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Money Guy Show

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

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

4.62.8K Ratings

🗓️ 15 April 2024

⏱️ 25 minutes

🧾️ Download transcript

Summary

"I found you guys recently and am realizing that I need to make some changes. I'm 37 and feel so behind, especially after listening to last Friday's episode (How Real People Become Millionaires). Can I catch up? Is there anything specific I should be doing to help get myself back on track?"

We'll walk you through that question and more in today's Q&A episode!

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Transcript

Click on a timestamp to play from that location

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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