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
4.7 • 3.1K Ratings
🗓️ 20 November 2015
⏱️ 37 minutes
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Summary
Transcript
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| 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. |
... |
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