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Money Guy Show

What to Look for When You Need a Financial Professional

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

🗓️ 2 January 2015

⏱️ 48 minutes

🧾️ Download transcript

Summary

Financial Professional
Your Money Guys kick off the first podcast of 2015 with valuable advice on what to look for in a financial professional -- be it a tax preparer, insurance agent, or financial advisor. Nearly everyone uses (or should use!) services provided by these financial pros, so it's important to understand the questions to ask each of these individuals in order to make sure they’re in the right position to help you. This episode will also provide you with a better idea of how to vet each one so that you end up a happy client.

Transcript

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0:00.0

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

0:09.0

You've got financial questions, he's got financial answers.

0:12.0

It's Brian Preston, the money guy.

0:15.0

Hey guys, it's your host Brian Preston sitting across from Mr. Bowhands

0:19.0

and I hope you all have had an incredible holiday season.

0:22.0

We're still, you know, just now welcoming in 2015, which is unbelievable.

0:28.0

I can remember when I was a younger person, I used to think about where I'd be in 1999, celebrating the pass of going into a new century.

0:39.0

And here we are in 2015.

0:41.0

It's unbelievable to see how fast time has moved.

0:44.0

It is crazy, crazy crazy.

0:46.0

This show is going to be unique when, because it was inspired by one of you guys, actually one of our podcast clients, plus Kevin likes it when we give him shout out.

0:55.0

He'll probably, he's going to tell him what he'll do after we, he notices we gave him another shout out in the show and even though he finds out he's the inspiration.

1:02.0

But I always get nervous and I told you guys right before we started recording, I kind of came in grumpy today.

1:08.0

Yeah.

1:09.0

Grumpy days, you know, it's because, what's raining outside? It's overcast today.

1:13.0

It's cold and you know, got a few skirmishes around the house because, you know, coming out of the holidays, things and so I told you guys, y'all were very nice to me.

1:23.0

I said 85% of the time, I feel like I'm in a great mood.

1:26.0

And you all said, you think that number pings north of that? Maybe, I don't know, y'all are probably just being nice to me. I appreciate that.

1:32.0

But I am in a grumpy mood now, hoping it doesn't come through the podcast.

1:37.0

Maybe, maybe the show must go on mentality will kind of rise above the blueness of the weather and everything else that I got going on.

1:46.0

But kind of this, this show topic is in my willhouse though because I think I'm uniquely qualified to talk about this topic.

1:54.0

I had a listener who's also a client.

...

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