logo
episode-header-image
Feb 2024
28m 23s

The Truth About Retirement Success (Stoc...

BRIAN PRESTON AND BO HANSON
About this episode

Let's talk about stocks vs. diversification - how do you utilize investing methods for retirement success?

We'll walk you through that question and more in today's Q&A episode!

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

Up next
Yesterday
This Will Change How You See MONEY…
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. P ... Show More
1h 2m
Jul 7
Her Finances Need a TOTAL Reset… | Making a Millionaire
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 ... Show More
1h 10m
Jul 4
How To Build a Financial Plan (By Age)
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 ... Show More
38m 13s
Recommended Episodes
Feb 2024
The Finance Expert: Simple 6 Step WEALTH Formula ANYONE Can Use To Become a MILLIONAIRE! | Jaspreet Singh
Today, finance expert Jaspreet Singh dives into the world of financial responsibility, mindset shifts for wealth building, and the art of savvy investing. Lewis and Jaspreet unpack complex financial concepts using everyday language and relatable personal examples. From the import ... Show More
58m 5s
Jun 2024
What we're buying in FY25 | Financial Check-up
Our financial check-up continues, as we get closer to the end of the financial year. Last episode we looked back, and in this episode we're looking forward into the next year.It's important that your investing strategy matches your investing goals, and in today's episode we unpac ... Show More
24m 51s
May 2024
526: Personal Finance for Beginners: Bank Accounts, Real Estate, and Retirement
Personal finance doesn’t have to be complicated. Saving, investing, and retiring early shouldn’t be a stumbling path to wealth, but many Americans feel this way. So, to clear up some of the money misconceptions, we’re doing personal finance for beginners FAQ episode, where we tak ... Show More
48m 2s
Jun 2024
The BEST AI Stocks to Invest In (Money Q&A)
In this episode of the Personal Finance Podcast, we are going to do a Money Q&A about the best AI stocks to invest in. Today we are going to answer these questions! Question 1: The BEST AI Stocks to Invest in Question 2: How to Make Sure Your Kids Don’t Blow Their Investment Mone ... Show More
29m 49s
Jun 2024
Why You Should Max out Your Employer Retirement Fund (No Matter What Country You're In)
Moby LinkThis week, Sim and Maia discuss the importance of maximising your employer retirement fund, explaining how leveraging employer matches can provide significant financial benefits. They highlight the advantages of tax-deferred growth in retirement accounts and stress the n ... Show More
25m 11s
Feb 2024
2620: Playing Financial Chess by ESI of ESI Money on Money Management & Wealth Building
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.Episode 2620:ESI from ESIMoney.com likens savvy money management to playing chess, emphasizing strategic thinking and patience in pe ... Show More
9m 19s
Jul 2024
Millionaire Diaries: How Upasna Made Her First Million through Index Funds
Welcome to Millionaire Diaries, where Sim chats with millionaires from the Girls That Invest community to uncover the secrets behind their success! Get ready to dive into their stories as they reveal how they turned their dreams into millions. From childhood influences to career ... Show More
49m 22s
Oct 2023
The Ultimate Guide to Crafting Your Financial Education Plan
In this episode of the Personal Finance Podcast, we're going to give you the ultimate guide. To crafting your financial education plan. How Andrew Can Help You: Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Lear ... Show More
37m 34s
Jun 2024
How Sim Plans to Retire by 40: The Financial Independence, Retire Early Method
Moby LinkThis week, Sim and Maia discuss Sim’s plan to retire by 40 using the FIRE (Financial Independence Retire Early) method. She explains that the FIRE method involves calculating how much money you need to live off each year and then investing that amount to generate passive ... Show More
22m 35s
May 2024
Personal Finance Strategies For Sales Professionals
On this important episode of the Sales Gravy Podcast, Jeb Blount, Jr (a.k.a JBJ) discusses personal finance for sales professionals with Ben Lex, a former B2B sales superstar turned financial advisor. Ben shares game-changing insights tailored specifically for sales professionals ... Show More
51m 29s