The 30 Minute Financial Plan

Money Guy Show

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

Education, Business, Investing

4.7 • 3.1K Ratings

🗓️ 29 June 2007

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

A quick review of your financial health is today’s topic.Â I am taking a brief break from talking about investments.Â Instead I am going to load you up with planning ideas and even tools that I use to keep my financial house in order. Estate Planning & Risk Management (I know that it is dark to talk about death or other bad events that could occur in your life, but it is important to discuss). Wills – If you have children you must have a Will.Â Otherwise, you are leaving their future in the hands of the state.Â I find it hard to believe that the state would be better at determining your families future instead of you.Â DON’T PLAY WITH FIRE….. GET A WILL!!! For more information, visit the show notes at http://www.moneyguy.com/2007/06/the-30-minute-financial-plan 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,
0:08.0	investing, taxing.
0:09.0	You've got financial questions.
0:11.0	He's got financial answers.
0:13.0	It's Brian Preston, the money guy.
0:16.0	I have a show that is so full of information.
0:19.0	I have to jump right in pretty quickly here so that we can get through everything.
0:24.0	I'm going to try to make this a 30-minute show and essentially give you a financial plan.
0:29.0	I'm going to go through a quick review of what you can do to make sure that your financial health is where it needs to be.
0:35.0	I'm going to try to do this in 30 minutes.
0:37.0	So let's see if we can do it.
0:38.0	First, let's go through the intros.
0:39.0	I am Brian Preston, your host for the money guy podcast.
0:43.0	By day, I am a certified public accountant, certified financial planner, and a personal financial specialist.
0:49.0	I am down here on the south side of Atlanta.
0:52.0	We have a fee-only practice here, and this was a hobby that's kind of taken a life of its own.
0:57.0	I love doing the podcast.
0:59.0	The feedback from you guys has been tremendous.
1:02.0	All the reviews that you put out there on iTunes has kept us on the front page of iTunes.
1:08.0	If you go to the business section, and I think that has been a big part of our success.
1:12.0	We were one of the first people out here doing this.
1:15.0	We're one of the few mom and pops that is still on the front page that has not been pushed out by the big guys like Wall Street Journal, Kiplinger, and others.
	...

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