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Money Guy Show

VanLife Millionaires Are Leaving MILLIONS On The Table | Making a Millionaire

Money Guy Show

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

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.62.8K Ratings

🗓️ 3 March 2025

⏱️ 70 minutes

🧾️ Download transcript

Summary

Robert and Keri have a…unique lifestyle. But has such a frugal lifestyle cost them huge opportunities? Let’s dive in, and find out. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Robert and Kerry have a unique lifestyle. You guys were able to retire at age 54. That means you must have made every single financial decision correctly.

0:09.2

But it's such a frugal lifestyle cost them huge opportunities?

0:12.4

So do you consider you so cheap still or do you think you're...

0:15.4

Oh, I'm still cheap.

0:17.1

I mean, we still shaking.

0:19.6

Let's dive in and find out.

0:26.8

Welcome to Making a Millionaire, where we help our guests discover their great, big, beautiful tomorrow.

0:33.0

I'm your host, Brian Preston, joined by Mr. Bo Hanson.

0:35.8

That's right.

0:36.2

We are so excited that we can help walk you through the stories of millionaires and

0:40.5

millionaires in the making.

0:41.8

And today is no different.

0:42.8

Brian, we are right now sitting down with Robert and Kerry.

0:46.3

How are you guys doing today?

0:48.2

We're doing great.

0:49.1

Man, I am so excited to talk with you guys because you are a little bit different.

0:54.0

A lot of times we sit down and talk with folks who are building towards financial independence

0:58.6

and they're trying to get there and they're trying to get to the top of the hill.

1:03.0

And you guys have done it.

1:04.4

You guys are now on the other side of the equation, getting to live in your financial abundance.

1:09.1

And I'm excited to dive in. So walk us through,

1:12.4

what's your story? Who are you guys? Where are you from? What'd you do? How'd you end up here in

...

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