Money Guy Show

Discover the ins and outs of investing in mutual funds, focusing on the key differences in share classes A, B, and C. Learn how fees impact your financial choices and the nuances between mutual funds and ETFs. Get valuable insights into PIMCO's offerings and the importance of minimizing costs for better performance. Plus, explore the significance of building strong client relationships in financial consulting while understanding the essential role of mutual funds in effective asset allocation and long-term saving strategies.

Almost everyone has a story about a financial mistake that they made at some point in their lives. These mistakes are some of our best learning moments, and they teach us a lot about how to make good choices in the future. We hope that by sharing our past mistakes with you, we can help you avoid these same mistakes. Learn more about your ad choices. Visit megaphone.fm/adchoices

The basic key to a good retirement is to save money and earn a decent payback on your investments. However, there are other keys to working this plan, and they involve all stages of life from the early years into your retirement. Earning money and investing it wisely is not the only thing to consider. According to an article from CNN Money, there are 6 important secrets to having your dream retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Although life insurance may be a morbid discussion, it can be a very important piece of your financial plan. Rates can be very affordable, even for people in their 40’s and 50’s. We believe that it is important to educate yourself by doing your homework and getting a good understanding of what you are buying. Remember that your family is dependent on your income, and it will make such a difference in the lives of those you may leave behind. Learn more about your ad choices. Visit megaphone.fm/adchoices

The look and feel of the personal financial planner is changing. No longer is an office surrounded by mahogany and crown moldings the only choice. Some of today’s financial planners are much more laid back and casual, but maintain the same level of expertise and financial knowledge. The internet offers many choices for a planner as well, and it’s up to you to decide based on your needs and goals what will work best for you. Learn more about your ad choices. Visit megaphone.fm/adchoices

As a lead-off show for 2013, we decided to answer some email questions from our listeners. We love receiving your email questions and always enjoy when we get to share them on the show. Learn more about your ad choices. Visit megaphone.fm/adchoices

Now that Christmas is over, remember that it is not about the gift itself but about the thought that went into it. With our New Year's resolutions right around the corner, we decided to share some Money-Guy insights with our listeners. Sometimes age changes how we look at life and financial planning. It’s so important to enjoy the smaller things in life. Here are some keys we feel are important to remember. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Christmas season is quickly approaching, and, in our office, the Michael Buble holiday Pandora channel has been playing nonstop (we are using the wireless speaker purchased on Black Friday) to help us get ready for the holidays... Learn more about your ad choices. Visit megaphone.fm/adchoices

Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With the end of the year quickly approaching, we thought we would share some planning strategies you may want to begin thinking about as we close down 2012. From investment planning to tax planning, the end of the year is always a great time to put the ‘finishing touches’ on making sure your financial house is in order. Learn more about your ad choices. Visit megaphone.fm/adchoices

Now that the Presidential election of 2012 is behind us, what will the future hold? Democrats and Republicans are currently deeply divided. With the victory for the President, our hopes are that he will use his re-election to help the country heal and find compromise. Learn more about your ad choices. Visit megaphone.fm/adchoices