The Financial Plan that Could Change Your Life
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 13 March 2026
⏱️ 37 minutes
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Summary
Transcript
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| 0:00.0 | The financial order of operation shows you exactly what to do with your next dollar, but does it |
| 0:06.1 | really work in every situation? |
| 0:08.3 | And Brent, I am so excited because today we're going to see what it looks like for a person |
| 0:12.7 | to actually follow the foo step by step and we'll even throw some wrenches in there to see |
| 0:18.8 | how it affects their journey and their wealth over the long term. |
| 0:22.4 | I'm Brian. He's Bo. And we're financial advisors here to help you navigate the financial order of |
| 0:28.0 | operations. With that, let's dive right in. |
| 0:36.2 | That's right, Brian. The financial order of operations is a nine-step guide to help you to decide exactly what you ought to do with your next dollar. |
| 0:44.7 | But it's not a straight line. A lot of people think that. A lot of people think, okay, I go from step one to step two and step two to step three. |
| 0:51.9 | But oftentimes, that's not how it plays out. |
| 0:54.0 | No, I want you to know. As you can tell, we're pretty proud of this system is because I like to say it's all terrain, all weather. |
| 1:00.9 | It doesn't matter what's going on in your life. We got you covered. |
| 1:05.0 | But you've already kind of alluded to it. We even have a visual to kind of show this. |
| 1:09.3 | A lot of people think it's just to walk up the |
| 1:11.2 | stairs. You go from step one to step two and so forth. No, we know life is going to happen. There's |
| 1:18.3 | going to be all kind of things that happen to you. The examples we give here is, of course, |
| 1:22.6 | you're going to have weird things happen with the vehicle you drive. You might lose your job. |
| 1:27.2 | You might have big life things |
| 1:28.7 | like you're going to buy your first house. We have a system that's going to get you through all these |
| 1:33.7 | different elements. And what I love about today's show, Brian, is that a lot of systems are |
| 1:38.0 | academic in nature and they're theoretical. But we thought, hey, let's step away from theory |
| 1:42.6 | for a moment. And let's talk about actual |
... |
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