Prioritize Retirement Savings and Where to Invest Cash

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

🗓️ 31 March 2008

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

We’re currently in the final weeks of tax preparation season. As many of you know, I do just enough tax return preparation every year to make me wonder why I do taxes! Joking aside, I believe I’m a better adviser for my clients if I know how the tax code works. Still, it gets a […] 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,
0:07.4	investing, taxes.
0:09.3	You've got financial questions, he's got financial answers.
0:12.9	It's Brian Preston, the Money Guy.
0:16.2	Welcome to the Money Guy Show.
0:17.5	This is your host, Brian Preston.
0:19.0	By day, I'm a fee-only wealth manager on the south side of Atlanta.
0:22.8	And I'm also a certified financial planner, a certified public accountant and a personal
0:26.8	financial specialist, which means that I'm a CPA that does financial planning.
0:31.9	And what I got to tell you, these, as we get close to the tax filing deadline of April
0:36.7	15th, I am under water in work and let's not forget this is just a hobby.
0:41.9	I do have a day job where I am managing clients' money and as you can imagine, this is a crazy,
0:47.2	crazy time right now and we're wrapping up quarter in stuff right now.
0:51.4	So I apologize, these things, I typically try to get them out very timely, right, bright
0:56.6	and early on Monday mornings, but with the tax deadlines and everything that's going on
1:00.5	in the market, it's been tough and I'm going to try to continue to be timely with these
1:05.2	things.
1:06.2	Get them out once a week, but please bear with me and know that trying to get everything
1:09.6	done and it will get much, much easier after April 15th, I promise and I appreciate
1:14.8	your patience and I'm going to make sure I dial this thing up once we get back on schedule
1:19.6	after the tax filing deadline.
1:22.5	What we're going to be talking about today is really how to prioritize your money because
	...

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