3 Steps You Can Take So You Don’t Screw Up Your 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

🗓️ 23 September 2016

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

There are a series of things you can do in order to set yourself up for financial success. Likewise, there are a set of things that maybe you're not doing that could be negatively impacting your financial portfolio. In this episode of The Money Guy Show, Brian and Bo walk listeners through the three easy steps you can take so you don't screw up your portfolio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	The power of three, the Trinity.
0:02.4	What if I could tell you guys that we had three steps
0:06.3	to help you ensure that you didn't screw up your portfolio?
0:09.6	All you have to do is listen to these three key moments
0:12.8	and these three big piece of advice,
0:15.2	and you will be better for it.
0:16.8	All that and more in today's Money God Show.
0:19.2	It's Brian Preston, the Money Guy.
0:22.1	Restore your order to your financial chaos.
0:25.1	Retirement, investing, taxing.
0:27.9	You've got financial questions.
0:29.5	He's got financial answers.
0:31.4	It's Brian Preston, the Money Guy.
0:34.7	So about some house cleaning things from last episode
0:37.9	that our listeners had a little fun with me.
0:41.2	You know, yeah, this is maybe this is what happens.
0:43.6	We can don't pre-plan.
0:45.2	And you watch the Apple announcement before you come right on air.
0:48.9	Is that yeah, I kind of made myself look sitley
0:53.0	because I should have known just because the new iPhone
0:56.9	didn't have a headphone jack.
0:58.7	Didn't mean my 10 year old car wouldn't be able to work anymore.
	...

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