Falling Behind? The RIGHT Way to Catch Up This Year

Money Guy Show

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

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 22 January 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

"Been watching Money Guy for a bit now. I'm having a hard time deciding where to start and I need to because I’m way behind. Eight percent going to 401a with an 8% match. I'm not sure where to put more - 457? Roth IRA?" We'll walk you through that question and more in today's Q&A episode! 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

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0:00.0	Feel like you're following behind?
0:07.0	Here's the right way to catch up.
0:10.0	Brian, I am so excited to talk about this because a lot of people find themselves in this
0:15.0	situation, say, man, I feel like I'm behind, I haven't done what I needed to do, the way
0:20.0	that I needed to do it, when I needed to do it.
0:22.1	But what's wonderful about getting your financial house in order is the absolute best time to do it was yesterday, which means the second best time to get your house in order is today.
0:33.7	And that's what we want to help you guys do.
0:36.9	A matter of fact, we love that one of the ways
0:39.1	we get to do that is by answering your question. So if you have a question right now, we want you
0:43.7	to get it into the live chat. We have the team out in the wings collecting them because we
0:50.2	want to load you up. So with that, I forgot what it was.
0:56.7	It's C, ah.
0:58.1	Yeah.
0:58.7	I'm close.
0:59.7	Senior content developer.
1:00.7	Senior content developer, Megan.
1:02.5	I'm going to throw it over to you.
1:03.6	You should just made up a title.
1:04.7	I'm a little rusty.
1:05.7	I mean, you could.
1:06.2	Welcome to 2025.
1:08.2	Wow, wow, wow, wow.
	...

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