Welcome to the 10th weekly episode of the Couple Money Podcast! I’m so happy that we’re here and I appreciate you joining me.
This a very special episode – we have two guests over who give their financial expertise – Brian Preston and Bo Hanson. Besides being certified financial planners at Preston & Cleveland Wealth Management, LLC , Brian is also the founder of the Money Guy Show. Along with Bo, the financial duo use their show to take complex financial topics and make it simple.
Finding the Find Financial Professional for You and Your Family
- How to find the right financial planner for your family
- Avoiding sticky situations with marriage and money
- Getting started with investing
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Want More Advice from Brian and Bo?
Brian or Bo, they are enthusiastic about helping others so if you need a financial professional to optimize your family’s finances, please reach out to them.
If you haven’t caught their show yet, please do. One of the first things that popped out at me when I caught some episodes was how easy they break down finances. Here are a few of my favorites:
- Knowing When to Go Pro: Brian and Bo cover what to look for in a financial advisor.
- Love, Marriage… and Finances: Before getting married Brian gets Bo to share some of his expectations and thoughts about merging finances.
- Marriage… An Education: As a follow up, Bo goes over money lessons learned since he got married.
Please let me know if you have any money questions you’d like me to cover or guests you’d like me to interview in future shows.
Photo Credits: Dennis Wong and the Money Guy Show