2008 Financial Resolutions and How Not to Have a 1987 Portfolio

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

🗓️ 7 January 2008

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

A new year can represent a fresh start for many. I know that many out there have made financial resolutions and I want to be a resource to help you reach that goal of financial independence. Let's talk about some of the big areas that may need attention: Wills Life Insurance Beneficiary Designations on Life Insurance and Retirement Plans Asset Allocation For more information, visit the show notes at www.moneyguy.com/2008/01/2008-financial-resolutions-and-how-not-to-have-a-1987-portfolio 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, retirement,
0:07.6	investing, taxes.
0:09.3	You've got financial questions, he's got financial answers.
0:12.9	It's Brian Preston, the money guy.
0:15.8	Well, I hope everybody had a great holiday season and it is now the beginning of 2008.
0:21.7	And man has 2008 come into this year.
0:25.7	It has not been the best of times out there in the financial world.
0:30.2	I think a lot more people are starting to be a little more concerned about the volatility
0:34.3	that's going on.
0:35.3	But we are here to be your foundation, can't be that beacon of light and all the darkness
0:40.3	out there and make you feel better about your personal finances.
0:43.1	Go beyond comments since this is the money guy show and I'm your host, Brian Preston.
0:48.4	So if you want to contact the show, first let me give you some basic information.
0:52.4	You can go to moneyguy.net if you want to go pull up show notes on that website.
0:57.6	You're going to get our show notes and be able to get links and we're going to be making
1:01.0	some some huge changes here in a few months.
1:03.8	But right now that's the current setup.
1:05.8	You can also go on there typing your email address on the left hand side and get those
1:10.0	updates sent directly to your email account every time we do go out there and update the
1:14.9	show notes.
1:15.9	Also, you can sign up directly on the website for the wealth report.
1:19.4	That's our paid subscription service so you get a quarterly newsletter that's going
	...

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