Financial Advisors Reveal Their WORST Financial Mistakes!

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

🗓️ 1 March 2019

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Do you know where wisdom comes from? It comes from learning from your mistakes. Back in 2013, we had an episode where we shared the mistakes we had made. Now in 2019 we are revisiting and updating our list of mistakes and sharing those with you today.

Tune in to this week’s episode of The Money Guy Show as we cover Money Guy misses remastered. We are human and make mistakes, too! By sharing our mistakes with you, we hope that it will help you avoid the financial mistakes we made and continue guiding you on your path toward financial independence.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/03/financial-advisors-reveal-mistakes/

Transcript

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0:00.0	You know where wisdom comes from learning from your mistakes. That's right. Today we're going to be covering
0:05.9	Money Guy Mrs.
0:07.8	Remastered
0:09.0	It's Brian Preston the money guy
0:12.5	Restoring order to your financial chaos retirement investing taxes
0:17.8	You've got financial questions. He's got financial answers. It's Brian Preston the money guy
0:24.8	So I have to give you credit bow this show is a
0:30.9	Redoo or
0:32.9	Remix remix of our March 8th of 2013 show
0:38.2	Was it really here's how I came to this I had a prospect meeting from a money guy listener who
0:45.1	He's been a prospect for going on six to seven years now, right and
0:50.3	When I went back through all of our email chains he originally reached out to us when
0:56.3	He said I listened to these two shows and I thought they were so good. I wanted to reach out now
1:01.7	I was like gosh ought to go see what those two shows were so I went back and pulled the show notes and then after I read the show
1:08.0	No, I thought I went and listened to the audio, which was kind of hilarious
1:11.7	Thank God fortunately listening to the audio in 2013 and you can do this as well if you go to money guy calm good our archives
1:19.7	We actually sounded okay now when I go back to the 2006 episodes. I want to cry
1:24.4	I'm like we ought to really take down those archives because they sound horrible but back in 2013
1:29.5	It was pretty good. So I thought it was great that we could go back kind of look at this as a as a teachable moment to go
1:36.9	Review some things that we've learned because that's fast forward six years. There's a lot of cool things that I think we've even gotten
1:43.6	More wisdom that's right and what I think is so beautiful is not only do we get to learn from
1:48.8	Mistakes that we make right so we're even going to share some mistakes that the two of us have made over our careers over our personal financial
	...

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