Vision Planning In 2018: How To Set (and Keep) Financial 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

🗓️ 12 January 2018

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Tune in to this week's show to learn the 7 Steps to developing a Vision Plan for your future. The last thing anyone wants is to find out they don't have enough money saved to retire when or how they want. This is why creating a Vision Plan is so important to your financial success. Don't settle for just any version of your life when you can create the best version of your financial future starting right now. Visit the show notes for more detail: http://www.moneyguy.com/2018/01/vision-planning-in-2018-how-to-set-financial-goals/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	It's 2018 the year you unlock your full potential.
0:03.2	I know you have a dream of what you want your personal finances to look like,
0:06.8	but do you have a vision plan to get you there?
0:09.2	Tune in today and we're going to unlock all of your opportunities.
0:13.2	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:20.0	investing, taxes. You've got financial questions, he's got financial answers.
0:25.5	It's Brian Preston, the money guy.
0:28.9	Bo, 2018. That's kind of crazy, right?
0:32.1	Start of the 13th year of doing the money guy show.
0:35.7	Is it really been 13th?
0:36.9	It started in January of 2006.
0:39.0	So with that, show's a teenager.
0:41.2	Think about that.
0:43.1	If it starts acting like my teenager, it means we won't see it.
0:46.1	See the show as much as, but that's actually the opposite.
0:48.5	We're going to be like an overtieving teenager by having this show show up and people's lives more
0:53.4	often. Always like when we started brand new year.
0:56.0	Now it's not as true as it used to be.
0:58.0	It used to be because everybody gets brand new gadgets.
1:00.0	Maybe it is because people are getting
1:02.8	the echoes and talking to Alexa, they're talking to Siri,
1:06.2	they're talking to all kind of artificial intelligence,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.