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
4.7 • 3.1K Ratings
🗓️ 8 April 2008
⏱️ 33 minutes
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Summary
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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