Are You On Track to Becoming a Multi-Millionaire? (Don’t Miss These Important Milestones!)
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.6 • 2.8K Ratings
🗓️ 10 May 2024
⏱️ 31 minutes
🧾️ Download transcript
Summary
Over the years, we’ve given you a lot of different “milestone” markers to help keep you on track. Since a lot of us mutants are over-achievers, hitting those goals can be not just rewarding, but crucial to keep us going on our financial journey. There is no one right plan. In fact, there are a few of these that you may hit out of order in your journey. However, these are all important steps in the wealth-building journey that signify meaningful accomplishments, and are points where your relationship with money will likely change.
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Transcript
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| 0:00.0 | Super excited to rock you like a hurricane for multi-millionaire milestones. |
| 0:07.0 | I am so excited about this because this is something that you and I talk about right we talk |
| 0:17.8 | about these cool goals that we said or these cool ideas that we've said and how to know |
| 0:22.2 | if we're on track and a lot of people |
| 0:24.1 | talk about oh I want to be a millionaire I want to be a millionaire I want to be a |
| 0:26.2 | millionaire I want to be a millionaire that's great but in our view that's one metric that's |
| 0:29.4 | one metric that you can think about today we want to walk you through some unique |
| 0:33.5 | metrics some unique measurements some unique milestones that you can hit on your |
| 0:38.6 | path to multi-millionaire status. Look one day you're going to be my age, and I'm telling you, when you get to be my age, |
| 0:44.8 | you do this the right way, you'll look at every one of these six milestones that we're going |
| 0:49.9 | to lay out today, and you're going to be like touching this is the way I look back on my life |
| 0:55.7 | this is the right way why is no one else talking about this so we are loading you |
| 1:01.3 | up today I'm super excited This is one of those shows when we were going through it and show prep. |
| 1:07.0 | I was like, how have we not brought all this together before today? So make sure you stick around for all six of these |
| 1:13.9 | milestones now there's not a timeline right we're not going to walk through |
| 1:16.8 | as okay you need to be at this step or you need to hit this milestone by this time |
| 1:20.1 | because it varies very much by individual very much by situation but as we begin |
| 1:25.0 | to unpack them and as we begin to uncover them what we're hoping is that you start to say |
| 1:29.0 | oh holy cow okay I'm here now I know where I need to go now I know the next step I need to move towards and it's going to be really exciting |
| 1:36.1 | So with that Brian let's talk about the first one and this is an exciting one because I think this is the first one that people get like really really |
| 1:42.6 | really excited about early on. Yeah this is you know I often talk about the bowling |
| 1:47.4 | point or bowling point however I know I say things weird but really that first |
... |
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