1,537 episodes

“The Moneywise Guys” podcast is all things funny, finance + economics. Utilizing national hot topics of the day as talking points, this show is dedicated to breaking down dense financial concepts with humor and experience while providing practical financial advice for everyday people and all pocketbook sizes. With years of collective experience and unique insights as fiduciary financial advisors, this show and its rotating cast of hosts offers a fresh + humorous hour for any listener that is interested in improving their financial health.

The Moneywise Guys Moneywise Guys

    • Investing

“The Moneywise Guys” podcast is all things funny, finance + economics. Utilizing national hot topics of the day as talking points, this show is dedicated to breaking down dense financial concepts with humor and experience while providing practical financial advice for everyday people and all pocketbook sizes. With years of collective experience and unique insights as fiduciary financial advisors, this show and its rotating cast of hosts offers a fresh + humorous hour for any listener that is interested in improving their financial health.

    11/30/20 Median California homes pass $700,000. Who can afford this craziness?

    11/30/20 Median California homes pass $700,000. Who can afford this craziness?

    The Moneywise Guys
    Monday, November 30th
    BE MONEYWISE.
    Moneywise Wealth Management | “The Moneywise Guys” podcast
    call: 661-847-1000
    email: info@moneywiseguys.com
    website: www.MoneywiseGuys.com
     
     

    • 44 min
    11/24/20 Attorney, Kyle Jones joins us to discuss estate tax changes and how important a trust is

    11/24/20 Attorney, Kyle Jones joins us to discuss estate tax changes and how important a trust is

    The Moneywise Guys
    Tuesday, November 24th
    BE MONEYWISE.
    Moneywise Wealth Management | “The Moneywise Guys” podcast
    call: 661-847-1000
    email: info@moneywiseguys.com
    website: www.MoneywiseGuys.com
     
    Guest: Kyle Jones, Attorney at Law
    www.kwjoneslaw.com 

    • 43 min
    11/23/20 Discussion about empathy and diversification with local hero, Traco Matthews

    11/23/20 Discussion about empathy and diversification with local hero, Traco Matthews

    The Moneywise Guys
    Monday, November 23rd
    BE MONEYWISE.
    Moneywise Wealth Management | “The Moneywise Guys” podcast
    call: 661-847-1000
    email: info@moneywiseguys.com
    website: www.MoneywiseGuys.com
     
    Guest: Traco Matthews, Chief Program Officer at CAPK (community action partnership of kern) and sits on the board of the African American Network of Kern County
     
    www.capk.org
     
     

    • 45 min
    11/20/20 James Fraud, Flying Cars and Business talk

    11/20/20 James Fraud, Flying Cars and Business talk

    The Moneywise Guys
    Friday, November 20th
    BE MONEYWISE.
    Moneywise Wealth Management | “The Moneywise Guys” podcast
    call: 661-847-1000
    email: info@moneywiseguys.com
    website: www.MoneywiseGuys.com
     
    Guest: Patrick Collins, Sales Associate for Sunbelt of Bakersfield
    www.sunbeltnetwork.com/bakersfield-ca/team/patrick-collins/

    • 43 min
    11/19/20 - How much do you have to pay in taxes for gifting and pulling from retirement?

    11/19/20 - How much do you have to pay in taxes for gifting and pulling from retirement?

    The Moneywise Guys
    Thursday, November 19th
    BE MONEYWISE.
    Moneywise Wealth Management | “The Moneywise Guys” podcast
    call: 661-847-1000
    email: info@moneywiseguys.com
    website: www.MoneywiseGuys.com
     

    • 43 min
    11/18/20 How will the next Covid surge impact the economy and Kern County? We discuss this with County Public Health Director, Matt Constantine

    11/18/20 How will the next Covid surge impact the economy and Kern County? We discuss this with County Public Health Director, Matt Constantine

    The Moneywise Guys
    Wednesday, November 18th
    BE MONEYWISE.
    Moneywise Wealth Management | “The Moneywise Guys” podcast
    call: 661-847-1000
    email: info@moneywiseguys.com
    website: www.MoneywiseGuys.com
     
    Guest: Matt Constantine, Director of Public Health Services
    https://kernpublichealth.com/
     

    • 45 min

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