Uploaded June 2026 | Updated September 2026, 2 weeks ago
Use code MONEYGUY at Monarch.com to get your first year half off at just $50: bit.ly/monarch-moneyguy
Timestamps
0:00 Why Americans Are Broke
0:32 Reason 1: We Don't Know What We Don't Know
9:08 How to Fix the Knowledge Gap
10:47 Sponsor: Monarch
12:11 Reason 2: We Do Things We Shouldn't Do
18:16 Guard Rails for Big Purchases: 20/3/8 and 3/5/25
23:33 Reason 3: We Don't Do the Things We Should Do
27:25 How to Turn It Around: Make a Plan and Automate
🔗 Financial Order of Operations → moneyguy.com/guide/foo
🔗 20/3/8 Car Buying Rule → moneyguy.com/guide/20-3-8-rule
🔗 How Much Should You Save? → moneyguy.com/resource/how-much-to-save
🔗 Work With Us → moneyguy.com/become-a-client
🎓 Brian Preston (CFP®, CPA) and Bo Hanson (CFA®, CFP®) share professional insights to help you own your financial future.
Jump start your journey with our FREE financial resources: moneyguy.com/resources
Subscribe on YouTube for early access and go beyond the podcast: youtube.com/c/MoneyGuyShow?sub_confirmation=1
Connect with us on social media for more content: moneyguy.com/link-in-bio
Take the relationship to the next level and become a client: moneyguy.com/become-a-client
#WealthBuilding #PersonalFinance2026 #RetirementPlanning #FinancialFreedom
Use code MONEYGUY at Monarch.com to get your first year half off at just $50: bit.ly/monarch-moneyguy
Timestamps
0:00 Why Americans Are Broke
0:32 Reason 1: We Don't Know What We Don't Know
9:08 How to Fix the Knowledge Gap
10:47 Sponsor: Monarch
12:11 Reason 2: We Do Things We Shouldn't Do
18:16 Guard Rails for Big Purchases: 20/3/8 and 3/5/25
23:33 Reason 3: We Don't Do the Things We Should Do
27:25 How to Turn It Around: Make a Plan and Automate
🔗 Financial Order of Operations → moneyguy.com/guide/foo
🔗 20/3/8 Car Buying Rule → moneyguy.com/guide/20-3-8-rule
🔗 How Much Should You Save? → moneyguy.com/resource/how-much-to-save
🔗 Work With Us → moneyguy.com/become-a-client
🎓 Brian Preston (CFP®, CPA) and Bo Hanson (CFA®, CFP®) share professional insights to help you own your financial future.
Jump start your journey with our FREE financial resources: moneyguy.com/resources
Subscribe on YouTube for early access and go beyond the podcast: youtube.com/c/MoneyGuyShow?sub_confirmation=1
Connect with us on social media for more content: moneyguy.com/link-in-bio
Take the relationship to the next level and become a client: moneyguy.com/become-a-client
#WealthBuilding #PersonalFinance2026 #RetirementPlanning #FinancialFreedom










