Financial Residency Grand Rounds - Financial order of operations with Brian Preston, CFP
Jun 10, 2024
Brian Preston, CFP, discusses the financial order of operations for building wealth, emphasizing steps from debt management to retirement savings. He highlights the benefits of index fund investments and shares insights from his new book 'Millionaire Mission.' Additionally, Brian shares his journey in financial education and content creation, aiming to simplify financial knowledge for his audience.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Financial Challenges and Strategies for Doctors
01:48 • 9min
Financial Priorities and Index Fund Investments
11:17 • 3min
Discussion on the Release of the Book Millionaire Mission
13:59 • 2min
Inspiration for Financial Habits and Enjoying Life
16:00 • 3min
Conversation about Content Creation and Financial Education Journey
19:21 • 3min
Navigating Financial Order of Operations and Wealth Stages
21:53 • 2min