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Money Guy Show

Top Financial Tools to Help You Win in 2023!

Money Guy Show

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

Education, Investing, Business

4.73.1K Ratings

🗓️ 21 December 2022

⏱️ 23 minutes

🧾️ Download transcript

Summary

There are a few of our financial tools and free resources (including brand new free resources) that can help you win with money in 2023. In this episode, we’ll share our favorite tools and several all-new free Money Guy resources! Check out our NEW course, Know Your Number! Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Sign up for our Financial Order of Operations course - Get easy to understand answers to your financial questions Follow us on social media! -Instagram -Twitter -Facebook -TikTok 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,

0:07.2

investing, taxes.

0:09.0

You've got financial questions, he's got financial answers.

0:12.6

It's Brian Preston, the money guy.

0:16.4

Top financial tools to help you win in 2023.

0:19.6

Brian, I am so excited about this because we love doing things that will help set you

0:24.5

up for success.

0:25.5

There's no better time of the year to think about setting yourself up for success than

0:29.8

early on in the years.

0:31.2

A brand new start, a fresh start, a redo to set yourself out to have a successful 2023

0:37.7

and forward.

0:38.7

Well, I mean, everybody uses the start of a brand new year to set new years resolutions

0:42.6

to recalibrate whether it's exercising more, whether it's to get your financial life

0:46.9

in order.

0:47.9

We want to go and just accelerate that process and show you water tools that you ought to

0:52.8

focus on to make that happen.

0:55.3

And we kind of broke this into, I love it.

0:57.4

So where you are, nowhere you're going.

1:00.3

And then lastly, we have, if I can get my equipment to work.

1:03.5

Know how to get there.

1:04.5

Know how to get there.

1:05.5

So let's jump into the first one, know where you are.

...

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