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Money Guy Show

3 Phases of Wealth Building by Age (Where Are You?)

Money Guy Show

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

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.62.8K Ratings

🗓️ 20 June 2025

⏱️ 45 minutes

🧾️ Download transcript

Summary

Are you focused on the right part of your financial journey? In this episode, we break down the three phases of wealth - Make, Maintain, and Multiply - and show how they apply differently throughout life. From starting your career to entering retirement, we’ll help you identify where your time, energy, and money will have the biggest impact. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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trial at Shopify.com slash setup. Strap in. Today's exciting. We're going to cover the three

1:03.4

phases of wealth building by age. Brent, I am so excited to talk about this because where we sit, we get to work with wealthy and successful people through all courses of life, from those that are just starting out to those who have reached financial independence.

1:25.1

And what I love is over the years of us doing this, we have been

1:28.1

able to distill some commonalities, some interesting things that we see permeate all of those

1:34.5

individuals. And in today's show, we get to walk through and share those. We have been covering

1:39.2

this phases of wealth building for years. But I was shocked when we kind of had a content meeting

1:44.6

and we're like, we haven't done a full show on this. We've done shorts. We've done other things.

1:49.1

There's done clips of us talking about make, maintain, multiply wealth. But never have we actually

1:57.5

shared how this is going to impact and intersect with where you are by age

...

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