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Money Guy Show

The 30(ish) Minute Financial Plan

Money Guy Show

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

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

4.62.8K Ratings

🗓️ 1 January 2016

⏱️ 54 minutes

🧾️ Download transcript

Summary

Happy New Year, y'all! We want to start your new year off right in this first Money Guy Show episode of 2016. Whether you just started your financial journey or you consider yourself a money master, today's podcast will get you on the right path to financial success. We're bringing you all you need to know to create your own financial plan in just about 30 minutes. Ready to get started?

Transcript

Click on a timestamp to play from that location

0:00.0

Happy New Year, money got family. Well, I guess it is. I guess it will come out January 1st, though.

0:06.5

If this is the show, by the way, if you ever want to make sure you could check the boxes on the basics,

0:12.5

if you wanted to make sure you had your estate plan, your retirement plan, your debt management plan,

0:17.9

if you wanted to make sure you were checking all the boxes of financial planning,

0:22.5

this is your show because today we're going to be covering the 30-ish

0:27.1

minute financial plan. So tune in.

0:44.8

Hey guys, go check out the website, moneygotta.com. This is going to be the type of

0:50.4

repackage that you like. Typically when you repackage a gift after Christmas or after you've

0:55.7

received a gift, it's because it doesn't fit or it doesn't fit your decor. This is going to hopefully

1:01.1

fit you just perfect. Over the Christmas holiday, we had 14 people staying at my house.

1:08.0

And I felt a little bit, how many? 14 people. Holy cow. Call me Clark Griswold. We even had a trip

1:13.9

to the emergency room, a surgery. There was all kind of cool curve balls that occurred, but it was

1:19.1

spectacular. And now I'm even hearing whispers that they might be coming back next year. So it

1:24.6

must have been that good. But here's the thing. While I was, I had the family up for Christmas,

1:32.8

I was running some financial planning clinics because it seemed like over the week that everybody

1:36.8

was staying at the house, because we had four cut, four families there. Everyone of them would

1:42.2

pull me aside and say, hey, Brian, can we sit down? I want to ask you a few questions on my personal

1:46.9

finances. And I really did run essentially a clinic for a lot of my relatives over the holidays.

1:52.4

And a lot of the questions were what I consider the basics. We did a show two and a half years ago,

1:58.9

called the 30-ish minute financial plan. The reason it's 30-ish is because it's actually going to be

2:05.4

longer than 30 minutes. But we didn't want to scare anybody off with the details. What I think

2:10.0

is really cool, I went and listened to the show before we were re-released to make sure it was still

...

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