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Money Guy Show

7 Cashflow Milestones Worth Celebrating (2026 Edition)

Money Guy Show

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

Investing, Education, Business

4.73.1K Ratings

🗓️ 15 May 2026

⏱️ 26 minutes

🧾️ Download transcript

Summary

Use code MONEYGUY at Monarch.com to get your first year half off at just $50: https://www.monarch.com/ How do you know if you're actually winning with money before you hit seven figures in 2026? Net worth milestones can take years to reach, but cash flow milestones happen fast because you can have direct control over them. From getting to net positive for the first time to saving $1,000 a month, Financial Advisors, Brian Preston and Bo Hanson, share seven cashflow milestones to celebrate on your journey to financial independence. 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

Click on a timestamp to play from that location

0:00.0

One thing about financial mutants, we love tracking our progress. So today, we're going to give you

0:05.8

seven cash flow milestones to aim for and also celebrate.

0:09.7

I am so excited because when it comes to net worth milestones and 401K milestones, it can take a long

0:17.3

time to progress from one of the milestones to the next. But today's milestones

0:22.3

can happen that much more quickly because you actually have control over these milestones.

0:28.2

So I'm Brian, he's Bo, and we're financial advisors here to help you celebrate your cash flow

0:33.4

milestones on the way to financial independence. And with that, let's dive right in.

0:44.3

Yeah, Brian, the cash flow milestones that we're covered today are really more behavioral.

0:49.4

They happen because of what you're actually doing with your money day in and day out, regardless of what

0:55.9

else is going on, regardless of market factors. And some of them may seem very simple and

1:02.6

easy. And some of them may be a little bit harder and maybe might not even be pertinent to

1:07.4

your situation. But I think that when you track and hit these milestones,

1:12.1

it's going to give you that little bit of staying power in your financial journey. But let's be

1:16.1

clear, even the small ones that might seem insignificant are going to have huge impacts on your

1:21.9

future success. So don't overlook any of these. And we have built them in an order so that they're

1:27.1

building upon

1:28.0

themselves. That's right. So let's jump in with the very first one. And this one, it seems so

1:32.3

silly, and yet most Americans have a hard time getting here. It's just being cash flow positive.

1:38.8

This is the place where you are at a net zero from month to month. You're not living beyond your means.

1:45.3

Yeah, this is one. We tell you the first ingredient of the three main ingredients to wealth.

1:49.8

That's discipline. You're having that discipline to live on less than you make creates

1:54.7

margin or the money that actually gets invested. And you give that enough time, magical stuff happens. Yeah, when you can

...

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