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Money Guy Show

Recession and the First Quarter 2008 – Avoiding Advisers Who Push Risky Products

Money Guy Show

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

Investing, Education, Business

4.73.1K Ratings

🗓️ 8 April 2008

⏱️ 33 minutes

🧾️ Download transcript

Summary

I’m short on notes today, but heavy on great information in the audio of the show. I first provide my detailed perspective on the performance of the market in the first quarter of 2008. I then talk at length about staying focused on why you invested in the financial markets in the first place. If […] 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,

0:07.5

investing, taxes.

0:09.5

You've got financial questions, he's got financial answers.

0:13.1

It's Brian Preston, the money guy.

0:16.2

Welcome to the money guy show one week from tax season being completely over and I'm

0:21.5

going to be a free man at last.

0:24.1

Like many of you guys probably know by day I am a feeling wealth manager working on the

0:29.4

south side of Atlanta and I do just enough tax returns to drive me crazy about this

0:34.9

time of the year.

0:35.9

Nonetheless, we're still here keeping you up today on what you need to be doing with

0:40.4

your finances and what we're going to focus on today is doing really a first quarter

0:45.1

recap.

0:46.1

Going back and looking at the performance of first quarter, I know I've been need deep

0:49.9

in it because we've been working on trying to get first quarter reports out to all of

0:53.0

our clients as well and I think it's time to kind of look back and see how things are

0:57.8

and then I've got a breath of hope that a real popular economist out there has come out

1:04.4

with his Monday morning forecast for what we can expect out of the remainder of 2008 and

1:10.3

I think that's kind of interesting to go in and look at what Brian Westberry has put

1:14.7

out there.

1:16.1

So we're going to do that and then the last thing I want to do is there's a I've been

1:20.2

noticing a trend.

1:21.2

I've been getting some emails from as well as some calls from listeners who have been

...

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