How to Build a Financial Plan By Age

How to Build a Financial Plan By Age

Author: Brian Preston and Bo Hanson May 8, 2026 Duration: 40:03
How should your financial plan evolve as you age? The Financial Order of Operations shows you what to do with your next dollar, but life insurance, estate planning, and tax strategy require a deeper framework. Financial Advisors, Brian Preston and Bo Hanson, walk through the six core areas of financial planning and reveal what to prioritize in your 20s, 30s, 40s, 50s, and beyond to build lasting wealth in 2026. This episode covers estate planning, budgeting, tax planning, and risk management across every decade of your wealth-building journey. ⁠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

Hosts Brian Preston and Bo Hanson bring a refreshingly practical and detailed approach to personal finance in Money Guy Show. This isn't about get-rich-quick schemes or dry theory; it's a deep, actionable dive into the mechanics of building lasting wealth. Each episode breaks down complex topics in investing, tax strategy, and business principles into understandable steps that listeners can actually use. You'll hear concrete examples, from optimizing retirement accounts and navigating market volatility to structuring your finances for major life events. The focus is always on making your money work efficiently for you, creating a system where your assets generate momentum. Tuning into this podcast feels like getting clear, confident advice from two knowledgeable guides who cut through the noise. The conversation is grounded in real-world application, offering a blend of education and tactical insight that helps demystify financial success. Whether you're just starting your wealth-building journey or looking to refine a sophisticated portfolio, the discussions provide a structured yet adaptable framework for making smarter decisions with your money.
Author: Language: English Episodes: 100

Money Guy Show
Podcast Episodes
Financial Advisors React to Massive Money Mistakes [not-audio_url] [/not-audio_url]

Duration: 17:51
Why go small when you can go massive? Financial Advisors, Brian Preston and Bo Hanson, react to the internet's biggest money mistakes, from Steve-O getting someone approved on a 120-month Dodge Charger to a man who cashe…
7 Cashflow Milestones Worth Celebrating (2026 Edition) [not-audio_url] [/not-audio_url]

Duration: 26:14
Use code MONEYGUY at Monarch.com to get your first year half off at just $50: https://www.monarch.com/ How do you know if you're actually winning with money before you hit seven figures in 2026? Net worth milestones can…
Everyday Investors Are Beating Fund Managers (Copy Their Strategy) [not-audio_url] [/not-audio_url]

Duration: 1:06:49
While we believe time in the market beats timing the market, recent data shows the average equity investor has underperformed the overall market by roughly 5% per year. Financial Advisors, Brian Preston and Bo Hanson, br…
The Heart of The Messy Middle | Making a Millionaire [not-audio_url] [/not-audio_url]

Duration: 1:13:26
Luke (29) and Anna (30) have a $342K net worth, but they're stuck in the messy middle with three kids under seven and completely different money philosophies. Luke tracks every dollar across dozens of budget categories w…
Buy Now Pay Later: The Data Revealed [not-audio_url] [/not-audio_url]

Duration: 1:07:10
How many Americans are actually using Buy Now, Pay Later (BNPL) services? And how much is it helping or hurting them financially? Financial Advisors, Brian Preston and Bo Hanson, ⁠⁠⁠⁠break down recent data on BNPL usage,…
Financial Advisors Correct The Internet [not-audio_url] [/not-audio_url]

Duration: 20:40
What happens when you mix internet chaos, misguided financial advice, and sports betting? We react to wild financial advice online from buying a Ferrari instead of the S&P 500 to learning how to acquire a $600,000-profit…
Was It Easier For Previous Generations To Build Wealth? [not-audio_url] [/not-audio_url]

Duration: 38:10
TikTok says it's impossible for Gen Z to get ahead, but what does the data actually show? In this episode, we analyze income levels, inflation rates, housing prices, spending patterns, and more across two generations to…
How Much Should You Save for Retirement? [not-audio_url] [/not-audio_url]

Duration: 1:03:47
Our new and improved resource: How Much Should You Save shows how much you should save at your age for your target retirement goals. We walk you through the numbers and new insights that reveal the power of time and how…
Average 401k Balance By Age (2026 Edition) [not-audio_url] [/not-audio_url]

Duration: 37:54
Have you ever wondered how much the average American has in their 401k? We've done the research and we've found the answers! Don't miss this breakdown into the data accompanied with the tips to help make sure you are ahe…