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Is Aggressive Saving Derailing Their Short Term Goals? artwork
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Is Aggressive Saving Derailing Their Short Term Goals?

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

Jul 6, 202659:25Business

Joey (24) and Lia (24) are doing almost everything right: nearly $240,000 in net worth, close to $200,000 in household income, aggressive retirement investing, and a wedding on the horizon. But living in the San Francisc...

About This Episode

Is Aggressive Saving Derailing Their Short Term Goals? is an episode from Money Guy Show by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors. Joey (24) and Lia (24) are doing almost everything right: near...

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Episode Details

Published Jul 6, 2026, 59:25 long, audio available.