Benchmarking Financial Success

Money Guy Show

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

Education, Business, Investing

4.7 • 3.1K Ratings

🗓️ 3 January 2014

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

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. 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	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
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.