4.6 • 2.8K Ratings
🗓️ 2 June 2017
⏱️ 51 minutes
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0:00.0 | You take the hard step of creating a plan for your financial future and you figure, |
0:03.6 | you know what? I need a financial advisor. But what happens if your financial advisor |
0:09.7 | is actually working against you? Tune in today, Morgana help protect you from making that mistake. |
0:15.4 | It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, |
0:22.3 | investing, taxes. You've got financial questions, he's got financial answers. It's Brian Preston, |
0:29.3 | the money guy. So Bo, this is one of those things. I sometimes, we've been doing this over 11 years |
0:35.9 | now. I just assume something that we talked about two months ago and it's just knowledge for everyone |
0:43.2 | that's part of the money guy family. And then I come in and share ideas with you and it's so |
0:48.4 | interesting. We normally live and let other people live. We try to stay out of other people's way. |
0:54.7 | We don't ever, you probably notice the tone of the show is we don't pick on a lot of people. |
0:58.8 | We don't try to preach necessarily. But then there's things that happen. And you're just like, |
1:06.0 | wait a minute, it's starting to build up. In the last two to three weeks, Bo, we have seen at least |
1:14.9 | three horrible examples of where hiring a financial advisor instead of being this next level, |
1:23.0 | taking, we always talk to you about taking your relationship to the next level. We do this with |
1:27.3 | the thought that you can always vote with your feet and that you're going to stay a clone of our |
1:32.0 | firm because we make you addicted to the process. You like the results. It's no different than going |
1:37.6 | to the gym, hiring a personal trainer. And you like that you have turned yourself into a better |
1:43.6 | version of yourself. We do the same thing to your finances. But what if you go and you hire a |
1:49.8 | financial advisor and then you find out, and the advice they're giving me is just straight up |
1:54.8 | crummy. I mean, I can't think of a better way to put it. And we've seen this in the last three weeks. |
2:00.0 | I mean, I've got several of how many we have here. I should probably count on this before the show. |
2:04.9 | We've got one, two, three, four, five. That's good. Five's a good number. If it's not three, |
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