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Money Guy Show

What to Do When Life Happens

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

🗓️ 13 February 2015

⏱️ 42 minutes

🧾️ Download transcript

Summary

Financial Planning for the Unexpected
Here's a simple fact: life happens. Even though we try to plan for everything, we can’t possibly know what life is going to throw at us next. So how can we financially prepare ourselves for life's emergencies? How can we work in financial planning for the unexpected? Today, your Money Guys provide the steps you can take to ensure you’re prepared and can plan for the unexpected.

Transcript

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0:00.0

It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,

0:07.0

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.

0:16.4

Rolling with the unknowns of life.

0:19.4

Guys, life is an interesting thing.

0:22.8

I think a lot of you who listen to the show, and I think one of the reasons that the podcast

0:28.6

has been so successful for us is that there are a lot of people that relate to our crazy

0:34.6

planner mentalities.

0:36.8

You feel like this is your oasis or escape where you get to come find these other financial

0:42.2

mutants that think the same way you do.

0:45.4

That's what we wanted to do a show based upon what happens when life happens.

0:51.4

When things don't go as anticipated and us planner mentality type people, we have to

0:57.8

adjust.

0:58.8

We have to roll with the punches.

1:01.0

This is what makes life interesting.

1:02.7

This is what can make life fulfilling, but man is at a crazy ride for people like us.

1:08.4

They try to control and plan and figure things out.

1:12.0

It's kind of a humbling thing.

1:14.4

We wanted to take our life events and things that are going on that we've seen happen to

1:19.0

clients and see how you can actually use some of these tools and coping mechanisms that we've

1:25.3

come up with to help you be better financially as well as being better at life.

...

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