How Risky Should You Be With Your Investments?

Money Guy Show

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

Investing, Education, Business

4.7 • 3.2K Ratings

🗓️ 22 November 2021

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We get this question all the time, especially as people get closer to retirement age - "How risky should I be with my portfolio?" We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to financial success - then help you stay there! The Money Guy Show takes the edge off of personal finance. We’re financial advisors that believe anyone can be wealthy! First, LEARN smart financial principles. Next, APPLY those principles! Then watch your finances GROW! Visit our site for more info. Instagram Twitter Facebook TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Guys, we love that we get to do this show.
0:03.9	And one of our absolute most favorite things,
0:05.9	not only is putting together the content,
0:07.6	but answering your questions, right?
0:10.2	So right now we have the team out on the wings.
0:13.2	They are collecting your questions.
0:14.8	We want to load you up,
0:15.8	because ultimately the reason that we do this,
0:18.1	the abundant cycle does not work unless we do,
0:21.8	the learn part so that you can apply.
0:24.5	And the only way that you're going to be able to apply
0:25.8	to your life is if you ask us your questions.
0:28.6	It's Brian Preston, the money guy,
0:31.6	restoring order to your financial chaos, retirement,
0:35.4	investing, taxes.
0:37.4	You've got financial questions.
0:39.0	He's got financial answers.
0:40.9	It's Brian Preston, the money guy.
0:44.7	All right, this first question came from Caleb.
0:47.8	Caleb says, I just switched jobs,
0:51.3	and I'm thinking of cashing out my pension
0:54.1	at my previous employer.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.