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The Money Guy Show | Investing, Tax, Estate, Retirement, Insurance, Spending, Saving, and Wealth Building Advice

Brian Preston and Bo Hanson, fee-only financial planners and wealth managers, go beyond common sense as they help you make smart financial decisions. Their professional credentials, sophisticated topics, and approachable style have attracted thousands fans and made them a personal finance phenomena. Learn more about Brian and Bo, read, listen, or watch the show, follow the blog, and connect directly to go beyond common sense at www.moneyguy.com.
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The Money Guy Show | Investing, Tax, Estate, Retirement, Insurance, Spending, Saving, and Wealth Building Advice
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Now displaying: Page 1
Jun 29, 2007

A quick review of your financial health is today’s topic.  I am taking a brief break from talking about investments.  Instead I am going to load you up with planning ideas and even tools that I use to keep my financial house in order.

Estate Planning & Risk Management (I know that it is dark to talk about death or other bad events that could occur in your life, but it is important to discuss).

Wills – If you have children you must have a Will.  Otherwise, you are leaving their future in the hands of the state.  I find it hard to believe that the state would be better at determining your families future instead of you.  DON’T PLAY WITH FIRE….. GET A WILL!!!

 

For more information, visit the show notes at http://www.moneyguy.com/2007/06/the-30-minute-financial-plan

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