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Content provided by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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From Debt and Grief to Financial Freedom | Making a Millionaire

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Manage episode 482243097 series 1945017
Content provided by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 confidence - but to finally enjoy the life they've built.

⁠⁠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 early access and go beyond the podcast⁠⁠⁠⁠

⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠

Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1136 episodes

Artwork
iconShare
 
Manage episode 482243097 series 1945017
Content provided by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 confidence - but to finally enjoy the life they've built.

⁠⁠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 early access and go beyond the podcast⁠⁠⁠⁠

⁠⁠⁠⁠Connect with us on social media for more content⁠⁠⁠⁠

Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1136 episodes

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