Year-End Clean Up
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 4 December 2009
⏱️ 36 minutes
🧾️ Download transcript
Summary
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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