Use Your Net Worth Statement To Power Your Wealth Goals!

Money Guy Show

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

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 8 December 2021

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We love the annual tradition of a Net Worth Statement. We originally recorded today's video for people who purchase our Net Worth Tool, but the 5 points on wealth building were so good that we had to share it with you for free! It will motivate you to stick to your financial goals and help you understand why we believe in this tradition so much. Get our Net Worth Tool Now! Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to financial success - then help you stay there! The Money Guy Show takes the edge off of personal finance. We’re financial advisors that believe anyone can be wealthy! First, LEARN smart financial principles. Next, APPLY those principles! Then watch your finances GROW! Visit our site for more info. Instagram Twitter Facebook TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We recorded today's video for everyone that bought our powerful net worth tool
0:05.4	But after creating it we were all so good. We wanted everyone to have access and here's the truth when you start doing your annual
0:12.1	Network statement it literally can change your financial life so go to learn.moneyguide.com to learn more
0:19.3	It's Brian Preston the money guy
0:22.7	Restoring order to your financial chaos retirement
0:26.0	Investing taxes you've got financial questions. He's got financial answers. It's Brian Preston the money guy
0:35.8	Welcome money got family today. We're gonna help you learn how to harness the power of your net worth statement
0:42.6	Yeah, Brian
0:43.2	I'm so excited about this because
0:45.6	Doing our annual net worth statements is probably become one of the highlights of our years
0:49.7	It is now an annual tradition that you and I both look forward to
0:52.8	Every single year and our hope is we can kind of walk through
0:56.5	Why we think it's viable and how we use our net worth statements
0:59.3	We hope that you guys also will become excited about working through this exercise every single year
1:05.0	I'll go step further. I think this is foundational to wealth building sure
1:08.4	I personally attribute this annual process of recording my net worth as a big part of my personal success
1:17.6	And we want to help you also unlock the potential of that invisible hand and we'll get into a lot of that
1:24.4	But both kind of walk them through what are the big takeaways we're expecting from just
1:30.1	Unlocking the net worth temple. Yeah, so there's essentially five things that we think a net worth statement can do for you
1:36.4	Number one is it gives you an inventory of what you own and what you owe
1:40.2	Number two, it can help you craft your goals
1:42.4	It helps with goal creation and coming up with those things that are truly important to you
	...

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