Sinopsis
Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
Episodios
-
Deeper Into the World of Investing, Money-Guy Podcast 5-17-2006
17/05/2006 Duración: 49minBasic Goal Planning: Short Term= Anything less than 5-7 years. Long Term= Anything greater than the 7-year holding period. For more information, go to http://www.moneyguy.com/2006/05/23 Learn more about your ad choices. Visit megaphone.fm/adchoices
-
The Importance of Wills and Estate Planning
05/05/2006 Duración: 37minThe Importance of Wills and Estate Planning Wills Help You With: Funeral Arrangements Disposing of your property Names a guardian for your minor children Names the executor or the administrator of your estate For more information, including Legal Terms Used in Estate Planning, go to http://www.moneyguy.com/2006/05/money-guy-5-5-2006-podcast/ Learn more about your ad choices. Visit megaphone.fm/adchoices
-
Winning the Car Buying Game!
19/04/2006 Duración: 41minWhile 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. Fortunately, smart buyers can get an edge by doing their homework, collecting the right data, and having a negotiating strategy. Being smart definitely pays off! To read the 4 Steps to Winning the New Car Game, go to http://www.moneyguy.com/2006/04/winning-the-car-buying-game/ Learn more about your ad choices. Visit megaphone.fm/adchoices
-
Choosing a Financial Professional, Money-Guy Podcast 4-5-2006
05/04/2006 Duración: 43minFinancial Chaos Topic: Choosing a Financial Professional The US Securities Exchange Commission (SEC) says the best advice it can give you about how to invest wisely is Ask Questions. For a full list of questions, visit http://www.moneyguy.com/2006/04/money-guy-452006-podcast/ Learn more about your ad choices. Visit megaphone.fm/adchoices
-
March 15th, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFS
17/03/2006 Duración: 40minSteps 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
-
February 27, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFS and Special Guest Co-host, Brandon Verner, CPA.
27/02/2006 Duración: 32minCommon 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
-
February 13th, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFS
13/02/2006 Duración: 36minNew 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
-
The first Money Guy Podcast from January 30, 2006 with Brian Preston, CPA CFP® PFS
30/01/2006 Duración: 48minWhy 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 Learn more about your ad choices. Visit megaphone.fm/adchoices