Back to Basics and Email Responses
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 18 October 2010
⏱️ 56 minutes
🧾️ Download transcript
Summary
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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