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Money Guy Show

Back to Basics and Email Responses

Money Guy Show

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

Investing, Education, Business

4.73.1K Ratings

🗓️ 18 October 2010

⏱️ 56 minutes

🧾️ Download transcript

Summary

Today's show is a bit of a reset. Every now and then, it is good to get back to Money 101. For me, "Money 101" takes me back to a high school Economics teacher who very possibly changed the course of my entire life... 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.

0:03.1

Restoring order to your financial chaos, retirement, investing, taxing.

0:09.0

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

0:12.5

It's Brian Preston, the money guy.

0:16.0

This is going to be one that all of my people that like it when I get back to the basics,

0:20.0

because I think that's one of the passion of really what I enjoy about financial planning

0:24.9

and investment management comes out.

0:26.9

So, if you like it when I get back to the basics and that passion comes out, you're going

0:31.0

to dig this show today.

0:32.0

By the way, this is the money guy show on your host, Brian Preston, sitting here with Mr.

0:36.5

Bo Hanson.

0:37.5

He's an associate of mine here at Preston, including wealth management.

0:40.5

By day, we are fee-only wealth managers on the south side of Atlanta.

0:45.1

Also a certified public accountant, certified financial planner, and a personal financial specialist.

0:49.9

Now, let me tell you what kind of give you a little background on what spurred this show

0:53.6

and then also set the table and tell you what we're going to talk about after.

0:56.9

I'll talk about the main topic here, is that we had to do a 401k presentation for one

1:03.6

of our 401k clients at the beginning of the week.

1:07.6

When I was doing the presentation, I was like, you know what, I have not done one of these

1:11.6

really good back to the basics.

1:14.5

Welcome to why you need to be saving for the future, and if you're young, broke, it's

1:19.5

okay because I'm going to make you feel really good about that today and tell you that

...

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