Capital Investment Advisors

#28 – Wealth Creation in America and Utilizing A Financial Advisor with Brian Preston

When it comes to generating wealth, everyone wants to “get rich quick”. Little do people know, the easiest way to accomplish this is through a slow process and patience. As challenging as that sounds, no one sees the visible ups and downs of the wealth journey. Many seeking wealth only have eyes for the pot of gold at the end.

Today’s episode includes an interview with Brian Preston, a CFP, CPA, PFS, and founder of AboundWealth in Franklin, Tennessee. Brian is also the founder and host of the award-winning Money Guy Show, a podcast that has been broadcasting for over 15 years. Brian shares his top three steps toward wealth creation, three reasons for hiring a fee-only financial advisor, and the biggest blocks to avoid while creating wealth.

Disclosure: This information is provided to you as a resource for educational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular security.  Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved.  There will be periods of performance fluctuations, including periods of negative returns and periods where dividends will not be paid. Past performance is not indicative of future results when considering any investment vehicle. The mention of any specific security should not be inferred as having been successful or responsible for any investor achieving their investment goals.  Additionally, the mention of any specific security is not to infer investment success of the security or of any portfolio.  A reader may request a list of all recommendations made by Capital Investment Advisors within the immediately preceding period of one year upon written request to Capital Investment Advisors.  It is not known whether any investor holding the mentioned securities have achieved their investment goals or experienced appreciation of their portfolio. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.

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