Skip to site content

We believe there are three distinct taxable buckets you have the option of investing in for retirement. We’ll talk about how to balance those buckets by age and show a case study by age that shows what your buckets may look like!

In this episode, you’ll learn:

  • The three different tax buckets
  • How to balance those tax buckets

Enjoy the Show?

Where You Can Watch and Listen:

Subscribe on these platforms or wherever you listen to podcasts! Turn on notifications to keep up with our new content, including:

  • Episodes of The Money Guy Show every Friday
  • Episodes of Making a Millionaire every other Monday
  • Mini-shows every Wednesday
  • Ask Money Guy Livestreams every Tuesday
  • Tons of other fun content!
Related Content

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills! Thumbnail

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...

Wealth Multiplier By Age Thumbnail

Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

Car Buying Checklist Thumbnail

Free Resources

Car Buying Checklist

Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...

Articles

Are Index Funds Still Better Than Active Funds in 2025? Thumbnail

Articles

Are Index Funds Still Better Than Active Funds in 2025?

Over longer periods of time, index funds tend to outperform actively managed funds in most categories. Recently, total assets in index funds have surpassed the...

What To Do When the Stock Market Is Down Thumbnail

Articles

What To Do When the Stock Market Is Down

The S&P 500 is down nearly 15% from its highs earlier this year, inching closer to bear market territory. While it may not be wise...

How To Prepare for a Bear Market in 2025 Thumbnail

Articles

How To Prepare for a Bear Market in 2025

The Nasdaq stock market index is in correction territory, down over 10% from recent highs. The other major US indexes, the S&P 500 and Dow,...

Financial FAQs

Courses & Tools

How about more sense and more money?

Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.

Financial Order of Operations®: Maximize Your Army of Dollar Bills! Thumbnail

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...

Wealth Multiplier By Age Thumbnail

Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

Car Buying Checklist Thumbnail

Free Resources

Car Buying Checklist

Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...

Recent Episodes

It's like finding some change in the couch cushions.

Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.

The $1M Mistake Almost Everyone Makes in Their 30s Thumbnail

Episodes

The $1M Mistake Almost Everyone Makes in Their 30s

It's not buying an expensive car or too much house, but it can cost you $1M in retirement. Brian explains a subtle pattern of decisions...

The Playbook to Build Wealth With An Average Income Thumbnail

Episodes

The Playbook to Build Wealth With An Average Income

Do you need a six-figure salary to build lasting wealth? We walk through the median household income, share why knowing your number can change everything,...

Will Their Unique Financial Structure Hold Up? Thumbnail

Episodes

Will Their Unique Financial Structure Hold Up?

Can two people with completely different money systems build lasting wealth together without sacrificing what makes each system work? We sit down with Nathan and...