Knowing When to Go 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

🗓️ 28 October 2011

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Hiring a professional financial planner could possibly be the key that unlocks the door to your financial success. At the same time, choosing the right advisor to work with is an important decision that can often seem overwhelming. In today's show, we discuss the services that planners will and will not provide as well as key things to look for when hiring a pro. 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, retirement,
0:07.0	investing, taxing.
0:09.0	You've got financial questions, he's got financial answers, it's Brian Preston, the money
0:14.5	guy.
0:15.5	But we ought to try it, where instead of you lip syncing that, we actually let you
0:18.9	just quote it, since you seem like you know it, so welcome to the money guy show.
0:23.0	I'm your host, Brian Preston, and we're actually recording the show on a Thursday because
0:27.9	Bobo across the aisle here is taking the day off tomorrow, he's going to go goof off.
0:33.4	He claims it's kind of a business trip, but I think it's more of a goof off.
0:35.9	I'm doing some research, I want to see what's going on out there in other communities around
0:40.9	this country.
0:41.9	So this weekend, I will actually be in Nashville, Tennessee, I have a really good friend,
0:46.8	he and his wife live up there, some of my fiancee and I are going up there to kind of
0:51.0	cat around town and see what Nashville has to offer.
0:54.7	If any of you guys live in Nashville or know some cool spots in Nashville, shoot me
0:58.8	an email, bobo at money-guy.com, love to know that you're around and also love to know
1:05.1	what, what you guys do around there to have some fun and some good places to eat and all
1:09.2	that kind of stuff.
1:10.2	Well let me go ahead and give the intro stuff on the show.
1:12.3	You can go check us out at money-guy.com, Bo's already given his email address, you can
1:16.6	also write me, Brian at Brian at money-guy.com.
1:20.6	We have free membership, premium memberships if you want to get into our archive of all the
	...

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