Blind Spots Could Shatter This Financial Fairy Tale | Making a Millionaire

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

🗓️ 31 March 2025

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Derek & McKenna have a fairytale romance. But is their sense of security merely a myth? We uncover BIG blind spots that could turn their dream life into a nightmare. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Ready to launch your business? Get started with the commerce platform made for entrepreneurs. Shopify is specially designed to help you start, run and grow your business with easy customizable themes that let you build your brand. Marketing tools that get your products out there. Integrated shipping solutions that actually save you time from startups to scale online, in person, and on the go.
0:22.0	Shopify is made for entrepreneurs like you.
0:24.5	Sign up for your $1 a month trial at Shopify.com slash setup.
0:30.2	Derek and McKenna have a fairy tale romance.
0:32.7	It's the first day of class, right?
0:33.9	And I told my roommate, I was like, there was just one cute guy in my class.
0:36.5	He was wearing a hat.
0:37.2	Like, I don't know his name, but he was wearing a hat.
0:39.0	Walked in, figured this is my opportunity to find a cute girl. Yeah. Sat next to her and that was
0:44.1	it. They have a six-figure household income and an investable net worth of over $380,000. But is there
0:50.8	sense of security merely a myth? Have you guys had the conversation around who's going to take care of our kids?
0:55.9	Yeah.
0:56.7	We have a little bit.
0:57.6	Have we?
0:58.3	Yeah.
0:58.8	I swear we just recently.
1:00.1	We uncover big blind spots that could turn their dream life into a nightmare.
1:04.5	Would it be too presumption for me to say that, hey, if something happened to Derek, that creates a financial problem.
1:09.2	Oh, yeah.
1:09.7	Like you hop in a car, get hit by a car.
1:11.6	Oh, my gosh.
1:12.2	That's the end of...
	...

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.