Mutual Fund Screeners

Money Guy Show

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

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 4 April 2009

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

So here you are. You have been listening to the show for a while. You understand efficient markets. You understand asset allocation. You even understand equity-risk premium and risk/reward trade-off. Now, how do you implement? This is a problem I see all too often. Many individuals possess the knowledge and understanding of the financial marketplace, but have no idea how to put it into practice. So what is next step in developing a portfolio to assist you in reaching your long-term goals? Selecting the assets to use. More information at http://www.moneyguy.com/2009/04/mutual-fund-screeners 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, taxes.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, the money guy.
0:16.2	Welcome to The Money Guy Show.
0:17.2	I'm your host, Brian Preston.
0:18.6	If you've been to the website recently, you've noticed there's been dramatic changes
0:23.2	and that website is money-guy.com and when you go out there and look at it, we have, as
0:29.2	we've mentioned in the last few shows, we finally have found a team of people that kind
0:35.0	of sees eye-to-eye with us on how we can implement the whole new money guy experience.
0:40.4	And don't worry, a lot of you guys, oh gosh, he's changing things, no, no, no, we're really
0:46.0	trying to use what's going on out there in the financial world to now where we can be
0:50.7	a better resource for you guys.
0:52.4	Because remember, this is not my day job.
0:54.0	By day, I am actually a certified public accountant, a certified financial planner and a personal
0:59.4	financial specialist.
1:00.4	Those are all my designations and I'm a fee-only, NAPFO-registered advisor with a firm
1:05.5	on the south side of Atlanta.
1:06.8	We do fee-only wealth management.
1:09.5	But what I've realized, because I started doing this podcast as a hobby, was that I wanted
1:14.0	to be able to devote a little bit more time to this show.
1:18.0	So the only way I can do that is I had to figure out a way to first upgrade it to where it
	...

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