Bear Bargains, Broker Battles, and Searching for Yields

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 3 June 2009

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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 are some of the best bargains that have happened as a result of the recession plus some buying tips, the increase in litigation against brokers and money managers and why the process might not be as easy and straight forward as you think, and then remind you that part of reaching financial independence is optimization. Show notes at http://www.moneyguy.com/2009/06/bear-bargains-broker-battles-and-searching-for-yields Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Brian Preston, The Money Guy, restoring order to your financial chaos.
0:06.0	Retirement, investing, taxes.
0:09.0	You've got financial questions.
0:10.0	He's got financial answers.
0:12.0	It's Brian Preston, The Money Guy.
0:15.0	Welcome to The Money Guy Show.
0:17.0	I'm your host, Brian Preston.
0:19.0	I'm going to give you the title for today's show.
0:21.0	It's Bear Bargons, broker battles, and searching for yields.
0:25.0	You guys always give you a little insight into how we come up with show topics.
0:29.0	And this week's show topics come from two of my favorite newsletters.
0:32.0	We've got the Consumer Reports, Money Advisor, and then Kiplinger's Retirement Report.
0:37.0	And the reason I like these guys is they come in monthly, quarterly,
0:41.0	and they give me all kind of topics, you know, because I did ask you,
0:45.0	and before I get right into it, I did ask you last, well, you know, when we had the last podcast,
0:51.0	I said, what do you all think about me doing a fair tax podcast?
0:55.0	And holy cow, you came out of the woodwork to talk about the fair tax.
1:00.0	And I'm a little scared about that.
1:03.0	We are going to be doing a fair tax podcast.
1:05.0	I need at least another two to three more weeks to prepare,
1:08.0	because I want to do a very analytical analysis of everything.
1:11.0	And I'm not promising good, bad on which way we're going to come on this thing.
	...

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