The Financial Decisions to Get Right at Every Stage and Age

Money Guy Show

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

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 5 December 2014

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

No matter what your life stage, there are financial decisions to think about -- and to get right. It’s never too early (or too late!) to take smart action and improve your financial situation. In this episode of The Money-Guy Show, the guys are joined by guest Alan Moore of XY Planning Network to discuss the pitfalls, blind spots, and solutions to money matters and problems for all ages.

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.
0:16.1	Welcome to the show.
0:17.1	I'm your host Brian Preston.
0:18.8	We have a special special show today.
0:21.5	We actually, as you know, we never have guests on the show, but after we left FinCon, we
0:27.7	realize there's an entire community of people out there that can be a resource for us.
0:33.0	I left the FinCon conference feeling like we need to be more open to share ideas with
0:39.5	people because they are resources where we can all prosper together.
0:43.6	One of the people that made a big impression on me, it was Mr. Alamoor and we've got Alan
0:48.5	on the line with us now and I'm going to let him kind of jump in here in a second.
0:53.0	I want to tell you this show today, I think, has a potential to be really impactful because
0:59.9	we're going to talk about generational type decisions that need to be made.
1:04.0	The pitfalls, the blind spots that we all make and kind of what the solutions are based
1:11.0	upon where we fall.
1:13.0	Now, why do we have the people that we're going to have on this call?
1:16.3	Alan is, he actually started founded and has become recognized very much so in the
1:23.6	industry for his X, Y planning network.
1:27.3	What's changing the way financial planning is done is that Alan focuses on not older people.
1:32.0	He actually focuses on just like the name says, Generation X, Generation Y, and they have
	...

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