The 30(ish) Minute Financial Plan
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 1 January 2016
⏱️ 54 minutes
🧾️ Download transcript
Summary
Transcript
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| 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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