DiscoverFinancial ResidencyGrand Rounds - Financial order of operations with Brian Preston, CFP
Grand Rounds - Financial order of operations with Brian Preston, CFP

Grand Rounds - Financial order of operations with Brian Preston, CFP

Update: 2024-06-10
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This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com.

Where do you start when trying to build wealth? Do you pay off the mountains of debt accumulated through medical school? Do you invest for retirement? What about saving to put the kids through school? 

Brian Preston, podcast host of The Money Guy Show, joins us today to talk about his Financial Order of Operations. He recommends systematically working through these 9 steps to secure your financial future.

Brian also talks about his new book called "Millionaire Mission" that just came out on 5/28/24. You can get more free resources for wealth management and learn more about his book at www.MoneyGuy.com

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Grand Rounds - Financial order of operations with Brian Preston, CFP

Grand Rounds - Financial order of operations with Brian Preston, CFP

Dr. Tammy Crouse and Brian Preston, CFP