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Bo Hanson

Mentioned in 11 analyzed podcast episodes across 1 show

Co-host of the Money Guy Show and partner at Abound Wealth Management, offering expertise in real estate investment analysis, tax planning, and financial strategy. Holds a CFA designation and frequently provides detailed insights on topics including 401(k) optimization, Roth conversions, behavioral finance, and the financial order of operations for building wealth. Appears regularly across the Money Guy Show and Making a Millionaire podcast network to discuss practical wealth-building strategies and tax-efficient planning approaches.

Appears On

Episode Appearances

Money Guy Show

Money Guy Show · May 13, 2026

Everyday Investors Are Beating Fund Managers (Copy Their Strategy)

Co-host providing real-world client examples and tax optimization insights on wealth management

Dollar-cost averaging strategyIndex fund investing vs. active managementBehavioral finance and loss aversion
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Money Guy Show

Money Guy Show · May 8, 2026

How to Build a Financial Plan By Age

Co-host of Money Guy Show; provides insights on tax planning, estate planning, and retirement income strategies across life stages

Financial Order of Operations frameworkTarget-date index funds for retirement investingEmergency fund sizing by life stage
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Money Guy Show

Money Guy Show · May 6, 2026

Buy Now Pay Later: The Data Revealed

Co-host providing wealth-building analysis, IPO guidance, and financial advisor selection criteria

Buy Now Pay Later (BNPL) risks and behavioral spending patternsFinancial Order of Operations framework and applicationRoth vs. Traditional 401(k) contribution strategy by age and tax bracket
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Money Guy Show

Money Guy Show · Apr 27, 2026

From Broke in Their 30s to Millionaires in Their 50s | Making a Millionaire

Co-host providing financial planning insights and retirement scenario analysis

Real Estate Investment Strategy and Portfolio DiversificationSelf-Directed IRA Real Estate Investing and ComplianceDebt Payoff and Negative Net Worth Recovery
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Money Guy Show

Money Guy Show · Apr 22, 2026

Are You Making This Mistake With Your Cash?

Co-host providing financial analysis and discussing household financial planning principles

Emergency Fund Best PracticesCredit Card Debt vs. Emergency SavingsHigh-Interest Debt Prioritization
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Money Guy Show

Money Guy Show · Apr 13, 2026

They Were Burned by a Bad Financial Advisor | Making a Millionaire

Co-host providing tax optimization advice, asset allocation recommendations, and refinancing analysis

Financial Advisor Fraud Detection and PreventionBackdoor Roth IRA Contribution Rules and Income Phase-OutsAsset Allocation Glide Path Strategy for Pre-Retirement
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Money Guy Show

Money Guy Show · Mar 2, 2026

They Turned Real Estate Into Wealth, But Still Feel Stuck | Making a Millionaire

Co-host and partner at Abound Wealth Management providing real estate investment analysis and homework

Real Estate Investment Analysis and Returns on EquityHouse Hacking and Owner-Occupied Multifamily StrategyRental Property Self-Management vs. Professional Management
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Money Guy Show

Money Guy Show · Feb 27, 2026

3 Big 401(k) Updates That Could Impact Your Future

Co-host of Money Guy Show with CFA designation; provides detailed analysis of 401(k) rules and tax planning implications

401(k) Contribution Limits and Catch-Up Provisions for 2026Roth Conversions and Tax-Free Growth StrategiesHigh-Income Earner Tax Rule Changes
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Money Guy Show

Money Guy Show · Feb 20, 2026

Tax Tips To Beat The IRS By Age (Legally!)

Co-host of Money Guy Show and partner at Abound Wealth Management; provides tax planning insights and case study analysis

Tax-Free Account Optimization (Roth IRA, Roth 401k, HSA)Three Tax Buckets Strategy (Tax-Free, Tax-Deferred, After-Tax)Roth Conversion Strategies and Tax Arbitrage
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Money Guy Show

Money Guy Show · Feb 18, 2026

Vanguard Predicts Market Collapse in 2026 (Are They Right?)

Co-host of Money Guy Show; provides counterarguments and insights on tax strategy, Roth conversions, and behavioral finance principles

Market prediction accuracy and institutional forecasting reliabilityVanguard Economic and Market Outlook 2026Dot-com bubble comparison and wealth tipping points
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Money Guy Show

Money Guy Show · Feb 16, 2026

Planning for the Future When Tomorrow Isn’t Guaranteed | Making a Millionaire

Co-host of Making a Millionaire; partner at Abound Wealth Management discussing financial order of operations

Cystic Fibrosis medical management and life expectancy improvementsCFTR modulator medications and genetic condition treatment advancesPension vs. 401(k) optimization for healthcare workers
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