Episodes

  • How Can You Prevent Identity Theft?
    Sep 2 2024

    "What can we all do to prevent identity theft besides doing things like freezing our credit? I'm not sure if you've gone over this topic before."

    We'll walk you through that question and more in today's Q&A episode!

    Jump start your journey with our FREE financial resources

    Reach your goals faster with our products

    Take the relationship to the next level: become a client

    Subscribe on YouTube for early access and go beyond the podcast

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    Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

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    32 mins
  • Do You Need Luck to Be Wealthy?
    Aug 30 2024

    "What were your luckiest financial decisions? How much of your wealth building do you think has been about discipline vs. luck?"

    We'll walk you through that question and more in today's Q&A episode!

    Jump start your journey with our FREE financial resources

    Reach your goals faster with our products

    Take the relationship to the next level: become a client

    Subscribe on YouTube for early access and go beyond the podcast

    Connect with us on social media for more content

    Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

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    30 mins
  • The Dark Side of Owning a Home
    Aug 28 2024

    "My husband and I bought a home in 2021. We thought we were buying within our means, but are now overwhelmed with maintenance costs and increasing monthly payments. Do we need to move?"

    We'll walk you through that question and more in today's Q&A episode!

    Jump start your journey with our FREE financial resources

    Reach your goals faster with our products

    Take the relationship to the next level: become a client

    Subscribe on YouTube for early access and go beyond the podcast

    Connect with us on social media for more content

    Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

    Show more Show less
    25 mins
  • "Should We Liquidate to Buy a Home?"
    Aug 26 2024

    "​​If my wife and I liquidate all assets except retirement which is around 40k, we could buy our first home in cash (300k). Should we consider this or take on a mortgage?"

    We'll walk you through that question and more in today's Q&A episode!

    Jump start your journey with our FREE financial resources

    Reach your goals faster with our products

    Take the relationship to the next level: become a client

    Subscribe on YouTube for early access and go beyond the podcast

    Connect with us on social media for more content

    Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

    Show more Show less
    25 mins
  • Top Wealth Building Strategies by Net Worth
    Aug 23 2024

    Personal finance is personal. A good strategy for someone in their 20s just starting out on their wealth building journey is probably not right for someone with a million-dollar portfolio.

    So, we wanted to break down what might be valuable to do with your next dollar, for people at different stages of that wealth building journey.

    Jump start your journey with our FREE financial resources

    Reach your goals faster with our products

    Take the relationship to the next level: become a client

    Subscribe on YouTube for early access and go beyond the podcast

    Connect with us on social media for more content

    Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

    Show more Show less
    38 mins
  • "HELP! I'm Addicted to Saving!"
    Aug 21 2024

    "I am so addicted to saving (30-35% savings rate) that I am worried I don't know how to turn it off. It is starting to affect my desire to enjoy today. My spouse is 30 and I am 32 and we have about $270K in retirements and $30K in a taxable brokerage. I still want to cheap out on family vacations. I feel like I have a sickness... Any advice on how to know when enough is enough?

    We'll walk you through that question and more in today's Q&A episode!

    Jump start your journey with our FREE financial resources

    Reach your goals faster with our products

    Take the relationship to the next level: become a client

    Subscribe on YouTube for early access and go beyond the podcast

    Connect with us on social media for more content

    Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

    Show more Show less
    26 mins
  • This 401(k) Mistake Could Ruin Your Retirement!
    Aug 19 2024

    The 401k is one of the most powerful wealth builders. However, there is a mistake people are making that could destroy their retirement.

    Jump start your journey with our FREE financial resources

    Reach your goals faster with our products

    Take the relationship to the next level: become a client

    Subscribe on YouTube for early access and go beyond the podcast

    Connect with us on social media for more content

    Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

    Show more Show less
    37 mins
  • 4 Ways to Pay for BIG Expenses
    Aug 16 2024

    There are great resources out there like automated savings, savings buckets, and budgeting apps to help you know how much to save and to help with behavior. We know how to save, but one question that goes unanswered often is… how do I actually pay for these big expenses? And is it ever okay to take out loans?

    Jump start your journey with our FREE financial resources

    Reach your goals faster with our products

    Take the relationship to the next level: become a client

    Subscribe on YouTube for early access and go beyond the podcast

    Connect with us on social media for more content

    Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

    Show more Show less
    40 mins