How to Bulletproof Your Financial Plan (When Life Gets Hard)
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 27 July 2022
⏱️ 28 minutes
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| 0:00.0 | How to bullet proof your financial plan even when life gets hard. |
| 0:04.6 | It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, |
| 0:11.5 | investing, taxes. You've got financial questions, he's got financial answers. It's Brian Preston, |
| 0:18.6 | the money guy. You know, when you go through these big life milestones and changes your finances |
| 0:25.3 | are not immune and I'm going through one right now. I recently had a baby, which is awesome, by the way. |
| 0:30.8 | But now that the dust is kind of settling, we're getting used to having the baby in the house, |
| 0:34.5 | and all that stuff. Like, our mind is turning to, okay, where are we financially? What do we have to |
| 0:39.9 | go back and shore up all of those things? And so I made this list of things that I need to get |
| 0:45.3 | taken care of. And I thought, actually, this is fantastic for any life change, whether it's like |
| 0:49.7 | a marriage or divorce or having a baby. This is all stuff that is really important. And you don't |
| 0:55.2 | want to be caught with it not being put in place. You really need it. It's stuff that you don't |
| 1:01.9 | always think about. But I'm excited to kind of get, enter this new phase in my life and get these |
| 1:08.3 | taken care of. Yeah, I'm excited about this because the one certainty that exists in this life |
| 1:12.1 | is that things are changing, right? We're always going through constant life changing. What I think |
| 1:16.8 | is so interesting, you know, I've been working with families and individuals for long enough. |
| 1:21.7 | A lot of these things, you know, you're kind of talking about on the beginning of this journey, |
| 1:24.9 | right? Having a baby and getting married and buying a house and doing all these things. |
| 1:28.7 | It's amazing how much of this translates even into other changes that go throughout the |
| 1:33.2 | lot throughout your life. And I thought it was wonderful how you kind of laid out sort of, |
| 1:38.0 | hey, here are the things that me and John are talking about. And I thought we should just kind of |
| 1:41.3 | go through them. Yeah, let's do it. So stuff on the top and go through. My five things that I'm |
| 1:45.1 | working on right now. And I'm excited to hear your advice for myself and also for you listening |
... |
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