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
Why Some People Become Rich, But Most Don’t [not-audio_url] [/not-audio_url]

Duration: 37:23
Building wealth isn't a competition, but this episode might be! We walk you through a battle between Average Allen (based on typical American data) and Manny the Mutant (based on Money Guy Rules). We walk through 4 key f…
X% of Young Americans Expect To NEVER Retire… [not-audio_url] [/not-audio_url]

Duration: 1:05:15
According to new data from YouGov, almost 30% of Gen Z and Millennial respondents expect to never retire or don't know when they'll retire. We walk you through how we want to help change those perspectives and the steps…
3 Big 401(k) Updates That Could Impact Your Future [not-audio_url] [/not-audio_url]

Duration: 31:55
we break down the three major 401(k) changes for 2026: contribution limit adjustments, a game-changing Roth requirement, and the controversial addition of alternative investments that sounds exciting but might distract f…
Don’t Fall For These Market Trends with Austin Hankwitz [not-audio_url] [/not-audio_url]

Duration: 1:08:32
We are SO EXCITED to welcome Austin Hankwitz (content creator, entrepreneur, and investor) onto the show. You may know Austin as the co-host of the Rich Habits Podcast, the CEO of Witz Venture, or his many features (in C…
Financial Advisors React to Money Advice on TikTok & YouTube [not-audio_url] [/not-audio_url]

Duration: 20:20
The content team has been busy! We're tackling another batch of viral money content to separate financial wisdom from nonsense. Most people think extreme frugality is always admirable, but we break down why some penny-pi…
Tax Tips To Beat The IRS By Age (Legally!) [not-audio_url] [/not-audio_url]

Duration: 40:23
While tax evasion is illegal, tax avoidance is actually encouraged by our tax code. We walk you through the actionable steps you can take in every decade of your life to make sure your tax planning is optimized. From Rot…
Vanguard Predicts Market Collapse in 2026 (Are They Right?) [not-audio_url] [/not-audio_url]

Duration: 1:06:14
Vanguard released their annual Economic and Market Outlook, and this year isn't a happy report. We take a look at some of the key insights, then give you the steps you can take to protect your finances - no matter how th…
The Truth About FIRE: 5 Types of Financial Independence [not-audio_url] [/not-audio_url]

Duration: 37:52
Think all FIRE is created equal? Think again. The Financial Independence, Retire Early (FIRE) movement has evolved into many distinct strategies, from Lean FIRE to Fat FIRE. We break down the math, mindset, and general l…