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Money Guy Show

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

Investing, Education, Business

4.73.1K Ratings

🗓️ 28 January 2008

⏱️ 47 minutes

🧾️ Download transcript

Summary

We are covering: Details of the Government’s bipartisan economic stimulus program “How to drive your tax preparer crazy” discussion with CPA, Brandon Verner Listener’s Question Answered: What to do with 401k accounts from prior jobs Read more at http://moneyguy.com/2008/01/stimulus-package-tax-preparation-discussion-and-ira-rollovers   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,

0:07.2

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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