William Shakespeare on Trust and Financial Planners

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

🗓️ 30 May 2008

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

Professional financial planning is built on a foundation of trust. You entrust not just your money but also your hopes and dreams with an adviser and planner like me. Above all, you want your planner acting with your best interests at heart. And yet, Shakespeare’s famous advice — "Love all, trust a few" — rings […] Learn more about your ad choices. Visit megaphone.fm/adchoices

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, taxing.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, The Money Guy.
0:16.0	Welcome to The Money Guy Show.
0:17.2	This is your host, Brian Preston.
0:18.8	Hopefully everybody enjoyed their long weekend and enjoyed their Monday off and you had
0:23.7	the same great weather we had down here on the south side of Atlanta.
0:27.0	I want to talk to you today's topic, by the way, this is The Money Guy Show.
0:30.6	You can go check us out at moneyguy.com to pull up our show notes also to sign up by
0:36.5	typing in your email address up on the upper right hand corner.
0:40.2	You can type in your email address and we'll automatically send you those show notes every
0:43.2	time we update it.
0:44.2	If you want to write the show, you can write me at Brian at money-guy.com.
0:51.6	And once you can go to the website at money-guy.com, you know, there's a little confusion.
0:59.5	I'm going to go and tell you, I'm going to start becoming a little more consistent.
1:02.0	We're going to start using the money-guy.com as the primary website, but we also have
1:08.0	moneyguy.com, moneyguy.net.
1:09.8	We're trying to lock them all down, but what we're going to be talking about today is
1:14.8	I've had some email questions come in from some listeners that I think is a point of clarification
1:21.0	that I need to make.
1:22.0	I did a show a few weeks ago and you need to make sure that your financial planner can
	...

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