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Money Guy Show

How To Simplify Your Finances

Money Guy Show

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

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.62.8K Ratings

🗓️ 24 May 2019

⏱️ 57 minutes

🧾️ Download transcript

Summary

Keep it simple, Sam or Sally! How do you KISS gpur complicated financial life good-bye? When I was younger and working as an accountant, I used to dream about being a sophisticated financial person. I wanted to have a complicated tax return, because I felt that meant I had a great life. Be careful what you wish for because later in life I had a complicated financial life and began to think what I can do change it.

Simple may not be sexy and may not turn heads, but it can give you something more valuable: peace of mind. It can put you head and shoulders ahead of your peers. In this week's episode, we share ways you can simplify your finances.

For more details, please visit the show notes on our website: https://www.moneyguy.com/2019/05/simplify-your-finances

Transcript

Click on a timestamp to play from that location

0:00.0

Keep it simple, Sam or Sally.

0:03.3

That's right, the Kiss Principle.

0:05.4

How do you kiss your complicated financial life goodbye?

0:10.4

It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,

0:18.2

investing, taxes.

0:20.2

You've got financial questions, he's got financial answers.

0:23.8

It's Brian Preston, the money guy.

0:27.2

You nailed it.

0:28.2

I'm going to be honest.

0:29.2

I wasn't expecting like the same or Sally thing because the way that I know that population.

0:34.0

Here's what you need now.

0:36.5

I have a child that if we use these, keep it simple than the word that typically is

0:42.7

there.

0:43.7

That's a cuss word in our house.

0:45.3

And I have a Pharisee that lives in my house that anything that is inappropriate or anything

0:49.2

she tells us.

0:50.2

She's going to let you know that.

0:51.2

I have always told her anything I produce, you can watch, honey.

0:55.3

I didn't want her to watch this video and see the STUPD word and get up to it.

1:01.0

I like it.

1:02.0

She doesn't know how to spell it.

1:03.0

I'm so glad because I was nervous.

...

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