Benchmarking Financial Success

Money Guy Show

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

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 3 January 2014

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

Happy New Year! We are starting the year out by giving you a ton of great advice. The theme of this show is to stick to what works. We are not going to try to re-invent the wheel, but rather explore what creates success and benchmark it. This week Brian and Bo cover some great financial concepts to implement in the New Year.

Transcript

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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	Unbelievably, it's already 2014.
0:19.8	You know what that means.
0:20.8	It's time to usher in a bunch of New Year's resolutions.
0:24.2	Oh yeah.
0:25.2	We've all recovered from some Christmas.
0:27.1	We've all added probably 20 pounds of weight, so what's our New Year's resolution because
0:32.7	we kind of share one here at the office.
0:34.7	Well, around here at Preston and Cleveland, we have decided that all of us collectively
0:38.4	are going to get just a little bit healthier.
0:40.7	We're going to push away a few of those sweets, maybe eat a few more salads, drink a little
0:44.5	more water, and all take the stairs instead of getting on the elevator.
0:48.8	And we made a nice little friendly competition of it for these first few months of 2014.
0:53.1	Because what would life be without a little competition?
0:55.7	But maybe you're doing something a little bit more productive like you want to listen
1:00.0	to more financial podcasts.
1:01.9	I know I always say that our first podcast of the year is an exciting one because usually
1:06.9	we're welcoming brand new listeners.
1:09.2	You know, Santa Claus is good to you and give you a new iPhone or a new Android device
	...

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