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

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How to Adapt When Your Income is Cut In Half | Making a Millionaire 41:44

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1d ago41:44

41:44

After a divorce cut her income in half, 45-year-old public defender Rachel joined us to reconfigure her financial life. Together, we unpack the low-interest mortgage she paid down, the generous giving goals she is pursuing, funding college for her kids, and a whole lot more. We talk through how a setback can reset your Financial Order of Operations…

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3 Signs Your Friends Are Secretly Broke (By Age) 34:11

5d ago34:11

34:11

Your friends might look rich on social media, but what’s really happening behind the scenes? We walk through the visual, behavioral, and mindset signs of being secretly broke (in your 20s, 30s, 40s, and 50s) and contrast them with the habits of people who are quietly building real wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE…

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Tax Updates You Can’t Afford to Miss 1:04:14

7d ago1:04:14

1:04:14

The IRS just released the 2026 tax updates and they’re full of major changes that impact your retirement accounts, your deductions, and your long-term tax planning. We break down new contribution limits for 401(k)s, IRAs, HSAs, SIMPLEs, and more, plus important updates to tax brackets, the SALT deduction, child tax credits, and upcoming rule expans…

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Financial Advisors React to Money Advice with Humphrey Yang 25:33

9d ago25:33

25:33

Viral clips make big promises...so we brought Humphrey Yang to test them. We unpack the “drop to the 12% bracket” myth, rent vs buy math, why being frugal scales (even for LeBron), the ETF overlap trap, and the market timing that works. Practical steps, zero fluff. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠…

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The Ultimate Money Rules: Simple Steps to Build Wealth Fast 33:01

12d ago33:01

33:01

We’ve gathered decades of financial experience into one powerful episode. From student loans to investing, we share our most important rules of thumb - the guardrails that keep your money decisions simple and your future secure. Learn the proven steps to take control of your finances and build real wealth, one rule at a time. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠J…

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Experts Predict MASSIVE Stock Market Drop (Should You Sell?) 1:03:56

14d ago1:03:56

1:03:56

Headlines are suggesting a market crash may be in store - should you be worried? We walk through what you can control (FOO, diversification, and dollar-cost averaging) and where you can channel all of your financial worries. Plus live Q&A on Roth timing, 15- vs 30-year mortgages (and that 50-year chatter), totaled cars, high-cost-area retirements, …

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How She Built $380k by 38 (Without a Six-Figure Job) | Making a Millionaire 38:43

16d ago38:43

38:43

Rachel, a single mom and tech writer from Colorado, joins us to ask the question so many of us wrestle with, "Am I doing enough? " Together, we unpack her incredible financial progress, explore smart saving vs. over-saving, and discuss the balance between future security and present joy. This episode will help you find clarity (and permission) to l…

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Are You Richer Than Your Friends? (2025 Edition) 47:39

19d ago47:39

47:39

Are you ahead, behind, or right where you’re supposed to be? We break down brand-new survey data (Average American vs. Financial Mutant vs. Abound client) then translate it into age-specific mile markers you can use today. Learn the behaviors that actually move the needle: savings rates, credit cards, car strategy, emergency funds, and more. ⁠⁠⁠⁠⁠⁠…

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The Median Net Worth In America Is… 1:06:13

21d ago1:06:13

1:06:13

The median net worth in America is surprising, but what does that really mean for your financial future? We break down what this number reveals about how Americans save, invest, and build wealth (and preview Friday's show which will dive deeper into these numbers). Then we answer your questions and get a shocking reveal from Brian on his new car. ⁠…

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Confronting Humphrey Yang About ‘Diary of a CEO’ | Financial Advisors React 28:32

23d ago28:32

28:32

What happens when we react with Humphrey Yang to his appearance on Diary of a CEO? We dive into the truth about crypto hype, passive vs. active investing, housing myths, and the illusion of “passive income.” Join us for honest laughs, behind-the-scenes stories, and real strategies that actually build wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journ…

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The Truth About Building Wealth in Your 30s 29:44

26d ago29:44

29:44

Your 30s are full of change (new jobs, family growth, and rising expenses) but they’re also packed with potential. We unpack the best financial strategies for navigating this “messy middle” decade, from investing wisely and building security to finding balance and avoiding regret. Learn how to grow your wealth, protect your future, and still live a…

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Americans Are Saving At An All-Time High! Are You Keeping Up? 1:01:17

28d ago1:01:17

1:01:17

Great News: savings are at an all-time high! We dive into Vanguard's How America Saves 2025 report and reveal why more Americans than ever are contributing to their 401(k)s, increasing their deferrals, and choosing Roth options. You’ll learn what’s driving the shift, how small 1% increases can have massive long-term impact, and what this means for …

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Is $2M Enough to Retire at 40? | Making a Millionaire 48:55

30d ago48:55

48:55

Emily and Kenji grew up with very little and now (at 34 and 36) they’ve built a $2M net worth and a plan to be work-optional by 40. We pressure-test their CoastFIRE math, reveal why a $1M taxable bridge can still come up short, and show how solo 401(k)s, backdoor Roth conversions, and a small savings re-mix help them reach their goals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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How to Be Wealthy in Your 20s, 30s, 40s, and 50s 37:57

1M ago37:57

37:57

Wealth isn’t just about money - it’s about time, freedom, and fulfillment. We walk you through what it really means to be wealthy in your 20s, 30s, 40s, and 50s. Learn how to build wealth, master your mindset, and create a life where you get to do what you want, when you want, with who you want. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE…

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How 595,000 People Reached MILLIONAIRE Status (And How You Can Too) 1:07:38

1M ago1:07:38

1:07:38

More than half a million new 401(k) millionaires were created this year...you can be next. We unpack why the 401(k) is still the #1 path to wealth, the psychology behind automatic investing, and how small, consistent steps can build seven-figure futures. Then we dive into Financial Mutant questions, from Roth IRAs to real estate, and shares behind-…

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Financial Advisors React to Financial Advice on YouTube! 22:18

1M ago22:18

22:18

Real money talk - student loans, $600 car payments, and the trap of “saving” without investing. We react to YouTube advice about how simple choices (Roth IRA, index funds, and automatic contributions) turn $10k into real progress, why “always be buying” beats timing the market, and how to build a wealth force field that buys time, options, and peac…

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10 Things to Do Before 2025 Ends 38:25

1M ago38:25

38:25

Don’t wait for New Year’s resolutions to take control of your money. We reveal 10 essential moves to make before 2025 ends - from maxing your employer match and crushing high-interest debt to unlocking tax-free growth and planning your abundance goals. Whether you’re optimizing your cash flow, reevaluating your net worth, or looking to reduce next …

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How Humphrey Yang Built His Wealth 1:09:34

1M ago1:09:34

1:09:34

Humphrey Yang is an amazing personal finance creator with tens of millions of followers and he joins us for a Q&A livestream! We start by learning where Humphrey's money mindset stems from...you don't want to miss his father's story. Then we answer your financial questions with Humphrey on everything from investment allocation to over-saving in you…

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This 22-Year-Old Needs a Reality Check… | Making a Millionaire 56:10

1M ago56:10

56:10

What does it really take to hit a million-dollar net worth by 30? We sit down with 22-year-old filmmaker Cyrus, who’s built an impressive foundation, but might be chasing the wrong goal (without health insurance). Together we unpack the numbers, the mindset, and the money habits that actually build long-term wealth without losing yourself in the hu…

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What Makes a Financial Mutant? The Survey Results Are In! 38:12

2M ago38:12

38:12

We break down exclusive data from 25,000+ of our listeners who shared their real financial lives - from income and net worth to mindset and money habits. Discover how Financial Mutants are outpacing the average American, avoiding debt, investing early, and building wealth with discipline and optimism. Thank YOU for filling out The 2025 Financial Mu…

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Why $250k is Halfway to $1 Million 1:06:18

2M ago1:06:18

1:06:18

No - it's not bad math. You might be closer to your goals than you think. We're using compound interest to blow your mind about your path to $1M (or any other target). Plus, we answer questions on emergency funds, Coast FI, sinking funds, and more. This special Fall Break edition of The Money Guy Show features Rebie in the big seat as co-host with …

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Financial Advisors React to GOOFY Financial Advice 18:13

2M ago18:13

18:13

Not all financial advice online is created equal. We react to some of the internet’s worst money tips, from shady down payment tricks to risky ‘never sell’ borrowing strategies. Learn what NOT to do with your money and discover the smarter, safer path to building real wealth. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠…

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Top 10 Mind-Blowing Money Stats (2025) 36:00

2M ago36:00

36:00

Money in 2025 looks different than you think. We break down 10 shocking stats (from the rise of Buy Now, Pay Later debt to why the average first-time homebuyer is nearly 40). These numbers aren’t just surprising - they hold powerful lessons for your financial future. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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How Student Loans Are Crippling Americans (& What They’re Doing About It) 1:05:50

2M ago1:05:50

1:05:50

Student loans are reshaping education and your first decade of adulthood. We share how to lower the cost of a degree (scholarships, test prep, community college, in-state networking) and build a career-first plan that actually pays off. Stay for our Q&A on 20-3-8 Rule for multiple cars, how to build the right emergency fund, the right down payment …

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The Truth About $250,000 Saved by 42 | Making a Millionaire 47:24

2M ago47:24

47:24

They didn’t start early, but they did start. In this candid conversation, we unpack how a couple in their 40s paid off debt, now saves ~30% (maxing 401(k)s, Roth IRAs, and brokerage), slashed college costs with dual enrollment, and is planning a values-first move to the Pacific Northwest. Real numbers, real trade-offs, and a roadmap you can copy. ⁠…

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Our Top 10 Home Buying Tips for 2025 43:38

2M ago43:38

43:38

Buying a home is not easy in 2025. We share practical tips to keep you grounded throughout the process. From building a dynamite team to guide you through the process to finding the right home for your future, we'll talk through everything you need to know for this massive financial decision. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financ…

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What You NEED To Know About The Fed Meeting 1:04:23

2M ago1:04:23

1:04:23

The Federal Reserve just cut interest rates, but what does that really mean for you? We break down how the decision could impact investors, homebuyers, homeowners, and savers. From stock market behavior to mortgage rates and even whether gold deserves a spot in your portfolio, we’ll show you how to focus on what you can control and avoid costly kne…

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Financial Advisors React To INSANE Dave Ramsey Calls! 20:10

2M ago20:10

20:10

That's right - we are BACK with another edition of Financial Advisors React! We're going to hear some interesting calls into Ramsey Studios - from outrageous debts to credit cards to investing. Not only will you hear our instant reactions, but you'll learn if we agree, disagree, or anything in between. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our …

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How to Master Your Money in 9 Steps 34:18

2M ago34:18

34:18

Building wealth is simple when you know what to do - and when. We walk through the Financial Order of Operations, our nine-step, next-dollar plan that takes you from covering your highest deductible to capturing the employer match, killing high-interest debt, maximizing tax-free growth, and even deciding when to pay off low-interest debt. Follow th…

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This One Expense Is Breaking People’s Retirement 1:08:51

2M ago1:08:51

1:08:51

Fidelity released their 24th annual Retiree Health Care Cost Estimate, which revealed that a 65-year-old retiring in 2025 can expect to spend an average of $172,500 in health care and medical expenses throughout retirement. We walk you through our thoughts on Fidelity's study and talk through how to financially plan for the retirement of your dream…

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This Real Estate Nightmare Could Derail Their Financial Freedom 54:12

2M ago54:12

54:12

At 27, Luke and Hannah are ahead of the curve with a $200K net worth. But after selling their first home and buying both a new house and a rental, reality hasn’t matched the passive-income brochure. We unpack their financial wins, their $100K windfall, the risks of carrying two mortgages, and how family planning fits into the picture. Learn what ha…

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Master Your Finances In 35 Minutes 37:42

2M ago37:42

37:42

Debt isn’t always the enemy, but it is chainsaw-dangerous. We walk you from beginner to mastery with the exact guardrails for cars, college, and housing, how to move from budgeting to cash-flow freedom, and the investing system that compounds for decades. You’ll learn why 25% saving works, how target-date index funds keep it simple, and how to calc…

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The Biggest Financial Problem For Americans Is... 1:10:28

3M ago1:10:28

1:10:28

What is the biggest financial problem facing Americans today? While everyone has their opinions, we're covering the latest survey data from Gallup! From housing costs to inflation to low wages, see how these problems stack up to one another and our tips to combat each. After that, we answer your financial questions! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your jour…

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Financial Advisors React To Money YouTubers (Part 4) 20:22

3M ago20:22

20:22

We're back reacting to some of our FAVORITE financial advice on YouTube. From Erin Talks Money to Humphrey Yang to the Internet's favorite dog (?), we've got a wide range of content for you (and us) to enjoy. Don't miss our take on these popular videos! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠…

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We asked 1,000 millionaires how they got rich. Here’s what they said. 36:16

3M ago36:16

36:16

We unpack what the wealthy actually do with their money - backed by our Abound Wealth client survey. You’ll learn their net worth, their education, their savings rates, and their spending habits. You might be shocked to see just how few got an inheritance to reach $1M! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠…

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Are You Beating the Average American? The 2025 Financial Mutant Survey 1:03:23

3M ago1:03:23

1:03:23

Are you doing better than the average American and should that even be the benchmark? We discuss the median American’s financial assets by age, answer real-time audience questions on Roth IRAs, emergency funds, car debt, and early retirement, and invite you to participate in our 2nd Annual Financial Mutant Survey. This is your chance to see how you…

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What It’s REALLY Like to Build Wealth in the Military | Making a Millionaire 1:09:22

3M ago1:09:22

1:09:22

Fifteen years ago, they were $35,000 in debt and struggling to make minimum payments. Today, before turning 40, they have a $4 million net worth and a path to financial independence. We uncover the mindset shifts, real estate strategies, and honest money conversations that fueled their journey. ⁠⁠⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our FREE financi…

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X% of Americans Will NEVER Retire… featuring Erin Talks Money! 37:43

3M ago37:43

37:43

Nearly 70% of Americans believe they’ll never retire, but you don’t have to be one of them. We sit down with Erin from Erin Talks Money to break down JP Morgan’s study of 5 million retirees and reveal the four key behaviors that lead to retirement success: valuing your time, staying consistent, focusing on what you can control, and remembering that…

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Can You Still Buy a Home in 2025? | Ask Money Guy 1:06:04

3M ago1:06:04

1:06:04

Mortgage rates are high, housing is expensive, and many Americans feel stuck with payments that stretch their budgets. We unpack your options: from lender rate modifications and mortgage recasting to refinancing opportunities and house hacking strategies. Plus, we share why your home should be viewed as a use asset - not your retirement plan. Then …

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Reacting to Viral Money Clips with Erin Talks Money 25:59

3M ago25:59

25:59

Brian and Bo team up with special guest Erin from Erin Talks Money for a special reaction episode. From Roth IRA debates to the “poor rich” trap, the psychology of retirement spending, renting vs. owning, and the magic of compounding, this episode unpacks the biggest money myths and lessons you need to hear. ⁠⁠⁠⁠⁠⁠⁠Jump start your journey with our …

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The Best Financial Strategies by Income, from Financial Advisors 40:43

3M ago40:43

40:43

Does wealth building look the same at $40K as it does at $300K? We walk through how to optimize your money at every income level - from stretching every dollar at $40K, to fighting lifestyle creep at $150K, to advanced strategies at $300K. Discover the mindset and math behind financial success no matter where you fall on the income ladder. ⁠⁠⁠⁠⁠⁠Ju…

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Are You Middle Class In Your State? (And Why It Doesn’t Matter) 1:00:50

3M ago1:00:50

1:00:50

What does it take to be “middle class” in your state? From Mississippi’s $49K to Maryland’s $90K, the income range might surprise you. But here’s the bigger truth: labels don’t create wealth, behaviors do. We break down the data, reveal the three key ingredients to wealth building, walk through the Financial Order of Operations, and answer your big…

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The Truth About Starting Over in Your 40s | Making a Millionaire 1:11:40

3M ago1:11:40

1:11:40

Shelby and Dustin have been married for just a year, but they’re already tackling some of life’s biggest financial challenges together. From paying off $57K in student loans to planning for retirement and college, they’re learning to align priorities, merge money habits, and make their savings work harder. This episode is packed with practical stra…

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Can You Really Become a Millionaire in 10 Years? 42:36

3M ago42:36

42:36

Tired of hearing how easy it is to become a millionaire? Us too. We examine 5 trendy get-rich-quick strategies (from hot stocks and real estate to entrepreneurship and index investing). We show what the brochures promise... and what actually happens in the real world. ⁠⁠⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠…

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BIG Changes Are Coming To Your 401(k) - What You Need To Know 1:04:35

3M ago1:04:35

1:04:35

A new executive order could open up 401(k) plans to alternative investments like private equity, real estate, and cryptocurrency. We unpack what’s really changing, the potential risks, and why more options don’t always lead to better results. Then we answer your financial questions on topics like entrepreneurship, high-interest debt, rental propert…

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Financial Advisors React featuring Graham Stephan 24:54

4M ago24:54

24:54

We welcome Graham Stephan for a high-energy round of internet money reacts. From “you can’t save your way to wealth” hot takes to high-risk crypto gambles and luxury car traps, we separate truth from clickbait. Plus, the one piece of advice Graham still gives that can make you a tax-free millionaire. ⁠⁠Jump start your journey with our FREE financia…

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Why Even High-Income Earners Still Feel Broke 33:32

4M ago33:32

33:32

Think making $150,000 a year means you're set for life? Think again. In this episode, we break down five critical mistakes high-income earners make (from lifestyle creep to chasing complex investments) and share how to build lasting wealth no matter your income level. ⁠Jump start your journey with our FREE financial resources⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Reac…

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Is $100K Enough Anymore? The Truth in 2025 1:09:07

4M ago1:09:07

1:09:07

⁠⁠⁠⁠Six figures used to mean you’d “made it.” But in 2025, many Americans feel like $100K just doesn’t go as far. We break down national survey data on what people think it takes to feel financially secure and “rich,” explore the dangerous mindset of lifestyle creep, and reveal the real formula for building wealth - regardless of your income. Then …

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From $100K in Debt to $550K Net Worth | Making a Millionaire 1:12:45

4M ago1:12:45

1:12:45

Chelsea had six figures of credit card debt. Lucas struggled with financial anxiety and underspending. Together, they built a net worth over $500K by age 30 - all while planning a wedding, tackling old money mindsets, and preparing for their future family. This episode of Making a Millionaire shows what’s possible when couples combine goals and get…

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Are You On Track to Become a Multi-Millionaire? (2025 Edition) 33:38

4M ago33:38

33:38

What does real financial progress look like? In this episode, we break down the 7 key milestones on the road to financial independence from reaching a net worth of zero, to saving your first $100K, to becoming a liquid millionaire. Whether you're just starting out or nearing retirement, these benchmarks will help you measure, motivate, and master y…