Brian Preston's "Money Guy" Blog and Podcast
Brian Preston's "Money Guy" Blog And Podcast
Brian Preston, CPA, CFP®, PFS, blogs and podcasts about restoring order to your personal financial chaos. By day, he\'s a partner in a fee-only wealth management and financial planning firm, Preston & Cleveland. After hours, he pursues his passion: providing financial education that goes ...
TGI BLACK FRIDAY!!
Some people love Christmas or Thanksgiving or maybe New Year's or Valentine's day, but, while I do enjoy these holidays very much, there is one day each year that holds special significance for me. You probably guessed it... that day is Black Friday. ...
Health Insurance Making You Sick?
If you pay attention to any piece of news, you no doubt have heard SOMETHING about health insurance over the last few months. Coincidentally, in the midst of potential health care reform, it is open enrollment for many individuals covered under employer ...
The Tortoise, or the Hare?
Today's show is on a topic that I feel is very easy to understand, but, for some reason, very often overlooked. While overlooking this seemingly small concept may not seem like a huge deal, the impact it can have on your investment portfolio as well as ...
Inflation Concerns…?
If you watch any piece of news, read any bit of financial commentary (which you probably do since you listen to this show), or have any sense of how financial markets work, then inflation has no doubt been a thought on your mind. If you go a little ...
Credit Card Review
There was a great article in my November edition of Consumer Reports. The title of the article was Take Control of Your Credit Cards: How to Fight Back Against Higher Rates, Fees, and Abusive Practices. It is no secret that credit card companies are not ...
Life Changing Events and The Fair Tax
So 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.
[[ This is a ...
I.O.U.S.A. One Nation. Under Stress. In Debt.
Every so often we stumble across something so moving and so compelling that we feel we MUST share it with those around us. Well that is exactly what has happened to me over the past week. In today’s show I want to share a documentary done by the Peter ...
An Heir-Tight IRA
Today's show is one of those nitty-gritty topics that may not always be the most fun or most exciting, but it is definitely one of the most important. Today I wanted share the significance of making sure that your beneficiary designations are up-to-date ...
Bing Double Cash Back
Bo and I will be traveling to South Carolina for a conference this week, but I didn't want you to be without sound financial information for two whole weeks. This, combined with how excited I get about FREE money, made this week's show topic a ...
When The Going Gets Tough…
So here we find ourselves. I won't go so far as to say that things feel good, but at least it doesn't appear as though the sky is falling any longer. Will we remain at this "comfortable" level? I'm not sure and I don't think that anyone knows for sure. ...
Free Fixes and ‘Cash For Clunkers’
Today is a prime example of how quickly things change in our current economic environment! We recorded this show on Thursday afternoon, 07/30, and planned on releasing it Friday morning, 07/31. To our amazement, when we came into the office on Friday, ...
“Dead Ideas” Living On
How would you feel about outperforming the stock market by 15% - 20%? Holy smokes! That sounds pretty great doesn’t it? That’s the kind of thing you get to brag about at office Christmas parties! What if, however, outperforming the markets by 15% - ...
The Elite Savvy Consumer
I want you to consider this week's show 'Basic Training'... boot camp, if you will. The reason for this is because smart consumers, nay elite consumers, can make their money go about 5% - 15% farther than the general population.
[[ This is a content ...
Bail Outs = Bad News
There is only so long an individual can let something bother them before they have to bring attention to it. I tell you over and over that I really do try to stay away from religion and political talk as best as I can. Enough 'things' have happened with ...
Why a Roth 401k May be Your Best Bet
If you have been listening to this show for any length of time at all, you have no doubt heard me sing praise of the Roth IRA. The Roth IRA is an amazing planning tool for those individuals who qualify. Not only do you get tax deferred savings for ...
Legacy of A Generartion… Not the Millionaire Next Door
Sometimes individuals have those moments where they wake up in the middle of the night, and it hits them! It's that thought, or idea, or realization that is so thought-provoking and so revolutionary that they can't shake it. This is what happened to me a ...
Bear Bargains, Broker Battles, and Searching for Yields
This week’s show comes from two of my most favorite newsletters, Consumer Reports’ Money Adviser and Kiplinger’s Retirement Report. These publications are great and I thoroughly enjoy reading them each month. The three topics I’m going to cover ...
Social Security, Charity Fraud, and Credit Card Deadbeats
It’s been a good week around here. We’ve been pretty busy with client and prospect meetings, but things are starting to calm down and get back to normal. I’ve received many interesting emails and articles over the past week, and I feel like some of ...
DCA: Maybe the Most Important Investment Decision You Will Ever Make
So once again this week's show topic was inspired by real life events. You would have to be living under a rock to not notice the gains we have been experiencing in the stock market over the past few weeks. But is it real?
[[ This is a content summary ...

