How to Help Your Family with Money

Money Guy Show

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

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 15 September 2021

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

How should you approach helping your family members when it comes to money? When it comes to things like college planning for your kids or loaning money to family members, how should you handle money with family? We'll walk you through these questions 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

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0:00.0	Alright, guys, so you know, one of our very favorite things to do is to answer your questions,
0:05.4	right?
0:06.4	So right now we have our team out on the wings.
0:08.5	They are loading up questions from the chat to get them in front of us.
0:12.5	I want to make sure of this Rebe, can I give away some tumblers today?
0:16.4	She gave me two thumbs up.
0:17.4	It's a tumbler day.
0:18.4	That's a tumbler day.
0:19.4	Awesome, awesome, awesome.
0:20.4	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:26.8	investing, taxes.
0:28.8	If you've got financial questions, he's got financial answers.
0:32.4	It's Brian Preston, the money guy.
0:36.5	We love getting to do this because our goal, being small business owners, one of the reasons
0:41.6	we do this is so that we can add to the value of the lives of the folks that listen to
0:46.5	us.
0:47.5	And the best way we can do that is by answering questions that you guys have.
0:50.2	So I'm going to go through, oh wow, we got some, we have some good, here's an interesting
0:57.7	one, this one's from Ben Benjamin.
1:00.2	He said, hey, Brian and Bo, where does helping family members fall in the food?
1:06.6	Where do you balance taking care of yourself versus others?
1:09.7	I want to expand on this question for you a little bit, Brian.
	...

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