You Won’t Be Happy Until You Have $X…

According to a study by Empower, 51% of Americans say money can buy happiness, and the average American believes they need to earn $284,000 a year to get there. Financial Advisors, Brian Preston and Bo Hanson, walk through what the research says and their take on what will make you happier at every stage of your wealth-building journey.

Then 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.

TIMESTAMPS
0:00 You Won't Be Happy Until You Have…
4:23 What Actually Makes You Happy?
11:06 Three Steps to Get Started
15:43 Q&A: Home Addition with No Mortgage
24:51 Q&A: All Money in Retirement Accounts, Want to Retire at 55
28:13 Updates from the Moneyverse
30:09 Q&A: Combining Finances After Marriage
35:40 It Does Not Depend Rapid Fire Segment
47:24 Maybe It Does Depend Segment
53:55 Q&A: Inherited IRA and the Pro-Rata Rule
56:47 Q&A: Moving to a Cash Management Plan

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🎓 Brian Preston (CFP®, CPA) and Bo Hanson (CFA®, CFP®) share professional insights to help you own your financial future.

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