How to Make Your Financial Dreams a Reality! (Setting Goals Like a Pro)

Money Guy Show

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

Investing, Education, Business

4.7 • 3.1K Ratings

🗓️ 12 March 2021

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Life is a collection of big decisions and trade-offs that can have a significant impact on your life. Strong goals are what keep you on the path that will get you where you want to go. Goals function as our "why." They are a grounding force, helping us make big and small decisions. We've experienced this in our own lives. Now we're sharing our secrets with you! Accomplished goals are the secret to a fulfilled life. Let's teach you how to make your dreams a reality and set goals like a pro! For more information, visit: https://www.moneyguy.com/2021/03/make-your-financial-dreams-a-reality-setting-goals/(opens in a new tab) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	How to make your financial dreams a reality?
0:03.3	How to set goals like a pro?
0:06.1	It's Brian Preston, the money guy, restoring order to your financial chaos.
0:12.1	Retirement.
0:13.1	Investing.
0:14.0	Taxing.
0:15.0	You've got financial questions.
0:16.6	He's got financial answers.
0:18.5	It's Brian Preston, the money guy.
0:21.7	Brian, I'm super excited about this show because I think this is something that a lot of folks get wrong.
0:27.3	I think it's something that a lot of folks don't do very well, but they don't recognize that they don't do it well.
0:33.8	It's one of those things that if you did an after-action review, you would see that you didn't do it well.
0:37.8	So I'm hoping we can maybe flip the script on that a little bit today.
0:41.4	Yeah, I always like to give a little perspective on where shows come from.
0:45.0	You guys know, I'm in my late 40s now, a little more sentimental about life.
0:50.0	I kind of reflect on things.
0:52.1	The other day I was thinking, because Bo and I have something going on, we can't talk about it until probably July.
0:58.5	It's an abound money guy type thing that's happening that if we accomplish it, it will be a crowning cherry of goals for life.
1:09.0	That got me sentimental.
1:12.3	I was thinking about, wow, I'm scared because this big decision, but I'm also super excited.
1:17.2	But then there's a part of me.
1:18.0	It's a little sad because once this is accomplished,
	...

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