All the Financial Advice You Need on an Index Card

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

🗓️ 15 January 2016

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Happy 2016! The Money-Guys are thrilled to celebrate 10 years of producing The Money Guy Show. It’s been an incredible decade of sharing this podcast with you. Thanks for being along for the ride. On this episode, we want to cover something you might have seen in the news recently: the claim that you can fit all the financial advice you need on an index card. But we’re putting a bit of Money Guy twist on things, and sharing some unique tips and ideas for smart and simple money management.

Transcript

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0:00.0	What if you could fit all the financial planning advice you need really in life on an index card?
0:06.8	Could you do it? If you could, would you like to at least know what that index card looked like?
0:13.6	That's what we'll be covering today because this is something that kind of has become a viral
0:17.9	phenomenon that we're going to make sure that we kind of give the whole money guy touch to. So
0:23.5	hang in there and we'll start the show right now.
0:42.0	Hey guys starting 2016. Yeah, that's the first episode of this year isn't it?
0:48.1	Officially 10 years of podcast excellence here. Can you believe that? I mean 10 years that we've
0:54.4	been doing this show bow kind of um that's kind of a that's a big thing. 10 years of free. I mean
1:02.0	10 years there's some staying power there. That's pretty cool. It's a pretty neat
1:06.0	accomplishment a full decade. Yeah you guys have had a big part of that and um we're going to
1:10.2	kind of continue on with the what we've already started to this point is that I liked how we closed
1:16.0	out 2015 when we did the 30 minute financial plan and a lot of you guys thank you for writing us
1:22.2	because I think it is one of those powerful things as you close out the years you're hanging out
1:25.9	with family members. What a great thing to go back and just refresh and make sure you have the
1:31.9	basics down to make sure your family's protected as well as you're doing the right things to build
1:36.0	financial independence. We're going to kind of continue on that same theme today. I knew I had the
1:41.4	right topic for this week's show when Boa sent you the article I think on Monday right and it was
1:48.1	there's a brand new book that's out there in the marketplace and it's kind of causing a rehash
1:52.8	of something that went viral back in 2013. I'll get into that but I got an email from part of the
1:59.2	the money got family. James who's not only a listener but also a client of the firm and we got
2:05.5	him through the podcast. James wrote me up and said Brian I think I have and I think the subject
2:10.1	on said this week's show with a question mark and then I thought it was hilarious because this
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