Financial Advisors Share What They WISH They Knew About Money Earlier!
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 23 December 2022
⏱️ 36 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | What we wish we knew about money earlier. |
| 0:03.9 | It's Brian Preston, the money guy, restoring order to your financial chaos. |
| 0:09.8 | Retirement. |
| 0:10.7 | Investing. |
| 0:11.7 | Taxing. |
| 0:12.6 | You've got financial questions. |
| 0:14.2 | He's got financial answers. |
| 0:16.2 | It's Brian Preston, the money guy. |
| 0:19.5 | Brian, I am excited about this because one of the best things that we get to do as human beings |
| 0:25.2 | is learn from our past mistakes. |
| 0:27.7 | And often as time moves on, we build wisdom and that wisdom allows us to make better decisions |
| 0:32.8 | moving forward. |
| 0:33.8 | And so you and I have talked about, there's a lot of things that we've learned about money |
| 0:36.2 | either personally as we have interacted with money or through our clients. |
| 0:40.6 | That's like, man, I wish I would have caught on to that earlier. |
| 0:44.2 | If I could tell a young person, you should know this thing I would camp on this that |
| 0:49.2 | you should have. |
| 0:50.2 | Yeah, and that's exactly our annual wealth survey. |
| 0:52.2 | So many people give that when we have the comments section. |
| 0:55.2 | And I was like, man, why didn't somebody come talk to my 20 year old self and tell |
| 0:59.7 | them this? |
| 1:00.7 | So this is all the nuggets of information that we wish we'd have known earlier. |
... |
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