Surviving and Thriving in the Transition to Retirement with Fritz Gilbert
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 28 September 2018
⏱️ 76 minutes
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Summary
Transcript
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| 0:00.0 | Money got family. We have a rare special episode today. We talk a lot about retirement on the money |
| 0:05.6 | guys show, but rarely if we actually captured that specimen of a creature that has actually made |
| 0:12.3 | the transition into retirement. So today, we have one of those rare people and we're going to talk |
| 0:17.7 | about surviving and thriving in your transition to retirement. It's Brian Preston, the money guy, |
| 0:24.3 | restoring order to your financial chaos, retirement, investing, taxing. You've got financial questions, |
| 0:31.8 | he's got financial answers. It's Brian Preston, the money guy. Guys, this has been a collaboration that |
| 0:40.4 | has been months in the making. Today, I'll go ahead and announce you. We have Fritz from retirement |
| 0:46.7 | manifesto. If you guys haven't checked it out, this is, Fritz does an incredible job. I think he |
| 0:52.7 | is wired like us. He's analytical. He's also very goals based. He's also the type of person that's |
| 0:59.6 | nerdy enough that he wants to learn stuff and then share it with you. I feel very honored to have |
| 1:04.9 | you here, Fritz, because I have become a fan of your content and I think it's awesome the stuff you |
| 1:10.2 | have shared. I also want people to know, and this is the part where we said we go surprise you, |
| 1:14.8 | you have such great content. I know when I was getting ready for show prep, one of the things we're |
| 1:19.1 | going to be covering today is your 10 commandments of retirement. I want everybody to sign up with your |
| 1:26.8 | email address and we're going to be sharing some deliverable content that kind of summarizes some |
| 1:31.5 | of Fritz's great advice that you've provided out there on your show. So please go out there and |
| 1:36.3 | sign up. Go to Brian, I mean, go to moneyguy.com and we just want your email address and we're |
| 1:41.5 | going to load you up. You guys know this. We don't often have guests on the show. It's pretty rare. |
| 1:47.7 | So whenever we do have a guest on the show, it's a big deal and the reason we want to have Fritz |
| 1:51.6 | on here is we're excited. He's got some great stuff that he's going to share with us and he has |
| 1:55.2 | some perspective that's just going to be mind blowing. I think it's going to be really fun to go |
| 1:59.4 | through. So know that it's unique to have a guest on here and we have very specifically and |
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