Stimulus Package, Tax Preparation Discussion, and IRA Rollovers
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 28 January 2008
⏱️ 47 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, |
| 0:07.2 | investing, taxes. |
| 0:09.1 | You've got financial questions, he's got financial answers. |
| 0:12.7 | It's Brian Preston, the money guy. |
| 0:15.8 | Well, this past week has been more exciting than we could have ever realized, especially |
| 0:20.7 | for me here at the money guy show. |
| 0:22.9 | I'm your host, Brian Preston, by day, I'm a certified financial planner and a fee-only |
| 0:27.5 | planner that's a member of NAFTA. |
| 0:29.7 | I want to talk to you because our whole purpose here for the money guy show is we're here |
| 0:33.7 | to restore order to your financial chaos and go beyond common sense. |
| 0:37.3 | And what do I mean by going beyond common sense for my brand new listeners is that if |
| 0:42.0 | you're one of those people that can't get your debt under control, if you're not spending |
| 0:46.9 | less than you make, then there's other great podcasts that can help you with that. |
| 0:50.2 | Sure, we can help you with those goals as well, but we're primarily going for the people |
| 0:54.6 | who have gone beyond just the debt issues and want to know how to maximize their assets, |
| 1:00.2 | their investments to make sure that they can have the true peace of mind that's going |
| 1:03.2 | to come from true financial independence. |
| 1:05.6 | Now what am I so excited about? |
| 1:08.4 | Multiple things. |
| 1:09.6 | First of all, a little shameless self promotion. |
| 1:12.4 | Now before I get some bad ratings out there on iTunes or wherever else, this will only |
| 1:16.4 | take a split second, I finally, as many of you are quite aware, I've been in discussion |
... |
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