Money Guy Show

Brian Preston and Bo Hanson
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4 snips
Jan 29, 2025 • 31min

Introducing 'Making a Millionaire'

Discover inspiring true stories of wealth-building journeys and gain insights into financial education. Learn about deferred compensation plans, advanced strategies for high-income earners, and how to teach kids about saving and investing. Explore salary negotiation tactics that promote collaboration and value creation. Delve into the balance between accumulating wealth and enjoying meaningful life experiences, all while emphasizing personalized, actionable advice to fast-track your path to financial freedom.
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11 snips
Jan 27, 2025 • 36min

What is the 3 Bucket Strategy? (And How to Do It Right)

Discover the intriguing 3 bucket strategy for retirement planning, designed to optimize tax liabilities. The hosts share insights on the importance of reaching a 25% savings threshold for retirement accounts, encouraging disciplined saving habits. A lively discussion about nostalgic 80s fashion balances humor with personal anecdotes about financial literacy. Additionally, the challenges of home ownership in high-cost areas highlight the need for prudent financial prioritization. Equip yourself with strategies that empower your financial future!
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10 snips
Jan 24, 2025 • 38min

How To Get Your Financial Life Together in 2025

As financial pressures mount, effective organization of your financial life becomes crucial in 2025. Discover how tracking your net worth can drive positive financial habits and strengthen communication with partners. Learn the impact of mindset on achieving financial goals and the benefits of starting early. Explore strategies for mastering financial resolutions, budgeting, and preparing for emergencies. Don't forget the importance of estate planning and building a clear roadmap to stay on track with your financial journey!
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Jan 22, 2025 • 31min

Falling Behind? The RIGHT Way to Catch Up This Year

Feeling overwhelmed by finances? The hosts dive into optimizing retirement savings through 401A, 457, and Roth IRA accounts. They tackle the importance of early saving and proper debt management. Listeners learn about maxing out Roth contributions and backdoor strategies, alongside engaging community Q&As. The discussions also cover tax-efficient investment strategies and mortgage management, ensuring that you can confidently move toward your financial goals!
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8 snips
Jan 20, 2025 • 31min

How to Buy a House in 2025!

Discover essential financial strategies to navigate home buying in 2025. Learn how to maximize your Roth IRA contributions and avoid tax pitfalls with backdoor conversions. Explore the critical difference between price and value in investments, and the importance of collaboration in managing finances as a couple. Dive into the significance of understanding expense ratios and how they affect your investment choices. Get practical tips to ensure that your income management aligns with your housing expenses for a stress-free financial future.
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38 snips
Jan 17, 2025 • 42min

How to Make Your First $1,000,000 (And Then the Next Four)

Discover the essential steps to reach your first million and beyond with simple yet effective investment strategies. Learn how automating savings can boost your wealth and the importance of starting early to benefit from compound interest. Delve into personalized financial planning for your 30s, exploring tax-efficient options like Health Savings Accounts. Gain insights on diversified investment techniques to secure your financial freedom, while understanding that small, consistent decisions can lead to significant wealth accumulation.
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27 snips
Jan 15, 2025 • 31min

How To Maximize Your 401(k) Strategy!

This discussion covers the ins and outs of optimizing 401(k) contributions, particularly the choice between Roth and pre-tax options. It emphasizes the importance of early contributions for long-term financial health. Listeners learn humorous insights on how fashion intersects with finance and how to manage mortgages while prioritizing investments. The talk wraps up with strategies for maximizing tax efficiency in investment returns, making it clear that a well-thought-out approach can alleviate financial stress.
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18 snips
Jan 13, 2025 • 35min

What to Do with Bonus Money

Wondering how to make the most of your bonus? The discussion dives deep into the best ways to allocate that extra cash—whether to pay off debt, ramp up savings, or invest in real estate. The conversation highlights the importance of balancing enjoyment with financial responsibilities and personal goals. It emphasizes strategies for maximizing contributions to savings and retirement, while also preparing for future aspirations. Get ready to rethink your financial plans and make informed decisions!
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Jan 10, 2025 • 43min

5 Levels of Wealth (2025 Edition)

Discover the five levels of wealth and how they extend beyond just income or net worth. Learn the importance of financial stability and controlling spending as foundational elements for wealth growth. Explore strategies for mastering self-awareness in financial decisions and achieving financial freedom through disciplined habits. Shift your mindset from mere accumulation to embracing abundance and prioritizing personal fulfillment. Ultimately, find out how to leverage your resources to achieve a richer, more meaningful life.
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Jan 8, 2025 • 27min

The Hard Truth About Helping Friends With Money

Teaching financial literacy to young adults can be tricky, but it's essential for their future. Humor and practical tools make saving money engaging and fun. Addressing concerns like investment strategies after a layoff highlights the need for cash liquidity. Roth conversions are discussed, emphasizing their tax benefits and future savings potential. Overall, it's about equipping the next generation with smart financial strategies while keeping the conversation light and relatable.

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