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Money Guy Show

Asset Allocation: What to Think About

Money Guy Show

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

Education, Business, Investing

4.73.1K Ratings

🗓️ 18 March 2011

⏱️ 54 minutes

🧾️ Download transcript

Summary

Today, we are going back to the basics and talking about the importance of asset allocation. This podcast is meant to remind our devoted listeners, and reveal to any new listeners, some of the fundamentals of financial planning and how to best handle your assets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

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

0:07.0

investing, taxing.

0:09.0

You've got financial questions, he's got financial answers.

0:12.6

It's Brian Preston, the money guy.

0:15.8

Welcome to the money guy show.

0:16.8

I'm your host, Brian Preston, now I'm sitting here for a sound like I'm occupied because

0:21.6

I came in this morning and both said I was being in a grumpy mood, so I was sitting in

0:27.2

there preparing the show notes for today and I realized this might be the perfect podcast

0:32.8

to add a little music to it because here's the thing, I was looking around and I found

0:39.9

out that there's going to be a concert for this group and I'm the type of guy that I didn't

0:46.9

go see concerts for these type of bands when I was younger, when they were hot and hip

0:52.2

because I'll be honest the crowds were a little too intense meaning that these people

0:55.8

were hardcore, but now as they've gotten older and I've gotten older and they've kind

1:01.2

of mellowed a little bit more, I can kind of hang out with these same type of people

1:04.9

and I don't feel like the experience is intense, so here's what I think we'll kick off the

1:08.7

show.

1:09.7

Don't worry, this is the money guy show where we're going to talk about personal finance

1:11.7

and asset allocation today, we're getting back to the basics but check this out.

1:15.7

Was it okay if I turned it up just a little bit, was I going to go mess this up, just

1:24.2

go make the disclaimer at the end there, oh yeah y'all hear that, they don't make them

1:30.8

like that anymore, this is classic rock accord in the bow by the way, that's nice, it's

1:38.0

a little monthly crew love right there, okay let's actually get back to finances now

...

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