Millionaires Share Their Secrets to Financial Success!
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 4 June 2021
⏱️ 52 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Millionaires share their tips to financial success. |
| 0:04.6 | It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, |
| 0:11.6 | investing, taxing. |
| 0:13.6 | You've got financial questions, he's got financial answers. |
| 0:17.2 | It's Brian Preston, the money guy. |
| 0:19.9 | Yeah, Brian, I'm super excited about this because I always love the shows where we can |
| 0:24.9 | help tell people some secrets. |
| 0:26.8 | You can help give them a peek behind the curtain on what it means or what steps you should |
| 0:31.9 | take to move towards financial success. |
| 0:34.3 | I think that we're going to basically lay it bare all the things that we've learned |
| 0:38.7 | both in our professional careers as well as in our personal lives on our path to success. |
| 0:44.1 | Well, I love storytelling and experience shares because if you can give tips, tricks, |
| 0:49.6 | and mistakes or things that you'd notice have worked for you, I feel like they have more |
| 0:54.4 | weight to them than something you just read out of a book or something that's statistically. |
| 0:59.3 | Now we kind of combine all of those things, but I do think it's important that we try |
| 1:03.3 | to put together some case studies based off of ourselves as well as some of the research |
| 1:08.4 | that we've pulled from working with successful people all over the country. |
| 1:12.4 | And so basically what we've done, I think we've just stood this down to nine secrets or |
| 1:15.9 | nine sort of things you should think about on your wealth-ability journey that if you |
| 1:20.0 | can kind of take these and make them your own, you're going to set yourself up for long-term |
| 1:24.9 | success. |
| 1:25.9 | Yeah, and I like these first few are really kind of to prepare your mindset because I think |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

