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Money Guy Show

Year-End Clean Up

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Investing, Education, Business

4.73.1K Ratings

🗓️ 4 December 2009

⏱️ 36 minutes

🧾️ Download transcript

Summary

As we wind down 2009, what sort of things should you be thinking about? Well, in my life, it seems like every December there are a million things going on both on the personal side and on the business side. In today's show, I want to focus on two things that I bet you and your family are thinking about, and if you're not thinking about them, maybe now is a good time to start. 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 show.

0:17.0

This is your host Brian Preston, and what we're going to be talking about today here on

0:20.2

the money guys show, where we go beyond common sense and restore order to your financial

0:24.6

chaos is year in clean up.

0:26.6

And what I mean by year in clean up is what are we thinking about typically as we close

0:31.6

out a year?

0:33.0

I know in the Preston household, we're typically thinking about, hey, taxes, let's minimize

0:37.5

some taxes because nobody likes paying the man Uncle Sam more than he's entitled to.

0:42.4

And then of course, we're thinking about with the holiday cheer and everything else.

0:47.3

Let's get all that holiday shopping done.

0:49.4

So I want to share both of those things with you and kind of put it in the informal, fun

0:55.1

way that the money guy show does.

0:57.2

Now let me give you an intro on, give you a little background.

0:59.9

If you want to go check out the show notes for the show, you can go to money-guy.com.

1:04.7

Also, if you want to email me directly, you can write me at Brian, B-R-I-E-N, at money-guy.com.

1:10.5

And just for you guys who are first time listeners because we're constantly picking up new listeners,

1:14.8

my background is that I started doing this podcast as a hobby and it's kind of my little

1:20.0

Frankenstein that has grown into a show where a lot of you rely upon it for advice.

...

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