Top Tips to Prepare for Retirement

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

🗓️ 30 May 2014

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available in your 401k. The motivation for this show is two articles that finance blogger Dana Anspach recently released about 401k’s and other retirement accounts, 7 Things I Wish People Knew About 401k Plans, and 7 to-do’s before you turn 59.

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.
0:15.3	Hey guys, it's your host, Brian Preston.
0:17.0	We're going to be talking about tips and tricks you should know about retirement savings.
0:21.6	Specifically, 401Ks.
0:23.3	I'm going to even go a little deeper and talk about some unknown rules about 457s as well.
0:29.2	So if you've got 401Ks, 401Bs, 457s, any really of the big retirement plans, we're going
0:36.2	to be your source today.
0:38.1	Before we get into that topic, I'd probably get into a lot of trouble with Bo, who's sitting
0:42.4	across the way from me, that the T-shirts are in as you guys are well aware.
0:47.1	Oh yeah.
0:48.1	And I had some neighbors last night who swim practice from oldest daughter, and I'm like,
0:51.8	okay, this is getting ridiculous.
0:53.1	Are you dragging this thing out on purpose?
0:55.2	And I've said, I promise what we're doing.
0:57.5	And two guys don't realize, behind the scenes, we're working on the marketplace part of
1:00.8	the website so that we can sell the shirts without any problem, not have any flaws or technical
1:07.5	difficulties.
1:08.5	We've also got a video commercial coming out, very similar, same videographer that did
1:14.5	our past video, Mr. David Nobles.
	...

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