I Feel So Behind Financially! (How Do I Catch Up?)
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 15 April 2024
⏱️ 25 minutes
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Summary
Transcript
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| 0:00.0 | You ever feel like you're behind financially? How do you catch up? Brian, I am so excited |
| 0:12.1 | about talking about this because so many people out there |
| 0:14.2 | feel that way and a lot of folks out there have questions they say I want to |
| 0:19.1 | know X about my personal finances or I want to know how I can do money better. |
| 0:24.1 | Well that is exactly what we are here for. |
| 0:26.6 | So right now we have the team out in the wings collecting your questions so |
| 0:30.6 | make sure you get them in the chat so we can load you up and with that producer Ribi I'm going to throw it |
| 0:36.6 | over to you. |
| 0:37.6 | Yep I've got a question from John to kick us off and talk about that very thing Brian |
| 0:41.4 | mentioned he said I found you guys recently and I'm |
| 0:44.7 | realizing that I need to make some changes. I'm 37 and I feel so behind, especially |
| 0:50.2 | after listening to last Friday's episode how real people become |
| 0:53.4 | millionaires can I catch up is there anything specific I should be doing to help get |
| 0:59.6 | myself back on track well the quick true false Brian. True or false 37 is old. Oh good. Thank |
| 1:07.2 | goodness you asked me. I think it's young. That's young. That's not old. So even I |
| 1:11.4 | think it's great John |
| 1:12.5 | I understand hey I'm a 37 and I feel like I've been behind |
| 1:17.3 | but I want to catch up is it too late unequivocally the answer is no it is not too late maybe you didn't make the |
| 1:24.5 | decisions in your 20s or maybe the decisions in your early 30s that you would |
| 1:29.2 | like to have made but it's not too late because there is still some meaningful stuff |
| 1:34.6 | that you can do and I think sort of high level like zoom out big picture here are |
| 1:40.8 | two things that I think would be really really helpful for you to figure out right now. |
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