The Best Financial Strategies by Income, from Financial Advisors

Money Guy Show

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

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 22 August 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Does wealth building look the same at $40K as it does at $300K? We walk through how to optimize your money at every income level - from stretching every dollar at $40K, to fighting lifestyle creep at $150K, to advanced strategies at $300K. Discover the mindset and math behind financial success no matter where you fall on the income ladder. ⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Take the relationship to the next level: become a client⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube for early access and go beyond the podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. ⁠⁠⁠⁠⁠⁠⁠⁠NordVPN.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Here's the truth about AI. AI is only as powerful as the platform it's built into.
0:05.7	ServiceNow puts AI to work for people across your business, removing friction and frustration
0:11.2	for your employees, supercharging productivity for your developers, providing intelligent
0:16.5	tools for your service agents to make customers happier. All built into a single platform you can use
0:22.2	right now. That's why the world works with ServiceNow. Visit ServiceNow.com slash UK slash AI for people.
0:30.7	Ah, Benny's parents. Thanks for coming. I, uh, so Benny has really blossomed this term. You're telling me,
0:36.7	he outgrew his bike. We sold it, on eBay.
0:39.7	Oh, that's not quite what I meant.
0:41.2	It's free to sell on there?
0:42.5	Free to sell.
0:43.6	Easy too. Sold Benny's bike, your guitar, my jacket.
0:47.0	You sold my guitar?
0:50.1	Shall we talk about Benny?
0:52.2	When it's this easy to sell for free, you can't help but say when it's eBay.
0:56.9	Things people love. T's and Cs apply, excludes vehicles.
1:00.5	How does building wealth differ across income levels?
1:04.5	Guess what?
1:05.3	You're about to find out.
1:06.6	Brian, I am so excited for this one because as financial advisors, we know that your income is your
1:12.4	greatest wealth building tool. But that doesn't mean that you need some massive income to be
1:17.9	able to be financially independent. But the journey might look different depending on where you fall.
1:23.7	We're going to take you through a wide range of incomes. How to make the most of the money and what
	...

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