What Is The Magic Number Where Money Will Finally Make You Happy?
2026-06-03 · 66 min · 9 entities
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Feed author/publisher: Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
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hosted by Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors company0.40
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Feed author/publisher: Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
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Episode description as stored
What's the magic number for happiness? We walk through what the data says and share our take on what will make you happier at every stage of your wealth-building journey. Plus, we answer your questions! From planning earlier retirements and navigating the Roth IRA pro-rata rule to combining finances after marriage and UTMAs, we share how you can maximize your army of dollar bills - with a few tangents and tumblers along the way.
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