Today, we have Brian Preston on the podcast. Brian Preston, (CPA, CFP®, PFS) is the author of Millionaire Mission and Founder & Host of The Money Guy Show.

Brian lays out a nine-step system for building wealth with the money you already have in his new book: Millionaire Mission.

We cover the five levels of wealth, financial order of operations, and the mindset needed for wealth building. Brian also discusses the importance of balancing savings and enjoying life, understanding the difference between being rich and being wealthy, and the impact of savings and investing on one's financial journey.

I really enjoyed this conversation with Brian, and I hope you do too.

Timestamps:

[1:56} The Influence of Mr. Morrow: The Morrow moment, a pivotal event that changed Brian’s financial journey.

[4:14] “Army of Dollars”: the idea of an "army of dollars" working for you while you sleep.

[9:07] Financial Order of Operations: A step-by-step guide for managing money.

[13:12] Cash and Retirement Accounts: Important of having emergency reserves and having retirement accounts.

[16:37] Being Rich vs. Wealthy: Brian explains the difference between being rich and being wealthy.

[33:45] Teaching Children About Money: Brian shares his approach to teaching his daughter about money and savings.

[52:37} Financial Independence: Brian shares his journey to financial independence, starting with small investments in his 20s.

[56:59] The Five Levels of Wealth: Stability, strategy, security, freedom, and abundance.

[1:02:49] Maintaining Financial Discipline: Brian emphasizes the need for regular measurements and success indicators.

Connect with Brian Preston

Website – https://moneyguy.com/

Instagram – https://www.instagram.com/moneyguyshow/

Twitter – https://x.com/moneyguyshow

LinkedIn – https://www.linkedin.com/in/moneyguy/

TikTok – https://www.tiktok.com/@moneyguyshow

YouTube – https://www.youtube.com/@MoneyGuyShow

Book by Brian Preston:

Millionaire Mission: A 9-Step System to Level Up Your Finances and Build Wealth

Post Traumatic Torah 3: Translating the Torah for the Vulnerable Heart