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Money Guy Show

When Investing Right Goes Oh So Wrong

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

🗓️ 12 July 2013

⏱️ 39 minutes

🧾️ Download transcript

Summary

With the recent news and market movements, Brian and Bo share with you their views about investing. They look into asset classes from Fixed Income to Emerging Markets, sharing a lot of great advice about allocating your portfolio going forward.

Transcript

Click on a timestamp to play from that location

0:00.0

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

0:07.2

investing, taxes.

0:09.1

You've got financial questions, he's got financial answers, it's Brian Preston, the money

0:14.6

guy.

0:15.6

Hey guys, this is your host Brian Preston here with the money guy show.

0:19.4

If you didn't know, maybe you're a first-time listener, you can go check us out at money-guy.com.

0:25.3

By day, we're fee-only financial advisors down here on the south side of Atlanta as well

0:29.4

as offices in Nashville and Augusta, Georgia, by what, Nashville's in Tennessee, if you

0:34.0

didn't know.

0:35.0

But today's show, let me go and give you the topic, is going to be called, When Investing

0:39.6

Right Goes O So Wrong.

0:43.5

It's one of those things that Bo calls me.

0:47.0

I've actually been in Nashville for the last three days doing some business things.

0:52.4

I called Bo on the drive back yesterday and I said, Bo, let's talk about what we've got

0:56.9

going for the next few days.

0:57.9

I said, remind me, was the podcast last Friday, or was it the Friday before he was, oh no,

1:03.4

we got to record a podcast and that's not a big deal other than the fact that we're

1:07.3

going to be out of town, both Friday as well as Monday, doing some presentations for

1:12.2

some clients, you know, and some seminars and some other things.

1:16.1

So I get excited about that stuff, but I get stressed out because I don't like to do

1:19.7

this show, you know, haphazardly.

1:22.7

Right, right, right.

...

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