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Money Guy Show

Are You On the Road to Wealth and Independence?

Money Guy Show

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

Education, Investing, Business

4.73.1K Ratings

🗓️ 13 July 2007

⏱️ 24 minutes

🧾️ Download transcript

Summary

I’m a straight talker, so please don’t hate me for a harsh, but true statement: when people are falling short of their financial goals, it’s almost always because of their own actions and decisions. Examples: Putting off investing in your Roth IRA or maximizing your 401k at work (“I need the extra money to fake success for my friends and family”) Hating your boss and job, but doing nothing to change your situation (“I’m scared to try something new and the interviewing process for a new job is stressful”) Putting off the dream of being self employed (“Where will I get clients from and how do I get started?”) Renting your life and not having an ownership mentality (“I really like my low rent payments and driving a flashy car”) Taking foolish risks (“They’ll figure out Social Security’s problems by the time I retire”) THE SECRET TO SUCCESS IS THROUGH DEFERRED GRATIFICATION AND TAKING THE ROAD LESS TRAVELED   For more information, visit the show notes at http://www.moneyguy.com/2007/07/are-you-on-the-road-to-wealth-and-independence Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,

0:08.0

investing, taxes.

0:09.0

You've got financial questions.

0:11.0

He's got financial answers.

0:13.0

It's Brian Preston, the money guy.

0:16.0

Welcome guys.

0:17.0

It is Friday the 13th.

0:19.0

I do want to welcome you to the money guy podcast.

0:21.0

This is Brian.

0:22.0

It's a beautiful Friday here on the south side of Atlanta.

0:25.0

And I'm pretty excited about what we're going to be talking about today.

0:28.0

We're going to be talking about, are you on the road to wealth and independence?

0:32.0

That's an important question to ask yourself to make sure you're doing the right things.

0:36.0

If you are one of our new subscribers, I want to welcome you.

0:39.0

Once again, my name is Brian Preston.

0:41.0

I'm your host.

0:42.0

By day, I am a certified public accountant, a certified financial planner, and a personal financial specialist

0:47.0

who is a partner in a wealth management firm here on the south side of Atlanta.

0:51.0

As a hobby that's kind of taken on grown legs and has a will of its own.

0:55.0

Now I have built this podcast into where we have a nice audience out there.

0:59.0

We also have a thriving subscription business.

1:02.0

Thanks to you guys tuning in on a regular basis and listening to what I have to say.

...

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