Mentioned On
Episode Mentions
Money Guy Show · Apr 13, 2026
They Were Burned by a Bad Financial Advisor | Making a Millionaire
“Host company of Money Guy Show; provides wealth management services and planning consultation to guests”
Financial Advisor Fraud Detection and PreventionBackdoor Roth IRA Contribution Rules and Income Phase-OutsAsset Allocation Glide Path Strategy for Pre-Retirement
View AnalysisMoney Guy Show · Feb 27, 2026
3 Big 401(k) Updates That Could Impact Your Future
“Registered investment advisory firm co-founded by hosts Brian Presson and Bo Hanson”
401(k) Contribution Limits and Catch-Up Provisions for 2026Roth Conversions and Tax-Free Growth StrategiesHigh-Income Earner Tax Rule Changes
View AnalysisMoney Guy Show · Feb 20, 2026
Tax Tips To Beat The IRS By Age (Legally!)
“Registered investment advisory firm where hosts Brian Preston and Bo Hanson are partners; provides personalized financial planning and tax optimization services”
Tax-Free Account Optimization (Roth IRA, Roth 401k, HSA)Three Tax Buckets Strategy (Tax-Free, Tax-Deferred, After-Tax)Roth Conversion Strategies and Tax Arbitrage
View AnalysisMoney Guy Show · Feb 18, 2026
Vanguard Predicts Market Collapse in 2026 (Are They Right?)
“Financial advisory firm co-founded by hosts Brian Preston and Bo Hanson, mentioned as their professional affiliation”
Market prediction accuracy and institutional forecasting reliabilityVanguard Economic and Market Outlook 2026Dot-com bubble comparison and wealth tipping points
View AnalysisMoney Guy Show · Feb 16, 2026
Planning for the Future When Tomorrow Isn’t Guaranteed | Making a Millionaire
“Financial advisory firm where hosts Brian Preston and Bo Hanson are partners; provides wealth management services”
Cystic Fibrosis medical management and life expectancy improvementsCFTR modulator medications and genetic condition treatment advancesPension vs. 401(k) optimization for healthcare workers
View Analysis