6 Must-Follow Financial Planning Tips for Parents
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 25 January 2019
⏱️ 22 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You have kids. You make sure they're fed. You make sure they have shelter and you tuck them in at night |
| 0:04.8 | But are you dropping the ball on the financial side of being a parent six must-do's for parents on today's show? |
| 0:12.2 | It's Brian Preston the money guy |
| 0:15.6 | restoring order to your financial chaos retirement |
| 0:19.4 | Investing taxing you've got financial questions. He's got financial answers |
| 0:24.6 | It's Brian Preston the money guy |
| 0:28.1 | So Brian, I'm actually really excited about this show because your parent and I'm a parent and so I think there's a lot of folks out there listening to say hey |
| 0:36.2 | You know, I'm a parent too or maybe I want to be a parent or maybe I'm an expected parent |
| 0:42.1 | Or maybe I have parents this is a great show to be able to go through hey |
| 0:46.6 | There's just six things that parents ought to be thinking about if you have you know if you have planning on having or even if you are a kid |
| 0:52.8 | Do some things maybe your parents are thinking because of some of the edits you made on the show notes |
| 0:57.2 | Even if you got kids that are out of the house |
| 1:00.3 | There's some things in here that are going to hit you so this is all ages all you have to do is at some point in your life |
| 1:06.9 | Somebody called you mama are daddy. So here. Let's talk about must-do's for parents number one |
| 1:12.7 | But let's just jump into this by the way money guy calm. I don't brag about go check us out at money guy calm |
| 1:18.9 | Subscribe to the YouTube channel or go listen to us on the on |
| 1:23.7 | You know, however you download podcast |
| 1:25.8 | Sure I tune Zyra radio and I'll put her okay. That's a hot mess. Let's jump into this thing number one |
| 1:32.2 | Draft a will and a plan for guardianship that's |
| 1:36.1 | Dare I say that's the biggest most important most vital one and that's why we put it number one when you think about like financial |
| 1:41.9 | Planning there's a pyramid we always talk about the planning pyramid with the very base of the pyramid are your |
| 1:46.8 | Biggest risks the things you have to take care of and right dead in there if you have young children |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

