The Web Vs. Your Financial Advisor

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

🗓️ 25 January 2013

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The look and feel of the personal financial planner is changing. No longer is an office surrounded by mahogany and crown moldings the only choice. Some of today’s financial planners are much more laid back and casual, but maintain the same level of expertise and financial knowledge. The internet offers many choices for a planner as well, and it’s up to you to decide based on your needs and goals what will work best for you. 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, taxes.
0:08.8	You've got financial questions.
0:10.4	He's got financial answers.
0:12.4	It's Brian Preston, The Money Guy.
0:15.5	Welcome to The Money Guy Show, guys.
0:17.5	This is Brian Preston, your host with my co-host, Mr. Bo Hanson,
0:20.8	staring across from me.
0:22.4	And what I think is interesting is, let me first give you the call signs and
0:27.3	our website is money-guy.com, or you can write the show at Brian,
0:32.4	B-R-I-E-N, at money-guy.com, or B-O, at money-guy.com.
0:38.9	If you want to contact Bo, but this show, I kind of wanted to start it off with
0:43.3	something fun, Bo.
0:45.1	What I wanted to do was talk about New Year's resolution updates,
0:50.8	because we're kind of getting to the end of the month.
0:55.1	This is usually the time that it kind of starts to fizzle, let's be honest.
0:57.7	If your New Year's resolution was to go to the gym,
1:00.7	if you're still going to the gym, you probably noticed the five o'clock or six o'clock classes
1:04.7	are starting to thin out a little bit from where they looked like in the first week of January.
1:11.5	I want to tell you what my New Year's resolution was was to start exercising again.
1:15.9	You know, I worked out with Bo for a number of years.
1:19.3	That's one of the reasons I hired him, I think.
	...

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