The Big Give

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

🗓️ 20 December 2013

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week we dig into charitable giving, it’s a perfect topic for this time of year. Brian and Bo cover donor advised funds as well as some cool tax tips. We also discuss our goals for 2014 and give you a sneak peak of what to expect from us in the coming year. Money-Guy […] 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,
0:07.0	investing, taxing.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, the money guy.
0:15.8	Unbelievable.
0:17.1	This is the last show of 2013.
0:19.5	Can you believe that this year is almost, or I feel like just yesterday was New Year's
0:23.4	day?
0:24.4	Yeah.
0:25.4	I mean, I just started my New Year's resolution, started exercising, started eating
0:28.8	a little healthier.
0:30.2	And what have I ended the year with is that I've got a table full of popcorn, fudge,
0:34.4	peanut brittle, cookies.
0:36.3	I mean, it's everything that told myself I wasn't going to eat it back in January.
0:39.8	I think our clients have figured out that we have sort of a sweet tooth and we kind
0:43.3	of like delicious food.
0:44.3	So they just love to bombard us.
0:46.0	And we are so thankful for it.
0:47.8	But holy cow, we ate way too many goodies during this time of year.
0:51.7	Just in case you're new to the show, this is the money guy show.
0:54.2	You can go check us out money-guy.com.
0:57.5	So please feel free to check out all of our social media connections.
	...

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