From The Blog

GF¢ 029: 7 Financial Advisors I Would Like to Punch in the Face

Podcast: Play in new window | Download People who know me know I’m not a very violent guy. I’ve never been in a fist fight in my entire life, I very seldom ever yell (except when the St. Louis Cardinals would blow a four run lead in the bottom of the ninth), and I cover […]

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The Top 10 Cities That Your Financial Advisor Approves You To Retire In

You’ve probably seen dozens of lists like this, but let’s admit it – most of them center on locations that are already flooded with retirees for all the usual reasons. On this list, I’m zeroing in on cities that offer tangible financial advantages to retirees. Sure, they’re great places to retire. But each also offers […]

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GF¢ 028: How to Start a Franchise Empire (without going broke)

Podcast: Play in new window | Download Opening one franchise and making money is a tall feat. What about opening more than 13? Now that’s legit! Jesse Keyser is a franchise owner based in Southern Illinois. What I love about Jesse’s story is that it’s a perfect reminder of what Operation: #investNOW is all about. […]

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Grow Your Dough Update (May Update)

I am not a stock picker. When I came up with the bright idea of starting the Grow Your Dough throw down, I had a haunting suspicion that I would lose. Why, you ask? Because I absolutely suck at picking stocks. Yes, I’ve made a few good picks in my day, but many of those […]

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GF¢ 027: 5 Questions to Ask *Before* You Buy an Annuity

Podcast: Play in new window | Download Buying an annuity should not be the worst experience of your life. Some financial advisors represent them to be the greatest thing since sliced bread.  Other advisors associate annuities with a certain four-letter word.  And no, that word isn’t good. You might be wondering where I fall in […]

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GF¢ 026: How to Say “Screw the 9 to 5″ and Chase Your Passion

Podcast: Play in new window | Download If you’re sitting at your day job banging your head on your desk, then I might have the podcast for you. Tom Ewer from left the comfort of his 9 to 5 job to chase his dream. “Chasing your dream” always sounds cool, but it’s not as […]

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8 Questions to Ask a Prospective Financial Adviser

The following is an excerpt from the book The Five Years Before You Retire by Emily Guy Birken. There are many different types of financial planners and advisers—and only some of the titles that various financial advisers can use are regulated. Meeting someone who calls himself a financial planner could mean you’ve shaken hands with […]

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9 Money Tips Every College Student Should Know So They Don’t Graduate Broke

I knew nothing about managing money in college. Even though I was a finance major, I was horrible at actually managing money. How horrible?   How about unnecessary student loan debt, 2 credit cards nearly maxed out, and literally nothing in my savings account even though I had two part-time jobs and National Guard money […]

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GF¢ 025: Top 6 Mistakes That Will Screw Up Your Retirement

Podcast: Play in new window | Download No one likes to get screwed. It’s not a fun feeling and personally it irritates the crap out of me. But what happens when you screw yourself? That’s definitely not cool! I’ve been a financial advisor for over 12 years now and I’ve seen plenty of people screw […]

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IRS Gifting Rules for 2014

The holiday season is already behind us but that doesn’t mean you still can’t give the perfect gift. In the financial world, the term gift has a whole new meaning as it pertains to estate planning. Many investors look to “gift” a portion of their estate to prevent having to pay a hefty estate tax […]

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Changes to the Child Tax Credit for 2014

If you’re like me, you like to get every tax credit that you can. Why not, right? It’s like buying something that you know you are going to have to buy, and having a coupon for it. It would be silly not to use it. The only problem with tax credits is that it’s hard […]

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GF¢ 024: How to Buy Back More of Your Time With Outsourcing

Podcast: Play in new window | Download Chris Ducker is the outsourcing king. He runs an outsourcing company that helps small business owners grow their business, and has also automated his own business to “buy back” more of his time, so he can spend it doing what he loves. In short, Chris Ducker is my […]

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