Episodes: 1336
Frequency: Multiple_weekly
Rating: 4.7/5.0
Estimated listeners: 10k-100k
Gender skew: Unknown
Location: USA
YouTube: 688.0k subscribers
Instagram: 143.0k followers
Publicly listed emails
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Brian Preston - Financial advisor and co-host focused on retirement planning, investing, and practical wealth-building strategies.
Bo Hanson - Financial advisor and co-host focused on investing, retirement planning, and long-term wealth building.
Wes Moss - Retirement Happiness, Financial Planning, Health, Relationships, Purpose, And The Factors Associated With A Fulfilling Retirement.
Financial Advisors Debunk TikTok Money Advice
September 07, 2026
Start a free trial, and get 50% off your first year of Monarch Core Tier with code MONEYGUY at https://bit.ly/monarch-moneyguy Is TikTok money advice actually helping you build wealth—or encouraging costly investing mistakes? Financial advisors Brian and Bo react to viral personal finance advice about saving money, emergency funds, Roth IRAs, index funds, stock picking, taxes, entrepreneurship, and financial independence. From investing $50 a week to claims of turning $2,500 into $100,000, t...
How To Be Wealthy By Age
September 04, 2026
How much money should you have saved by your 20s, 30s, 40s, and 50s? Brian and Bo break down net worth by age, retirement savings benchmarks, investing goals, and wealth-building strategies for your 20s, 30s, 40s, and 50s. See how your finances compare, what net worth targets to aim for, and how priorities like emergency savings, investing 25%, buying a home, tax optimization, catch-up contributions, and retirement planning change over time. Whether you’re wondering how much should I have sav...
The Rules of Retirement Have Changed (Here’s How To Prepare)
September 02, 2026
Retirement planning may need a major rethink as longer lifespans and earlier retirement stretch what was once a standard 30-year retirement into 40 years or more. Rebie and Bo explain how longevity risk, inflation, bear markets, healthcare expenses, required minimum distributions, Social Security taxes, Medicare IRMAA surcharges, and the widow’s tax can affect your retirement income. Plus, learn how tax diversification, the three-bucket strategy, HSA investing, and strategic Roth conversi...
Publicly listed emails
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