Keys to Success

Money Guy Show

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

Education, Business, Investing

4.7 • 3.1K Ratings

🗓️ 16 March 2012

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In running a wealth management practice, we have the privilege to work with individuals who have experienced a large amount of success in life. Based on our own success, as well as that of our clients, we have some personal insight into what it takes to set and accomplish your goals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Brian Preston, The Money Guy, restoring order to your financial chaos.
0:06.0	Retirement, investing, taxes.
0:09.0	You've got financial questions, he's got financial answers.
0:12.0	It's Brian Preston, The Money Guy.
0:15.0	I want to give you all the scoop on how things worked at the sausage factory this week is that
0:21.0	we had our pre-show meeting and actually this all started.
0:24.0	It was a yesterday I came in with my envelope.
0:29.0	It was some solicitation I got in the mail and instead of just wasting that envelope that could have gone in the recycling pill,
0:35.0	I decided, hey, I'll wake up at 4.50 in the morning with a racing mind and write down three show topics that I think would be great for everybody to look at
0:44.0	and we kind of vet them out and find out how it works.
0:47.0	Bo turns my three into really two and I don't think he will like the other one.
0:52.0	We'll table that one for a little bit.
0:54.0	What we're going to be sharing today and I don't know if we're going to title this.
0:57.0	I'll give Nicky that discretion.
0:59.0	It's either going to be advice and tips for success or it's going to be the keys to success.
1:04.0	Something that really kind of grabs you and says, these guys are going to tell me how to be successful today.
1:10.0	That's the goal.
1:11.0	And that's what we're going to work on.
1:13.0	This is The Money Guy Show.
1:14.0	You can check us out Money-Guy.com.
1:16.0	You can also write the show at BrianBRIN at Money-Guy.com where you can contact Bo.
1:22.0	My trusted cohort sitting across from me here at B.O.
	...

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