7 Steps for Successful Vision Planning in 2016

Money Guy Show

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

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

4.6 • 2.8K Ratings

🗓️ 20 November 2015

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In this episode, your Money Guys cover a few tips on Black Friday shopping before revealing 7 steps you can take to have a successful 2016. If you’ve found you’re not happy with where you are and want to push past boundaries in 2016, this show will leave you feeling inspired to take action.

Transcript

Click on a timestamp to play from that location

0:00.0	Hey guys, you know what time of year it is?
0:02.0	It's the holidays.
0:03.4	Black Friday.
0:04.7	A lot of you are like, hey, this is my episode
0:07.2	to hear all the Black Friday stuff.
0:09.4	You might want to tune in because you go here
0:11.1	that I have a different take for this year.
0:13.5	But then we're going to shift gears
0:15.2	and guess what we're going to talk about?
0:16.2	We're going to talk about how, if you don't like where you are,
0:19.0	whether we're talking about your job,
0:20.8	whether you're talking about your income,
0:22.2	whether we're talking about your savings,
0:23.6	just anything that deals with just your station and life.
0:28.1	Today we're going to give you a vision plan recap.
0:31.1	If you remember, we had a great impact podcast
0:33.9	that we did at the end of last year.
0:35.6	We're bringing it back to you all that more on today's show.
0:39.1	It's Brian Preston, the money guy,
0:42.1	restoring order to your financial chaos, retirement,
0:45.9	investing, taxing.
0:47.8	You've got financial questions.
	...

Please login to see the full transcript.

Previous episode | Next episode

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.