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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?

The Money Guy Show | Investing, Tax, Estate, Retirement, Insurance, Spending, Saving, and Wealth Building Advice 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 The Money Guy Show | Investing, Tax, Estate, Retirement, Insurance, Spending, Saving, and Wealth Building Advice by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA,...

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Episode Details

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