March 15th, 2006 Podcast from the Money Guy, J. Brian Preston, CPA, CFP®, PFS
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 17 March 2006
⏱️ 39 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, investing, taxes. |
| 0:09.0 | You've got financial questions. He's got financial answers. It's Brian Preston, the money guy. |
| 0:16.0 | Can you tell things are looking up here at the money guy? As you can see, we've added a new intro. |
| 0:22.0 | We've got many, many more exciting things that are going to come up in the next few weeks. |
| 0:27.0 | One of the things I want to tell you about is we're actually in negotiations right now with doing a completely new website. |
| 0:33.0 | But you can go look at our existing website. It will still, the new one will be at the same website. |
| 0:38.0 | But it's money-god.com. It's moin-god.com. |
| 0:45.0 | But I think there's going to be tremendous, tremendous upgrades that you're going to be very pleased with. |
| 0:49.0 | We're going to make this even more of a resource than it currently is. |
| 0:52.0 | But please go out there and check us out. As we currently are, we will continue to do more and more upgrades. |
| 0:57.0 | I got to tell you I'm so excited about today's show. I came in here and told Heidi, who's our producer, that this show runs long. |
| 1:04.0 | We're just going to let it run because I've got a lot to talk about. I'm pretty excited about it. |
| 1:08.0 | And we're just going to do it. And we're talking about the topic of windfall planning. |
| 1:12.0 | And what is a windfall? Windfall can be many different things. |
| 1:16.0 | You could be that you were an accident and got paid some money. That's the bad side of it. |
| 1:22.0 | Also, there's the bad side of if you had a family member pass away or a distant relative and you inherited a large sum of money. |
| 1:29.0 | It also could be that you sold your company. It could be that you have a life insurance. |
| 1:35.0 | Or it could be that you won the lottery. We all joke about it. |
| 1:39.0 | Now, first of all, let me tell you the chances of you winning the lottery are slim to none. |
| 1:42.0 | But if you are one of those lucky people, congratulations. |
| 1:45.0 | You have essentially been the needle in the haystack and won the lottery. |
| 1:50.0 | And hopefully we're going to give you some advice today that's going to help you make the right decisions with it. |
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