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Money Guy Show

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

Education, Investing, Business

4.73.1K Ratings

🗓️ 23 December 2022

⏱️ 36 minutes

🧾️ Download transcript

Summary

Have you ever felt like if you just knew this one thing about money earlier your finances would be in a better spot? In this episode, we’ll share the five biggest things we wish we knew about money earlier! Check out our NEW course, Know Your Number! Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Sign up for our Financial Order of Operations course - Get easy to understand answers to your financial questions Follow us on social media! -Instagram -Twitter -Facebook -TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices

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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