Money Guy Show

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

Money Guy Show

A Business, Investing and Education podcast featuring Brian Preston and Bo Hanson

 1 person rated this podcast
Money Guy Show

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

Money Guy Show

Episodes
Money Guy Show

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

Money Guy Show

A Business, Investing and Education podcast featuring Brian Preston and Bo Hanson
 1 person rated this podcast
Rate Podcast

Episodes of Money Guy Show

Mark All
Search Episodes...
Reaching a million-dollar portfolio is a significant milestone. But with a growing portfolio comes growing complexity. Here are 5 wealth tips to help you manage and grow your wealth once you've hit this impressive benchmark. Jump start your j
"My girlfriend and I are planning on moving in together early next year. I want to start fresh. Currently I have 14k in credit card debt, with roughly 16k in investments. Should I sell my investments to pay off the debt?" We'll walk you thro
"How do I know when I’m at the boiling point for investing?" We get that question all the time - so let's walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goal
These 10 money stats will blow your mind! We’ll discuss the unbelievable amount of money Americans save, when most reach millionaire status, and how many Americans carry a credit card balance. Jump start your journey with our FREE financial r
We’re so excited to announce the launch of the Financial Mutant Survey! We want YOU to help us create this upcoming Money Guy episode and inform future content. Plus, we have some awesome, exclusive resources available as a “thank you” to every
"I just started investing in my 401(k). I think I have it set up right, but it's all so new that I'm worried I'm going to miss something and make a mistake. What are some things I should look out for?" We'll walk you through that question an
"I'm 33 years old with a decent amount of debt. I'm worried about time missed out of the market so i'm maxing my Roth IRA before paying my high interest debt due to the time it would take to pay off. Thoughts?" We'll walk you through that qu
The Fed recently cut the rates by 0.5%, making the new target rate 4.75%-5.00%. Why did they cut the rate? And what does this mean for you? Let's walk through it together! Jump start your journey with our FREE financial resources Reach your g
"With the Fed meeting today, and projections saying that they will drop rates a half percent, at what point should I pull the trigger and refinance?" We'll walk you through that question and more in today's Q&A episode! Jump start your journ
We're back to debunk even more of the biggest financial lies that we see all the time on the internet, to help you understand what’s real, what’s fake, and how to do money better. Jump start your journey with our FREE financial resource
"My 28-year old kid is getting married in December and has a 6-figure net worth. I want to make them get a prenup before they get married, but am wondering what the Money Guys think. I would hate to see their financial future slip away due to a
"What should financial mutants be doing if the market seems to be on the brink of a recession?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals
It can be hard to know what makes someone “wealthy” depending on where they are in their journey. So, here are some wealth checkpoints you could shoot for by the end of each decade to assess where you are on that curve. Jump start your jo
"With the S&P 500 being heavily leaning on the magnificent 7 tech stocks, would you still consider it well diversified?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial re
"I'm 23 years old. I am about to start my first job in my career field. What are the first things you recommend someone do when starting a job to set them up for success financially?" We'll walk you through that question and more in today's
Cash is not trash… and if you aren’t making money on your cash, what are you doing?! Get in there! With hints of inflation slowing down, and talk of future rate cuts from the fed, your time to optimize on these 5%+ high-yield accounts may be li
"At what point should I consider selling an accidental rental property? I’m making about 10% cash on cash, but it seems like a lot of work for $300 per month." We'll walk you through that question and more in today's Q&A episode! Jump start
"​​I have freed up an extra $700 a month to pay off 30k (3.9%) car. Is it better to make an extra $700 payment each month or save in HYSA at 4.5% until I have enough to pay it off? The minimum payment is $580 for 60 months." We'll walk you t
We call our community Financial Mutants for a reason – they’re different than the average person. They think, behave, consume, and save in a way that is contrary to the norm. One of the most important skills we see is their ability to know that
"Can we have too much in cash? My wife and I were saving for a new home, but decided to stay in our starter home instead. We have a large amount in cash now but we like the added security and flexibility to use it how we want (home renos, vacat
"What can we all do to prevent identity theft besides doing things like freezing our credit? I'm not sure if you've gone over this topic before." We'll walk you through that question and more in today's Q&A episode! Jump start your journey wi
"What were your luckiest financial decisions? How much of your wealth building do you think has been about discipline vs. luck?" We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE finan
"My husband and I bought a home in 2021. We thought we were buying within our means, but are now overwhelmed with maintenance costs and increasing monthly payments. Do we need to move?" We'll walk you through that question and more in today'
"​​If my wife and I liquidate all assets except retirement which is around 40k, we could buy our first home in cash (300k). Should we consider this or take on a mortgage?" We'll walk you through that question and more in today's Q&A episode!
Personal finance is personal. A good strategy for someone in their 20s just starting out on their wealth building journey is probably not right for someone with a million-dollar portfolio. So, we wanted to break down what might be valuable to d
Rate
Contact This Podcast

Join Podchaser to...

  • Rate podcasts and episodes
  • Follow podcasts and creators
  • Create podcast and episode lists
  • & much more

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features