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Brian Preston Cpa Cfp Pfs And Bo Hanson Cfa Cfp Fee Only Fiduciary Advisors public
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Best Brian Preston Cpa Cfp Pfs And Bo Hanson Cfa Cfp Fee Only Fiduciary Advisors podcasts we could find (updated February 2020)
Best Brian Preston Cpa Cfp Pfs And Bo Hanson Cfa Cfp Fee Only Fiduciary Advisors podcasts we could find
Updated February 2020
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Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
 
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What does wealth look like? It depends on a lot of factors including your age, lifestyle, and savings rate. So, how do you know you're on the right track to building wealth and achieving financial abundance? Our "5 Levels of Wealth" show really struck a chord with The Money Guy family. So, we're unpacking what each level looks like at each stage of…
 
Ever wish you had permission to spend guilt free? As financial advisors, people expect us to advise on saving money and spending less, but one of our favorite parts is being that voice of reason and letting people know when they can take their foot off the brake and start living like no one else! Let’s walk through 3 surefire signs that you're read…
 
Building wealth feels amazing, but beware of the pitfalls and traps along the way! We want you to be set up for success financially and personally. Let's explore the downfalls countless millionaires have fallen into and unpack loads of tips to keep you from going down the same path. Here's how to stay on the path to a life of freedom and abundance!…
 
Navigating the world of fee structures, letter designations, and financial strategy can be daunting. In this episode, we take the guesswork out of this big decision. Let's break down how to know it's time to recruit the help of an advisor and whether or not they have your best interest at heart! For more information, visit: https://www.moneyguy.com…
 
After a decade of hosting a financial show (and working in finances for even longer,) what advice has changed or shifted over the years? In this episode, we react to some of our old shows. We share great stories, have a good laugh, and break down fantastic teachable tips designed to fuel your financial life! For more information, visit: https://www…
 
Taxes may be inevitable, but we have good news! There are smart, LEGAL strategies to help you pay fewer taxes this year and every year to come. We use these strategies for ourselves and our clients and, in this episode, we’re going to walk you through the basics. For more information, visit: https://www.moneyguy.com/2019/12/how-to-legally-avoid-pay…
 
Everyone has financial dreams and goals they would like to achieve. Every year, without fail, the topic of personal finance shows up in the Top 5 most popular New Year's Resolutions list. So how can you make your financial dreams a reality? In this episode, we're going to walk you through 4 vital financial areas to add to your goals and then, teach…
 
You've been lied to! The vast majority of millionaires don't build their wealth overnight. There are real and tangible ways anyone at any age can build wealth and become a millionaire! In this episode, we reveal the average salary of each age group (20s, 30s, 40s, and 50s), how much you should realistically be investing in each decade based on thos…
 
Consider this your graduate degree in how to make FIRE a reality! Folks in the F.I.R.E (Financially Independent, Retire Early) Movement are set on retiring in their 30s or 40s. So much of this movement is about motivation, but we want to make sure you understand the nuts and bolts of your plan so the wheels don't fall off! (Don't worry - we'll moti…
 
If you implement these 7 habits, your financial life will change for the better! This show is a beautiful self-assessment. Join us as we walk through each habit and evaluate where we are and how we can use each one. For more information, visit: https://www.moneyguy.com/2019/10/7-financial-habits-that-can-change-your-life!/(opens in a new tab)…
 
Managing finances doesn't have to be scary - but it can be if you make these 5 financial decisions. In honor of the Halloween season, we're telling you scary tales of financial catastrophe AND how you can avoid them! Note: We wore our Halloween costumes for this show! See what costumes we chose on YouTube, Facebook, or Twitter. For more information…
 
Is passive income too good to be true? In today's episode, we expose false claims of "making money for nothin'" and set the record straight on how you can actually make money doing real estate, content creation, and, quite literally, while you sleep! For more information, visit: https://www.moneyguy.com/2019/10/passive-income-exposed/…
 
Time for a gut check! If you're saving or investing your money in these 4 ways, it might be time for a new strategy. We'll break down why each mistake is not serving you well, then we'll cover the best techniques to get out of that financial rut and set yourself up for success! For more information, visit: https://www.moneyguy.com/2019/10/4-ways-yo…
 
Money and marriage: can they coexist in harmony? Money can play a huge role in the overall happiness and success of your marriage. Taking time to consider the way you handle finances as a couple today can make all the difference in the long-run. We're going to walk you through signs of financial success and traps to avoid at every phase of marriage…
 
If you have children or you're thinking about funding any kind of future education, this episode is your new best friend! We're breaking down the best ways to save and pay for college, plus giving you hard numbers that will help you make the best decision on where to get your education. For more information, visit: https://www.moneyguy.com/2019/09/…
 
After watching Discovery Channel’s Shark Week, we realized the financial world has its own ferocious apex predator. Roth assets sit on the top of the food chain. They get tax-free growth, provide emergency access to your funds, and there are no required minimum distributions for these kinds of assets. In today’s show, we breakdown how Roth assets c…
 
There are five levels of wealth that can let you know where you stand in your financial journey and how comfortable you really are when it comes to your finances. Join us for today’s episode of The Money Guy Show to find out where you are in this race of building wealth. We understand that it takes getting to a certain level of wealth when you can …
 
When you get serious about taking control of your finances, one of the first names or resources you may come by is Dave Ramsey. He is a beast in the personal finance industry. Dave has undoubtedly impacted millions - MILLIONS- of people’s lives through his Financial Peace University, radio show, best-selling books, and the plethora of other financi…
 
So often, we are asked whether someone should pay off an outstanding loan or invest. In today’s show, we put the rubber to the road and focus on the numbers. We also look at the different types of debt, how some is more punitive than others, and discuss the role it plays in your overall financial success. Yes! Debt is an important tool to help you …
 
Estate planning can seem like a complex undertaking, and not knowing how to approach it can lead to inaction. Lucky for you, you know us! And like any good friend, we are going to let you in on what we know. Pull up a seat as we share how to get your estate plan established well and the common mistakes people make that you won’t after tuning in to …
 
Can you buy happiness? How much does it cost to buy happiness? What is the relationship between money, wealth, and how happy you are about life? While we don’t have all the answers, we do think we offer a unique perspective on this topic because of our day jobs as fee only financial advisors. We have many conversations with our clients in regards t…
 
It seems like you can’t go anywhere without someone having an opinion or a piece of advice regarding your finances. We are inundated with financial articles, news headlines, and information from our families - solicited or not. While there are times when the advice shared may sound good, it very well may not be right for your particular situation s…
 
Can you become rich making less than six figures? This goes against the grain of what most people believe. In fact, the statistics show that over half of baby boomers and millennials believe people inherit their wealth. However, the reality is that only 21 percent of wealthy people inherit money and of that only 3 percent are millionaires. This mea…
 
The FIRE Movement. What is it? Who’s doing it? Should I do it? Is it good or bad? How do I do it? These are all questions you may ask yourself when you hear people talking about the FIRE Movement. We cover all of this and so much more in this week’s episode of The Money Guy Show. You may notice that we have a special visitor for this episode. Brian…
 
How does your 401(k) balance measure up against your peers? Do you have enough or are you behind? When we meet with potential clients, most of them want to know the answer to these two questions: Where am I? Where am I headed? Tune in to this week’s episode as we share the average 401(k) balance by age and answer the question of whether or not you'…
 
What is one of the most shocking statistics that impacts your finances? Spoiler Alert: It affects everyone regardless of age, gender, socioeconomic status, or where you live. If you guessed mortality, you'd be correct. 100% of us will die. We know that this is not something to take lightly, and here at the Money Guy Show, our goal is to make sure t…
 
One of the biggest decisions you will make in your life is marriage! As you know, here at the Money Guy show, marriage and finance has always been a very important topic. Money creates a unique dynamic within any marriage, and how you manage it can strengthen or undermine this significant relationship. The inspiration for today's episode actually c…
 
You are in for a special treat this week! We are doing #AskTheMoneyGuy right here in the studio. Every week we answer listener requested questions, but this week we felt we wanted to dedicate more time and make this question into a full show. Are you the Chief Operations Officer (COO) for your household? Perhaps more specifically, are you a stay-at…
 
Debt is a four letter word. Is that a coincidence or a consequence? In this week’s episode, we take a deep dive into each age group and what debt should look like at each stage. If your boat is leaking because of debt, cash flow issues, or making monthly payments is a struggle, then you want to take control of your finances immediately so you can g…
 
There are four accounts that you may or may not be aware of that can change your financial life. This is not clickbait, we want to share with you about these accounts because they can transform your finances. We were inspired to produce today’s episode from the many emails and questions we have received from you, our loyal listeners. As you know, T…
 
The Rule of 3! Have you ever noticed that you are only able to hold three or four key concepts at a time? That applies to your finances as well. Life, liberty, and the pursuit of happiness is just an example of the Rule of 3 concept. We wanted to have an episode where we break down the financial basics to set you up for success. Tune in to this wee…
 
What if we told you there is an entire category of words that can be used to manipulate your financial decisions? After all, one of the major components of marketing is being able to persuade people to buy a product or service. But what happens when these same marketing tactics are used in financial services? Here at the Money Guy Show, we believe …
 
Should you buy a second home, RV, timeshare, or a boat? Chances are they could be horrible for your financial life, but, if your lucky, your friends may make these purchases. We all have friends, and as humans we are hardwired to stand out from our peers. Sometimes our peers make financial decisions that would not be great for our personal finances…
 
What did Warren Buffett tell us about personal finance in 2018? It may not be Christmas, but it certainly feels like it when the “Oracle of Omaha” shares his wisdom with us. There have been many of you asking when we are going to cover Warren Buffett’s letter to shareholders. That day has finally arrived! Buffett shares that there are many things t…
 
Do you know the power of your Rate of Return (RoR)? This week’s Money Guy episode is about all things rate of return. If you have ever wondered what a reasonable rate of return is or how to actually calculate it and make sense of it, then this show is for you! You always want to make sure that your rate of return reflects you and what your needs ar…
 
This week’s Money Guy Episode is inspired by an article written by Nick Maggiulli Of Dollars and Data on February 19, 2019 titled "How to Invest a Lump Sum” that talks about what you should do if you suddenly experience a windfall of money. As it turns out, we also did a show on this very topic less than a year ago where we discussed whether or not…
 
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