We Catch MAJOR Pitfalls in This Doctor's DIY Portfolio

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

🗓️ 14 April 2025

⏱️ 95 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Chuck and Margo have a BIG shovel. But getting through medical school gave Chuck some BIG blind spots. We want to show them a better way to do money, and set them up for a life of abundance. 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	Hi, I'm here for the interview. Ah, now, this would be the pre-pre-interview.
0:04.8	I'm sorry? You see, we need to make sure we have the right candidates to take part in the next stages.
0:09.2	Oh, how many stages? Well, there's the pre-interview, working chemistry, the actual interview, and then, of course, the bleep test.
0:16.0	For the part-time barista job? That's right, yeah. What a load of malarkey. Smarty keeps things simple, like 80 gigabytes for 10 pounds a month with no annual price rises.
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0:28.4	Search Smarty Mobile.
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0:38.8	with easy customizable themes
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0:45.9	that actually save you time.
0:47.4	From startups to scale ups,
0:49.2	online, in person and on the go.
0:52.0	Shopify is made for entrepreneurs like you.
0:54.4	Sign up for your $1 a month trial at Shopify.com slash setup.
1:00.0	Chuck and Margo have a big shovel.
1:01.8	So you've paid down from $307,000 down to $74,000 by your early 30s.
1:06.9	And we're at 54 now because they've paid off $20.
1:09.2	The last.
	...

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