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
4.7 • 3.1K Ratings
🗓️ 21 December 2022
⏱️ 23 minutes
🧾️ Download transcript
Summary
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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