Best Brian Preston Cpa Cfp Pfs And Bo Hanson Cfa Cfp Fee Only Fiduciary Advisors Podcasts (2025)

1
Financial Advisors React to Money YouTubers (Part 3) 18:41

Play Pause

9h ago18:41

18:41

In this episode, we explore the biggest money mistakes most people make - from lending to family to buying flashy cars. We also dive into whether buying a home is actually smart, how to think about debt vs. cash, and why having a simple financial system changes everything. Learn how to build wealth the boring but effective way. ⁠⁠⁠⁠Jump start your …

1
The Truth About Dave Ramsey’s 7 Baby Steps 43:38

3d ago43:38

43:38

Dave Ramsey’s Baby Steps have helped countless people get out of debt and start saving, but are they still the best way to build long-term wealth? We explore each Baby Step by highlighting where we agree, where we diverge, and why we believe the Financial Order of Operations (FOO) provides a clearer, more effective roadmap to financial success. We’…

1
This Will Change How You See MONEY… 1:02:31

5d ago1:02:31

1:02:31

We’re launching a game-changing (and free!) compound interest calculator to help you see exactly how your money grows. From hitting your first $100K to building a $7 million nest egg, we walk through real scenarios that show how small decisions today can make you rich tomorrow. Plus, your money questions answered - from Roth IRAs to risk management…

51
Her Finances Need a TOTAL Reset… | Making a Millionaire 1:10:01

7d ago1:10:01

1:10:01

Megan has an ultra-aggressive savings rate, yet she’s overwhelmed, losing sleep, and worried she’s doing it all wrong. We show her how to simplify her finances, build the right emergency fund, optimize taxes, and still live a rich life today. If you’ve ever wondered if you’re too focused on money, this one’s for you. ⁠⁠⁠⁠Jump start your journey wit…

51
How To Build a Financial Plan (By Age) 38:13

10d ago38:13

38:13

Most people know they should have a financial plan, but what should that plan actually look like? We break down a personalized financial strategy for every decade: 20s, 30s, 40s, and 50s+. You’ll learn how to overcome key challenges, build smart habits, and make the most of your time, money, and opportunity. From wealth multipliers and Roth IRAs to…

1
Home Prices Are Being SLASHED (What You Need to Know) 59:56

12d ago59:56

59:56

Home prices are falling in many cities, inventories are rising, but interest rates remain high. We break down what it all means for first-time buyers, why the average age is now 38, and how to decide if now’s the right time for you. Plus, stick around as we answer your financial questions! ⁠⁠⁠⁠Jump start your journey with our FREE financial resourc…

1
Financial Advisors React To WILD Money Advice On YouTube 17:59

14d ago17:59

17:59

We’re reacting to the internet’s worst financial advice - from flipping mobile homes to buying luxury cars you can’t afford. We break down why these viral money strategies are not just wrong, but dangerous. Instead, learn the proven steps to financial success using tax-advantaged accounts, index funds, and the Financial Order of Operations. ⁠⁠⁠⁠Jum…

1
The Science Behind Building Wealth 43:17

17d ago43:17

43:17

Building wealth doesn’t have to feel like cracking a secret code. We unpack the three key sciences behind wealth building (behavioral, financial, and economic) and show how anyone can succeed with the right knowledge and habits. From overcoming fear of investing to avoiding high-interest debt and using the tax code to your advantage, we break it al…

1
6 Questions to Know If You're Ready for Financial Independence 1:06:52

19d ago1:06:52

1:06:52

Are you really ready to be financially independent? We share six powerful questions that help you zoom out and reflect on your life’s purpose, goals, and relationship with money. Whether you're dreaming big or stuck in the messy middle, this episode will help you gain clarity and confidence. Plus, we answer listener questions on HSAs, dividend inve…

101
Laid Off at 51: Are We Ready to Retire? | Making a Millionaire 52:25

21d ago52:25

52:25

This week’s Making a Millionaire features Chris & Heather - a couple in their early 50s who thought they had more time to plan for retirement until a sudden layoff changed everything. With a $2.5M net worth, they wrestle with real fears, financial questions, and the exciting possibility of building a purpose-driven next chapter. Can you retire earl…

1
3 Phases of Wealth Building by Age (Where Are You?) 46:04

24d ago46:04

46:04

Are you focused on the right part of your financial journey? In this episode, we break down the three phases of wealth - Make, Maintain, and Multiply - and show how they apply differently throughout life. From starting your career to entering retirement, we’ll help you identify where your time, energy, and money will have the biggest impact. ⁠⁠⁠⁠Ju…

1
We HATE This New Money Trend… 1:05:38

26d ago1:05:38

1:05:38

Buy Now, Pay Later is everywhere, but is it helping or hurting your finances? We uncover the dangerous reality behind BNPL services, how they encourage overspending, and why young consumers are particularly at risk. Then we answer your financial questions about The Financial Order of Operations, down payments, budgeting vs. cash management plans, a…

1
The Internet Got It Right? Money Advice We Actually Agree With 24:43

28d ago24:43

24:43

We’re reacting to viral money advice from some of our favorite YouTubers. We'll help you separate hype from wisdom. From Roth IRAs to compound interest to debt strategies, this episode is full of entertaining, insightful breakdowns that can transform your financial future. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠…

1
The 3 Tools That Actually Build Wealth 34:41

1M ago34:41

34:41

There’s no secret to building wealth - it’s all about using the right tools. We reveal the three essential ingredients of financial success: discipline, money (margin), and time. Learn why income isn’t everything, how saving $100/month can make you a millionaire, and what separates rich people from truly wealthy people. ⁠⁠⁠⁠Jump start your journey …

1
What You Need to Know About the New Tax Bill 1:11:11

1M ago1:11:11

1:11:11

A potential tax overhaul is on the horizon so we’re breaking down what it could mean for your finances. From deductions to credits and everything in between, we explain what’s likely, what’s noise, and how you can get ahead of it all. Plus, we tackle smart strategies for managing mortgage prepayments, 401(k) match tradeoffs, and more. ⁠⁠⁠⁠Jump star…

1
Young Couple Saving for Future Family Over Themselves | Making a Millionaire 56:18

1M ago56:18

56:18

Daniel and Lindsay (25) recently relocated to Boston. With a net worth over $240K, they’re off to a strong start...but they’ve also made a few FOO missteps (like investing for kids who don’t exist yet). We break down how to optimize their next five years, make room for potential parenthood, and decide what to do with that house that came with a $9,…

1
How to Beat Wall Street (It's Easier Than You Think) 47:33

1M ago47:33

47:33

Think you're a savvy investor? The data says you might not be. We expose why average (and even professional) investors underperform the market, dissect three trending investment strategies, and share a dynamic solution that adapts with you through every life stage. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Reach yo…

1
How Much Home Can You Really Afford in 2025? 1:05:31

1M ago1:05:31

1:05:31

With housing affordability reaching historic lows, how can the average American afford a home in 2025? We explore state-by-state income data, explain our home buying rules, walk through a real-life case study, and offer tools to help you buy smart. After that, we answer your questions about an out of order Financial Order of Operations, a 50% raise…

1
Financial Advisors React to BONKERS Financial Advice 23:29

1M ago23:29

23:29

We react to some of the most extreme financial advice circulating online - from street hustles and scratch-offs to anti-debt rants and luxury car negotiations. We break it all down with insights, laughs, and practical takeaways for financial mutants who want to build real wealth. ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠ …

1
7 Cash Flow Milestones Worth Celebrating 30:27

2M ago30:27

30:27

Discover the seven cash flow milestones that prove you’re making real progress, even if you're not a millionaire yet. From becoming cash flow positive to saving 25% of your income, we break down the behaviors that build lasting wealth. Whether you're just starting out or hitting your stride, this episode will keep you motivated and moving forward. …

1
How to Reduce Your Money Stress 1:04:07

2M ago1:04:07

1:04:07

78% of people think this helps reduce your financial stress. See if we agree and how we're helping relieve your money stress. After that, we're taking helping your money stress to the next level by answering your financial questions! ⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Reach your goals faster with our products⁠…

1
Can This Family of 6 Survive the Messy Middle? | Making a Millionaire 53:00

2M ago53:00

53:00

Kaitlyn and Aaron’s story is a testament to what’s possible when you get serious about money. We discuss their journey through debt, family responsibilities, and tough financial truths - while creating a realistic plan to double their net worth and reclaim control. ⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Reach your go…

1
The Dark Side of Saving: 4 Signs You’ve Gone Too Far 34:00

2M ago34:00

34:00

Are you unknowingly sabotaging your present for the sake of your financial future? We reveal the four warning signs you might be saving too much - from missing out on life to straining relationships. Learn how to rebalance, find joy now, and still build long-term wealth the smart way. ⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠ …

1
X% of Americans Over 50 Have NOTHING Saved… 1:05:28

2M ago1:05:28

1:05:28

What happens if you turn 50 and haven’t saved a dime? We break down how to turn things around with tools like catch-up contributions, Social Security planning, and flexible retirement timelines. Then we answer your questions about profit sharing, maintaining a 25% savings rate, self-employment, and a whole lot more! ⁠⁠⁠⁠Jump start your journey with…

1
Financial Confessions: The Money Mistakes You’ll Never Forget 25:04

2M ago25:04

25:04

You (the financial mutants) submitted your most jaw-dropping, hilarious, and painful financial confessions - and we’re unpacking them all. From underwear that depreciated too much to haunting Bitcoin regrets, these stories will make you laugh, wince, and maybe rethink your own money habits. ⁠⁠⁠Jump start your journey with our FREE financial resourc…

1
Are You Saving Enough? 401(k) Balances by Age Revealed! 51:16

2M ago51:16

51:16

Curious how your 401(k) stacks up? Our annual break down is back with the latest Fidelity data on average 401(k) balances by age and how to use your 20s, 30s, 40s, and beyond to build wealth strategically. From understanding your match and optimizing contributions to making smart investment decisions, this episode is packed with tips to help you hi…

1
The Hidden Wealth Tool No One's Talking About 1:05:42

2M ago1:05:42

1:05:42

A new retirement savings tool is here - and most people don’t even know about it. We explain how auto-IRA programs are helping workers build wealth automatically, and what you can do to get ahead - even if your state isn’t on board yet. After the breakdown, we take live questions from listeners on everything from student loans to emergency funds to…

1
From Debt and Grief to Financial Freedom | Making a Millionaire 1:09:42

2M ago1:09:42

1:09:42

Rick and Lori may have a $4.5 million net worth, but fear and financial trauma linger as they enter retirement. In this powerful episode, they open up about past struggles with debt, the heartbreaking loss of a child, and how financial planning helped them reclaim peace and purpose. Join us as we walk them through a plan to not only retire with con…

1
FIRE: How to Retire Early and Own Your Life 43:51

2M ago43:51

43:51

Want to retire early or take control of your time? Brian and Bo break down the FIRE and FINE movements, covering saving strategies, withdrawal rules, and how to align your money with your purpose to live life on your terms. ⁠Jump start your journey with our FREE financial resources⁠⁠⁠ ⁠⁠⁠Reach your goals faster with our products⁠⁠⁠ ⁠⁠⁠Take the rela…

1
Are You Worse Off Financially in 2025? | Ask Money Guy 59:57

2M ago59:57

59:57

Brian and Bo unpack Gallup's Personal Financial Situation Index that asks how Americans are feeling about their finances and what they anticipate in the future. We talk through how financial mutants power through uncertain times and maintain financial optimism. After that, we answer your questions about buying in a downturn, using an HSA as an emer…

1
When Should You Make BIG Financial Decisions? 33:01

2M ago33:01

33:01

We're back answering your questions about your important financial decisions. From a young couple considering house hacking to someone unemployed for almost a year to an in-law who might not have enough, we're covering it all in this jam-packed Q&A! ⁠Jump start your journey with our FREE financial resources⁠⁠ ⁠⁠Reach your goals faster with our prod…

1
The TRUTH About Dollar Cost Averaging Most Investors Miss 37:48

2M ago37:48

37:48

Lump-sum vs. dollar cost averaging - what's the better investment strategy? We break down the math, the emotions, and the real-world case studies behind each approach to help you make smarter decisions. Discover the right time to use each and how to avoid analysis paralysis with our Goldilocks Rule. ⁠Jump start your journey with our FREE financial …

1
What Gen Z Gets Wrong About Money 31:19

3M ago31:19

31:19

Our latest Q&A livestream from our NEW and IMPROVED Money Guy Show Studio! We start with a segment on what Gen Z (and other generations) are getting wrong about money. Spoiler: you don't need $10M to be wealthy. After that, we dive into answering your financial questions! Jump start your journey with our FREE financial resources⁠ ⁠Reach your goals …

1
Is a $100k Income STILL Enough to Buy the American Dream? | Making a Millionaire 55:00

3M ago55:00

55:00

Daniel and Hannah are navigating the messy middle - raising kids, building careers, and working toward big financial goals (like homeownership and financial independence). We talk about budgeting on a $100K income, the tough trade-offs between Roth contributions and emergency savings, and the pressure to "do it all" while staying grounded. Can we h…

1
Financial Advisors React - Top 10 INSANE Money Advice Videos 24:36

3M ago24:36

24:36

Brian and Bo react to 10 outrageous personal finance videos circulating online, debunking misleading claims about 401(k) loans, day trading, real estate schemes, whole life insurance, and side hustles. Stay tuned through the end to watch as we count down to the craziest video we found.. The episode serves as a reminder to be wary of social media “g…

1
How to Make Money in a Market Crash 31:45

3M ago31:45

31:45

Mike J. wrote us and asked: "We sold about $70k in pretax assets at the peak. How would you recommend we buy back in? Dollar Cost Average? Or wait for a low point?" We quick off this Q&A answering his question, including the Goldilocks Rule to DCA! Then stick around as we answer more of YOUR financial questions. Jump start your journey with our FRE…

1
Smart Money Moves: Life Insurance, Emergency Funds, and The Rule of 55 31:54

3M ago31:54

31:54

We're back with answering YOUR questions and you gave us some good ones. Brian and Bo break down affordable life insurance strategies for high earners with health challenges, how to prioritize saving when adopting a child, and what to do with multiple retirement plans like 401(a), 403(b), and 457s. You'll also learn how the Rule of 55 really works …

1
How to Turn Your Finances Around in 6 Months 43:27

3M ago43:27

43:27

Brian and Bo unveil a powerful six-month plan to help you turn your financial life around - no matter where you're starting from. Whether you're overwhelmed or just want to fine-tune your money habits, they break down actionable steps month-by-month, from getting organized and setting goals to budgeting, building margin, and making your money work …

1
84% of Americans Say THIS is the Key to Success (But They're Wrong!) 33:18

3M ago33:18

33:18

A recent survey from Empower asked, "What has the biggest impact on achieving financial success?" Some choices include: Hard Work, Talent, Who You Know, Luck & Circumstance, or Putting Money Away for Retirement. We go over the most popular answer and give our take. Then we answer a few of your questions! Jump start your journey with our FREE financ…

1
We Catch MAJOR Pitfalls in This Doctor's DIY Portfolio | Making a Millionaire 1:37:59

3M ago1:37:59

1:37:59

Chuck and Margo have a BIG shovel. But getting through medical school gave Chuck some BIG blind spots. We want to show them a better way to do money, and set them up for a life of abundance. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Su…

1
Beginner’s Guide To Investing (2025 Edition) 46:45

3M ago46:45

46:45

The comprehensive guide to investing that breaks down the essentials for beginners, covering everything from the basics of stock market investing to tax-efficient strategies. Whether you're worried about not having enough money to start or feeling overwhelmed by investment choices, this episode provides clear, actionable steps to help you build las…

1
What The Tariffs Mean For Your 401(k) 1:01:53

3M ago1:01:53

1:01:53

We're diving into market volatility and what it means for your financial future. With the S&P 500 down over 15% from its all-time high and new tariffs making headlines, we'll break down: How these changes might affect your 401(k) Smart diversification strategies beyond the S&P 500 Why your investment glide path matters now more than ever Don't let …

1
I Save, They Spend - What Do We Do? 57:54

3M ago57:54

57:54

A tale as old as time: a saver and a spender end up together. What is the solution? We can't promise to solve your relationship problems, but we can promise we'll try to answer your financial questions! After answering that question, we dive deep into others including someone new to the FOO, a situation built for emergency reserves, and a HUGE inhe…

1
How to Lose $5M in 5 Days (and How to Avoid It) 36:17

3M ago36:17

36:17

Through the story of twin sisters Polly and Molly, we demonstrate how 5 everyday financial decisions made in just 5 days can lead to a staggering $5 million difference in wealth over 30 years. We break down crucial choices about housing, retirement accounts, car purchases, and investment strategies that everyone faces in their financial journey. Th…

1
Are We On The Brink of a Recession? (What You Need To Know) 1:06:19

3M ago1:06:19

1:06:19

A particular headline perfectly captures the reason behind recent fears: "Goldman Raises Odds of US Recession to 35%" With all of this noise, fear is completely normal. So what should you do about it? Watch us answer this question and more in this week's edition of Ask Money Guy! Jump start your journey with our FREE financial resources Reach your …

1
Blind Spots Could Shatter This Financial Fairy Tale | Making a Millionaire 1:14:21

4M ago1:14:21

1:14:21

Derek & McKenna have a fairytale romance. But is their sense of security merely a myth? We uncover BIG blind spots that could turn their dream life into a nightmare. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for ea…

1
Financial Advisors React to Money YouTubers 21:12

4M ago21:12

21:12

We often react to some of the worst financial advice on YouTube, but this one is a little different! We found the BEST financial advice we could on YouTube and give our take on these tips. From Ramit Sethi to Scott Galloway to Tori Dunlap, we've got a react full of great tips! Don't miss the first video, which includes a special shoutout to our con…

1
Are You In Trouble (With the IRS)? 1:02:19

4M ago1:02:19

1:02:19

You DO NOT want to mess with the IRS. As Tax Day draws near, tax planning questions are filling our inbox. We're kicking off this livestream that gets into some finer details that might apply to you and your unique situation! After that, we answer more of your financial questions. We end with a spicy question about how to handle a new relationship …

1
When Do You Need to Change Your Savings Rate? 29:12

4M ago29:12

29:12

We start with a question from Brit: "If you are starting in your mid 30s, does the 25% rule still apply?" Then we answer more of your questions while hearing about Brian's dream content team outing and a slip-up that almost required our first on-air bleep. Jump start your journey with our FREE financial resources Reach your goals faster with our pr…

1
How to Buy Back Your Time 32:12

4M ago32:12

32:12

True financial independence isn’t just about money—it’s about owning your time. In this episode, we break down how to value time (both today and in the future), the impact of the Time Value of Money, and how investing wisely can buy you years of financial freedom at a massive discount. Learn how a 25% savings rate can transform your financial futur…