to financial independence.2015-07-0350 min
Money Guy ShowWhy (and How) You Need to Plan for the Cost of College Your Money Guys are back on this Podcast Friday to share thoughts around the importance of planning ahead for the cost of college -- and how to do so. Brian and Bo discuss how thinking ahead now can save you from bad financial situations in the future, and share a few tips on steps to take to make sure college costs don't get out of control.2015-06-1948 min
Money Guy ShowA Baby, a Wedding, and a House The Money-Guy Show family has been extremely busy lately! We’re excited to celebrate a number of big life milestones with the leaders of Tightwad Nation. This show is a bit different, as Bo is busy welcoming Baby Hanson to his family. Gabe joins the show today as a guest co-host. He's another UGA grad and soon-to-be CFP® -- and he just got engaged! To celebrate, the podcast covers info and resources on finding the right engagement ring and getting started with your wedding planning. Even if you're already married, Brian and Gabe take a deep dive into this subject and...2015-06-0546 min
Money Guy Show10 Things to Know Before Applying for a Mortgage Remember our rent vs. buy debate discussed in previous episodes of The Money-Guy Show? While that episode covered the arguments for and against both renting and buying, it didn't take a deep dive into the actual process of financing a home. Today, Brian and Bo look at the ins and outs of applying for a mortgage and cover what you need to know before you borrow money.2015-05-2244 min
Money Guy Show12 Mistakes to Avoid Making With Your IRA Individual Retirement Accounts (IRAs) are critical in securing financial independence in retirement. Because of this, Brian and Bo took the opportunity to discuss what mistakes they see clients make -- and how you can avoid them. Tune in to learn about 12 errors that lead to financial trouble, and go beyond common sense with the latest advice from The Money Guys.2015-05-0841 min
Money Guy Show5 Habits of 401(k) Millionaires Think it's impossible to become a 401(k) millionaire? Wondering if you can commit to what's necessary to achieve this big goal? On this episode of The Money Guy Show, Brian and Bo review a recent study from Fidelity and dive into the 5 habits and actions that can get you to millionaire status in a working career.2015-04-2443 min
Money Guy Show5 Ways to a Happier Financial Life Who doesn’t want to learn how to live a happier financial life? Here's the good news: The Money-Guy Show explains how in this episode. Brian and Bo review an article from The Wall Street Journal and share 5 simple, common-sense keys to living a happier financial life.2015-04-1026 min
Money Guy ShowRecapping the 2015 Berkshire Hathaway Letter to Shareholders It's our favorite time of year! Well, it's close for financial fans and money nerds. Here's what's going down: Brian and Bo cover the 2015 Berkshire Hathaway Annual Letter to Shareholders in this episode of The Money-Guy Show. Here are the highlights from each.2015-03-2755 minMoney Guy ShowRemembering a Personal Finance Icon and His Timeless Advice This episode of The Money-Guy Show is a reflective one as Brian and Bo pay tribute to Thomas J. Stanley, co-author of the popular personal finance book, “The Millionaire Next Door.” They also discuss the importance of healthcare directives in light of Brian’s father-in-law passing away unexpectedly. As loss is unfortunately inevitable in our lives, Brian is also offering his wisdom on how we can turn loss into motivational fuel.2015-03-1338 min
Money Guy ShowRemembering a Personal Finance Icon and His Timeless Advice This episode of The Money-Guy Show is a reflective one as Brian and Bo pay tribute to Thomas J. Stanley, co-author of the popular personal finance book, “The Millionaire Next Door.” They also discuss the importance of healthcare directives in light of Brian’s father-in-law passing away unexpectedly. As loss is unfortunately inevitable in our lives, Brian is also offering his wisdom on how we can turn loss into motivational fuel.2015-03-1338 min
Money Guy ShowRemembering a Personal Finance Icon and His Timeless Advice This episode of The Money-Guy Show is a reflective one as Brian and Bo pay tribute to Thomas J. Stanley, co-author of the popular personal finance book, “The Millionaire Next Door.” They also discuss the importance of healthcare directives in light of Brian’s father-in-law passing away unexpectedly. As loss is unfortunately inevitable in our lives, Brian is also offering his wisdom on how we can turn loss into motivational fuel.2015-03-1338 min
Money Guy ShowLump Sum or Payout: How to Withdraw When You Retire This week, your Money Guys tackle a question often asked by their clients in regards to retirement planning: “Should I take a lump sum payment, or a monthly pension payment?” Brian and Bo walk listeners through the same decision-making process they offer their clients. They cover the pros and cons of each option, as well as the factors (and math) you need to take into consideration when making the decision.2015-02-2731 min
Money Guy ShowBreaking Through the Mystery of Investing Brian and Bo hate to see so many individuals out there put off by the idea of investing. Today, they're showing you how easy it is to get started by breaking through the mystery of investing your money -- because it's the fastest way to grow your wealth.2015-01-3050 min
Money Guy ShowShould You Rent or Buy? Rent or buy? It's a big debate and each side of the argument has its pros and cons -- and your age, your experience, and the way you view your money and your long-term goals can all impact whether you think it's better to rent or buy. In this podcast episode, Brian and Bo cover the emotional aspects of home ownership, when renting may make more sense, and why owning your own home can pay off financially.2015-01-1639 min
Money Guy ShowCreating a Vision Plan for 2015 With this last show of the year, we wanted to do something a little different and get you set up for success in 2015. You can change your life in the new year with the right drive, determination, and dedication to your goals. There are no limits! Brian and Bo walk you through creating a personal vision plan for the new year and offer tips on creating a plan, taking action, and achieving success.2014-12-1945 min
Money Guy ShowHow to Prioritize Financial Goals The guys got a great listener question a few months ago -- from a husband and wife team who listen to the podcast together! -- and are taking it on for this episode. The question: how much should you save and invest if you have debt? Brian and Bo answer with some basics we can all abide by when it comes to prioritizing financial goals, and wrap up with a discussion of some of the biggest money-wasters out there.2014-11-0741 minMoney Guy ShowFinancial Lessons Learned at FinCon Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss when it makes sense to be a tightwad versus when you should pay the extra money for professional help. Brian and Bo start by reviewing a few tips found in Damian Davila’s article on WiseBread, […]2014-10-1046 min
Money Guy ShowFinancial Lessons Learned at FinCon Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss when it makes sense to be a tightwad versus when you should pay the extra money for professional help. Brian and Bo start by reviewing a few tips found in Damian Davila’s article on WiseBread, […]2014-10-1046 min
Money Guy ShowFinancial Lessons Learned at FinCon Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss when it makes sense to be a tightwad versus when you should pay the extra money for professional help. Brian and Bo start by reviewing a few tips found in Damian Davila’s article on WiseBread, […]2014-10-1046 min
Money Guy ShowCelebrity Money Mistakes and How to Prevent Them Brian and Bo run through money mistakes that celebrities have made and give you some advice on how to correct or avoid making the same mistakes yourself.2014-09-2648 min
Money Guy ShowHow Much Insurance Do I Need?Brian and Bo discuss insurance necessities as well as the appropriate level of insurance to carry across varying career and life stages. The guys also discuss emergency reserves and disability insurance. If you are in the market for insurance this is the show for you!2014-08-2938 min
Money Guy ShowSavings Samurai – Nickel NinjaBrian and Bo give you the tips and tools you need to make your dollars stretch further than the rest. The guys share sites to help save you money shopping online, booking travel arrangements, negotiating utilities, and grabbing a cab.2014-08-1541 min
Money Guy ShowDollar Cost Averaging…The Discussion ContinuesThis week Brian and Bo dig into the dollar cost averaging discussion, and illustrate the pros and cons that DCA presents. The Dollar Cost Averaging strategy is fairly simple, it boils down to having systematic entry points into the market.2014-08-0141 min
Money Guy ShowBroken Dreams: Take 2Brian and Bo pick up where they left off last week by detailing financial factors to consider when participating in the housing market. The guys even discuss some strategies and tools to utilize when reviewing non-mortgage, housing related expenses.2014-07-1829 min
Money Guy ShowBroken Dreams: What’s Going on in Housing?Have you been waiting to buy or sell a house? Are you tired of renting and have been waiting to purchase your dream home? Brian and Bo give you their thoughts on the housing market so you can make sense of the current housing environment. The guys first look at few explanations for the suppressed […]2014-07-1144 min
Money Guy ShowIs The Risk Worth The Reward?Brian dives into what it takes to be successful in business, finances, and your career, and how that success relates to the risks you take. He covers the habits that seem to drive successful people to push the envelope, and how those are the people who are willing to take risks more often in order to accomplish their goals. He also discusses why people tend to take the easy road and settle for a life that they may only be content with.2014-06-2735 min
Money Guy ShowHow to Become a MillionaireA million dollars seems like such a magic number, but what does it take to get you there? It may be true that saving the first $100,000 is the hardest, but you have to start somewhere. This week Brian and Bo give you the basic steps necessary to becoming a millionaire by retirement age. The choice is yours, start early or start late...it can be done!!2014-06-1341 min
Money Guy ShowTop Tips to Prepare for RetirementBrian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available in your 401k. The motivation for this show is two articles that finance blogger Dana Anspach recently released about 401k’s and other retirement accounts, 7 Things I Wish People Knew About 401k Plans, and 7 to-do’s before you turn 59.2014-05-3040 min
Money Guy ShowHow 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 portfolios. The guys give you the rundown on tax-efficiency and cover the three “pots” of money in the investing world 1) Taxable 2) Tax-Deferred 3) Tax Free.2014-05-1639 min
Money Guy ShowIs Lending Club a Good Idea?The market downturn from 2007-2009 forced banks and other lending institutions to increase their lending standards for personal loans, as a result, peer-to-peer lending has found its footing. From this, Lending Club has jumped to the front of the market for these loans. Brian and Bo have been dabbling with the site over the past year, and in this show they give everyone a rundown of their experience over the past year.2014-05-0251 min
Money Guy ShowIs Identity Theft Protection Worth It?Brian and Bo investigate identity theft protection, and credit monitoring industries, as well as provide you with alternative methods to identity security that is available. This week’s episode is a must-listen and a great resource to keep an eye on your credit score, report, and security.2014-04-1836 min
Money Guy ShowDiscussing Money With Your Aging ParentsThe core of this week’s show is staying informed with your parent’s financial situation. Brian and Bo cover what you need to know and when it makes sense to discuss finances with your parents or children.2014-04-0430 min
Money Guy ShowBe An Advocate For Your WalletBrian and Bo share tips for saving money every month with a couple of phone calls. They stress being an advocate for your wallet by constantly looking for the best deals. This week we cover reducing your utility bills and explore resources online that allow you to compare the best prices for the services that you spend money on every month.2014-03-2127 min
Money Guy ShowHas Warren Buffett Lost His Golden Touch?In this week’s show Brian and Bo analyze Warren Buffett’s annual Letter to Shareholders. It does not matter the market the conditions, he always has a simplistic view and understanding of investing and can relay that information in layman’s terms. Basically, Buffett's still got it.2014-03-0750 minMoney Guy ShowActive vs. Passive Investing: Which Works?In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant battle among investors and advisors about their stance on active and passive management. Brian and Bo share their opinions and give a behind the scenes look of their investment philosophy.2014-02-2144 min
Money Guy ShowActive vs. Passive Investing: Which Works?In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant battle among investors and advisors about their stance on active and passive management. Brian and Bo share their opinions and give a behind the scenes look of their investment philosophy.2014-02-2144 min
Money Guy ShowActive vs. Passive Investing: Which Works?In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant battle among investors and advisors about their stance on active and passive management. Brian and Bo share their opinions and give a behind the scenes look of their investment philosophy.2014-02-2144 minMoney Guy ShowHomeowners Insurance 101Brian and Bo cover homeowners insurance in this week’s podcast. The topic surfaced after Brian had a pipe burst in his home and experienced pretty significant water damage. The guys give you a rundown of what to expect during an insurance claim as well as the ins and outs of your homeowners insurance policy.2014-01-1740 min
Money Guy ShowHomeowners Insurance 101Brian and Bo cover homeowners insurance in this week’s podcast. The topic surfaced after Brian had a pipe burst in his home and experienced pretty significant water damage. The guys give you a rundown of what to expect during an insurance claim as well as the ins and outs of your homeowners insurance policy.2014-01-1740 min
Money Guy ShowHomeowners Insurance 101Brian and Bo cover homeowners insurance in this week’s podcast. The topic surfaced after Brian had a pipe burst in his home and experienced pretty significant water damage. The guys give you a rundown of what to expect during an insurance claim as well as the ins and outs of your homeowners insurance policy.2014-01-1740 min
Money Guy ShowBenchmarking Financial SuccessHappy New Year! We are starting the year out by giving you a ton of great advice. The theme of this show is to stick to what works. We are not going to try to re-invent the wheel, but rather explore what creates success and benchmark it. This week Brian and Bo cover some great financial concepts to implement in the New Year.2014-01-0346 min
Money Guy ShowThe Big GiveThis week we dig into charitable giving, it’s a perfect topic for this time of year. Brian and Bo cover donor advised funds as well as some cool tax tips. We also discuss our goals for 2014 and give you a sneak peak of what to expect from us in the coming year. Money-Guy […]2013-12-2037 min
Money Guy ShowFinding Your Place in LifeBrian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining moments in his life so far and shares his thoughts on the factors that determine your place in life, both financially, and emotionally. The two key issues that he felt were pressing to address in this podcast are: 1. Where should you be financially, and 2. Doing things in life that make you happy.2013-12-0641 min
Money Guy ShowFinancial Lessons Learned in VegasBrian and Bo share funny stories and financial lessons learned from their recent trip to Las Vegas. They cover everything from playing the odds to knowing how to get free and discounted incentives. If you’re planning a trip or vacation in the future this show is a must listen. Check below the show notes for a list of links to topics from this podcast like celebrity gamblers and the wizard of odds.2013-11-1555 min
Money Guy ShowCode RedThis week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key when investing, especially during times of uncertainty. We also give you a rundown of the article: 10 ways to wipe out your retirement savings, by Dana Anspack, a fee-only advisor out of Arizona. Dana does a great job on each of her ten points, we feel like this is a must read for everyone.2013-11-0155 min
Money Guy ShowMoney-Guy MashupEveryone is in for a treat this week as we explore the way music relates to your finances. Brian dug through his iPod and iTunes to find a list of songs that solidify the advice we give on a daily basis. Another added bonus: The show notes this week are from Brian’s desk.2013-09-2041 min
Money Guy ShowMoney-Guy MashupEveryone is in for a treat this week as we explore the way music relates to your finances. Brian dug through his iPod and iTunes to find a list of songs that solidify the advice we give on a daily basis. Another added bonus: The show notes this week are from Brian’s desk.2013-09-2041 minMoney Guy ShowMoney-Guy MashupEveryone is in for a treat this week as we explore the way music relates to your finances. Brian dug through his iPod and iTunes to find a list of songs that solidify the advice we give on a daily basis. Another added bonus: The show notes this week are from Brian’s desk.2013-09-2041 min
Money Guy ShowAddicted to SavingThis week we look at the importance of saving early as well as evaluating your 401k and the investments inside it. Brian and Bo examine two articles: An Open Letter to Everyone Under 30, from The Motley Fool and How to Grow Your Savings, from Consumer Reports.2013-09-0638 min
Money Guy ShowEstate Planning 101Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you are in financially. This topic affects everyone differently and the guys are here to give you some insight. From the basics to complex strategies, the Money-Guy covers the realm of estate planning in this show!2013-08-2341 minMoney Guy ShowOne Stop Loan ShopBrian and Bo evaluate an alternative way to borrow and lend money in this week’s show. They get into the nitty gritty of peer to peer lending, as well as, the real estate research website Zillow. Brian shares his personal experiences with peer to peer lending using the Lending Club website.2013-08-0944 min
Money Guy ShowOne Stop Loan ShopBrian and Bo evaluate an alternative way to borrow and lend money in this week’s show. They get into the nitty gritty of peer to peer lending, as well as, the real estate research website Zillow. Brian shares his personal experiences with peer to peer lending using the Lending Club website.2013-08-0944 min
Money Guy ShowOne Stop Loan ShopBrian and Bo evaluate an alternative way to borrow and lend money in this week’s show. They get into the nitty gritty of peer to peer lending, as well as, the real estate research website Zillow. Brian shares his personal experiences with peer to peer lending using the Lending Club website.2013-08-0944 min
Money Guy ShowYield! Watch for DividendsBrian and Bo tackle the challenge of explaining how yield can affect the overall performance of a portfolio. They share historical numbers and some great quotes that reference the importance of making solid investments that keep dividend yield in mind.2013-07-2634 min
Money Guy ShowWhen Investing Right Goes Oh So WrongWith the recent news and market movements, Brian and Bo share with you their views about investing. They look into asset classes from Fixed Income to Emerging Markets, sharing a lot of great advice about allocating your portfolio going forward.2013-07-1239 min
Money Guy ShowThe 30ish Minute Financial PlanThis week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you on track throughout your financial marathon. They hit topics from estate planning to negotiating service rates. This is a great show to help establish future plans and to create a checklist to ensure you reach your financial goals.2013-06-2852 min
Money Guy ShowMarriage…An EducationBrian and Bo jump into the deep end of Bo’s first year of marriage and how his financial life has changed. Bo sees how far off his predictions were a year ago when he got married. Largest monthly expense: miscellaneous. What is there to cut back on when looking at your miscellaneous category? Everything is miscellaneous! Bo said, on average, he exceeded his miscellaneous budget by 110% per month (even with monthly adjustments)!2013-06-1439 min
Money Guy ShowLove and Marriage… and Finances (Rewind)We intro with today’s show as a preface to our next show, which will recap Bo’s first year of marriage. From there Brian and Bo replay last year’s show that happened two weeks before Bo and Jenna’s wedding. Make sure not to miss our next show which will go into more depth of Bo’s initial year in marriage, while also hitting on the way that money can impact your marriage. After next week’s show we transition away from the topic of marriage and back to our Money-Guy array of topics.2013-05-3153 min
Money Guy ShowThe Risk of Not Taking RisksToday, Brian and Bo tackle the risk that you take by sitting on the investment sidelines. They have been fielding a number of questions over the past few months covering this very topic. The moral of this episode is to get started doing something sooner rather than later so that you do not miss out on what the market has to offer.2013-05-1732 min
Money Guy ShowLife Changing Events and The Fair TaxSo 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 absence is because my wife and I have recently added a new member to the Preston family.2009-09-2344 min
Money Guy ShowLife Changing Events and The Fair TaxSo 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 absence is because my wife and I have recently added a new member to the Preston family.2009-09-2344 min
Money Guy ShowBrian Preston’s Guide to Selecting Mutual FundsThe 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 information, how can you go about selecting solid funds that are going to assist you in achieving your life goals? With help from InvestorWords and BusinessDictionary, let’s begin […] Get more information at http://www.moneyguy.com/2008/07/selecting-mutual-fund 2008-07-3127 min
Money Guy ShowBrian Preston’s Guide to Selecting Mutual FundsThe 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 information, how can you go about selecting solid funds that are going to assist you in achieving your life goals? With help from InvestorWords and BusinessDictionary, let’s begin […] Get more information at http://www.moneyguy.com/2008/07/selecting-mutual-fund 2008-07-3127 min
Money Guy ShowMarch 15th, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFSSteps To Take If You Come Into a Financial Windfall Create breathing room for yourself Screw your head down to your shoulders Organize a Financial Team For more information, go to http://www.moneyguy.com/2006/03/march-15th-2006-podcast-from-the-money-guy-j-brian-preston-cpa-cfp-pfs 2006-03-1739 min
Money Guy ShowMarch 15th, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFSSteps To Take If You Come Into a Financial Windfall Create breathing room for yourself Screw your head down to your shoulders Organize a Financial Team For more information, go to http://www.moneyguy.com/2006/03/march-15th-2006-podcast-from-the-money-guy-j-brian-preston-cpa-cfp-pfs 2006-03-1739 min
Money Guy ShowFebruary 27, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFS and Special Guest Co-host, Brandon Verner, CPA.Common Deductions That Too Many People Miss 1. Non-cash Contribution 2. New Points on Refinancing 3. Old Points on Refinancing 4. Health Insurance Premiums 5. Educator Expenses 6. Miscellaneous Expenses For more details, go to http://www.moneyguy.com/2006/02/february-27-2006-podcast-tax-planning 2006-02-2730 min
Money Guy ShowFebruary 27, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFS and Special Guest Co-host, Brandon Verner, CPA.Common Deductions That Too Many People Miss 1. Non-cash Contribution 2. New Points on Refinancing 3. Old Points on Refinancing 4. Health Insurance Premiums 5. Educator Expenses 6. Miscellaneous Expenses For more details, go to http://www.moneyguy.com/2006/02/february-27-2006-podcast-tax-planning 2006-02-2730 min
Money Guy ShowFebruary 13th, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFSNew and Exciting Update!! Next Financial Chaos Topic: Tax Preparation and Planning with special guest co-host Brandon Verner, CPA, a partner with Verner, Perling & Company, P.C. For more information, visit http://www.moneyguy.com/2006/02/february-13th-2006-podcast-from-the-money-guy-j-brian-preston-cpa-cfp-pfs 2006-02-1334 min
Money Guy ShowFebruary 13th, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFSNew and Exciting Update!! Next Financial Chaos Topic: Tax Preparation and Planning with special guest co-host Brandon Verner, CPA, a partner with Verner, Perling & Company, P.C. For more information, visit http://www.moneyguy.com/2006/02/february-13th-2006-podcast-from-the-money-guy-j-brian-preston-cpa-cfp-pfs 2006-02-1334 min
Money Guy ShowThe first Money Guy Podcast from January 30, 2006 with Brian Preston, CPA CFP® PFSWhy Big Insurers Are Staying Away From This Year's Hot Investment Product from the December 14th, 2005 Wall Street Journal by Jonathan Clements Choosing a 529 College-Savings Plan: When It Makes Sense to Go Out of State from the January 4th, 2006 Wall Street Journal by Jonathan Clements For more information, visit http://www.moneyguy.com/2006/01/restoring-order-to-your-financial-chaos 2006-01-3047 min
Money Guy ShowThe first Money Guy Podcast from January 30, 2006 with Brian Preston, CPA CFP® PFSWhy Big Insurers Are Staying Away From This Year's Hot Investment Product from the December 14th, 2005 Wall Street Journal by Jonathan Clements Choosing a 529 College-Savings Plan: When It Makes Sense to Go Out of State from the January 4th, 2006 Wall Street Journal by Jonathan Clements For more information, visit http://www.moneyguy.com/2006/01/restoring-order-to-your-financial-chaos 2006-01-3047 min