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How to Build a Financial Plan By Age artwork
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How to Build a Financial Plan By Age

Money Guy Show by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

May 8, 202640:03Business

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...

About This Episode

How to Build a Financial Plan By Age is an episode from Money Guy Show by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors. How should your financial plan evolve as you age? The Financial Order of Operati...

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Episode Details

Published May 8, 2026, 40:03 long, audio available.

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