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Money Guy Show

Millionaires Share Their Secrets to Financial Success!

Money Guy Show

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

Education, Investing, Business

4.73.1K Ratings

🗓️ 4 June 2021

⏱️ 52 minutes

🧾️ Download transcript

Summary

This is a peak behind the curtain on how millionaires get on the path to financial success and stay there. We're sharing everything we've learned through our own experience - the good and the bad, the successes and the failures. We are your case studies! Here are nine "secrets" to financial success that we believe have made all the difference in our own lives and the lives of our wealth management clients. Take these and make them your own to set yourself up for long-term success! For more information, visit: https://www.moneyguy.com/2021/06/millionaires-share-secrets-to-financial-success/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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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

...

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