The 30ish Minute Financial Plan

Money Guy Show

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

Investing, Education, Business

4.7 • 3.1K Ratings

🗓️ 28 June 2013

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you on track throughout your financial marathon. They hit topics from estate planning to negotiating service rates. This is a great show to help establish future plans and to create a checklist to ensure you reach your financial goals. 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.
0:02.9	Restoring order to your financial chaos, retirement, investing, taxing.
0:08.8	You've got financial questions, he's got financial answers.
0:12.4	It's Brian Preston, the money guy.
0:15.4	Okay, we're going to start the show off a little weird today.
0:18.4	That's always a good way to start.
0:20.8	I want to give a few disclaimers.
0:22.8	If you hear any drilling or loud sounds in the background, it's funny.
0:27.5	We've had trouble with Eric Commissioner here in the office building for the last two weeks.
0:30.9	Two, come on. It's been more than that.
0:32.7	Okay. Well, I finally called the owner of the building, which is a prominent attorney in the
0:37.5	community that I'm friends with. And, you know, let him know because I'm that aw-shock's guy
0:42.1	that really doesn't like to make a lot of noise until I kind of get fed up with something.
0:45.5	So I'll let him know. So I think we're kind of getting our payback today.
0:48.5	I think they're just drilling in the concrete for the sake of drilling in the concrete to make
0:52.2	sure that today is not completely productive.
0:54.1	Let's go ahead and be on it. And this is letting you guys kind of see behind the scenes.
0:57.4	It got so bad one day that Brian literally showed up in shorts, flip flops, and a t-shirt
1:03.6	because we knew- And it went in front of you.
1:05.3	No, it was not a phrase like a Wednesday because we knew about like two o'clock in the afternoon.
1:09.4	It's going to be 85 degrees and we actually have box fans running while we're going through all
1:13.9	these AC issues. Now people, we're actually in a very beautiful bank building. I don't want everybody
	...

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