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Money Guy Show

Creating a Vision Plan for 2015

Money Guy Show

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

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

4.62.8K Ratings

🗓️ 19 December 2014

⏱️ 45 minutes

🧾️ Download transcript

Summary

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With this last show of the year, we wanted to do something a little different and get you set up for success in 2015. You can change your life in the new year with the right drive, determination, and dedication to your goals. There are no limits! Brian and Bo walk you through creating a personal vision plan for the new year and offer tips on creating a plan, taking action, and achieving success.

Transcript

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0:00.0

It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, 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

Well you realize this is the last show we'll do in 2014?

0:19.6

Are you sure?

0:20.6

That had not dawned on me.

0:22.6

I feel like this year has kind of flown by a little bit.

0:26.0

You know, just looking back in reflection, this is the year of the big gift.

0:29.6

We started this year with me talking about, you know, finally came clean and told everybody I had a special needs daughter.

0:35.6

You know, as one of those kind of secrets me and my wife had been holding.

0:38.6

And we raised some good money.

0:40.6

We have approximately $4,000.

0:42.6

We're going to be passing out before year end.

0:44.6

If you want to follow the Twitter feed, go to our website.

0:47.6

It's money-guy.com.

0:49.6

And you can find out about the big gift.

0:51.6

You know, we've been raising some money for autism awareness as well as support services.

0:56.6

And by the way, it's not too late.

0:58.6

I mean, you might be cutting it really close.

1:00.6

You might have to take a picture off the website and put it in a box and wrap it up.

1:04.6

Because if you're trying to go get there, if you're listening to the show today.

1:07.6

But you could still do some tight-wad nation gear if you're thinking about it.

...

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