9 Secrets to Having a Successful Retirement!

Money Guy Show

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

Education, Business, Investing

4.7 • 3.1K Ratings

🗓️ 18 December 2020

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

After a combined 30+ years of experience of financial planning, we've seen retirement done right... and NOT right. So what are the key factors that will make or break your retirement? Whether it's stress testing your plan for weaknesses or understanding how your mindset will affect your success - we unpack it all in this episode! For more information, visit: https://www.moneyguy.com/2020/12/9-secrets-to-retirement-success/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	non-secrets to retirement success.
0:04.0	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:11.2	investing, taxing.
0:13.0	You've got financial questions, he's got financial answers.
0:16.6	It's Brian Preston, the money guy.
0:20.0	Brian, I'm actually really, really excited about this show because I feel like we have
0:24.0	a very unique place in the world.
0:26.4	Not only do we get to talk to all of you folks out there and share personal financial
0:30.6	wisdom, but in our day jobs, we get to actually help people do this.
0:34.7	We get to actually help people work to and through retirement.
0:37.9	We've seen so much up.
0:40.4	We've been around it so much.
0:41.4	We've seen so many people do it well.
0:43.5	We ought to think about a malgomating, some of the things that we've learned and put
0:47.4	that in a show to share with our folks.
0:49.7	Yeah, I think a lot of people, I mean, some of the comments we've gotten on YouTube are
0:53.9	that you guys are great for the 25 to 44 year olds that you're getting motivated about
0:59.4	saving, but what about me?
1:01.1	I'm quickly approaching retirement.
1:03.0	I also need advice.
1:04.0	I'm like, well, of course, we try to love on you guys as well and we try to do shows and
1:09.8	we do definitely do that with our clients.
	...

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