Secrets for a Dream Retirement

Money Guy Show

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

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 22 February 2013

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The basic key to a good retirement is to save money and earn a decent payback on your investments. However, there are other keys to working this plan, and they involve all stages of life from the early years into your retirement. Earning money and investing it wisely is not the only thing to consider. According to an article from CNN Money, there are 6 important secrets to having your dream retirement.

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.
0:16.4	Welcome to the money guy show.
0:17.9	This is your host, Bo Hansen, if you're turning in for the first time.
0:21.7	Normally, there are two of us here, Brian Preston and myself, who kind of bring you guys
0:25.5	as a personal finance topics, but low and behold, Brian is actually down at one of his
0:30.8	most favorite places in the whole entire world this week.
0:33.7	He is down to Disney with the family because the kids are out for school.
0:37.6	So I will be flying solo today.
0:39.7	So bear with me.
0:41.5	If you're new to the show, we have a fee-only wealth management firm down on the south side
0:46.4	of Atlanta, Nashville, Tennessee, and then up in North Georgia.
0:50.1	By day, we are fee-only financial advisors, and kind of on the side, we like to do this
0:55.0	little podcast to share some good news about making sound financial decisions our charge
1:01.8	as we like to go beyond common sense and help restore order to your financial chaos.
1:08.5	Why are we doing this?
1:09.5	Brian is a certified public accountant, a certified financial planner and a personal financial
1:13.2	specialist.
1:14.2	I am a certified financial planner and a chartered financial analyst, which means I'm a really
1:19.6	nerdy investments guy.
	...

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