5 Levels of Wealth AND How to Achieve Them! (2022 Edition)
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 3 December 2021
⏱️ 54 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | Five levels of wealth and how to achieve them. |
| 0:03.4 | It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, |
| 0:10.3 | investing, taxing. |
| 0:12.3 | You've got financial questions, he's got financial answers. |
| 0:15.9 | It's Brian Preston, the money guy. |
| 0:19.1 | Brian, I am super excited about this show because the love is a world that's kind of this |
| 0:23.1 | idea that you and I came up with, right? |
| 0:25.4 | We started talking about from working with wealthy individuals and wealthy families for |
| 0:31.0 | the past, collectively, 30 plus years now, it seems like there's different stages to |
| 0:37.1 | this journey of wealth building. |
| 0:38.5 | There's different stages to how we approach our financial lives. |
| 0:42.1 | Maybe it would be helpful if we sort of laid out for our folks what each of those stages |
| 0:46.6 | are and how you can kind of spot check to see where you are. |
| 0:49.2 | Now, not to put you in a box of stereotype, but you're always excited. |
| 0:53.1 | I am. |
| 0:54.1 | I am excited. |
| 0:55.1 | I am excited today because we're going to be dropping foundational knowledge bombs that |
| 1:01.3 | if you have ever wondered, how do I build wealth? |
| 1:04.8 | Where do I stack up? |
| 1:06.1 | We are going to load you up today. |
| 1:09.5 | This is really going to be one of those shows. |
| 1:11.5 | Always feel pressure to make sure this show checks all the boxes because it's just going |
... |
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