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Category: Financial Planning

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How to Win Financially in the Messy Middle!

The Messy Middle is what we call that period in-between high school or college and middle age. It’s when your…

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We Earn $490,000 a Year! Should We Stop Taking Free Food From Work?

We earn half a million dollars a year in our 20s, are worth over one million, and invest over 50%…

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What’s the Best Account to Save for Your Kid’s College?

When it comes to saving for your children, what should you think about when deciding between a taxable brokerage account…

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The Difference Between Tactical Asset Allocation and Market Timing

Timing the market can be a dangerous game to play. What about making larger adjustments to your portfolio based on…

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Is Using a 0% Financing Option Okay for Home Improvement?

If you have the option to finance, for example, a home repair at 0% interest, should you? Even if you…

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What Should We Do If My Spouse Is on a Different Financial Step?

How do you deal with your spouse being at a different step of the Financial Order of Operations than you?…

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Financial Advisors React w/ Caleb Hammer to OUTRAGEOUS Financial Audits!

You all loved our Caleb Hammer reactions SO MUCH that we thought, “What could be better than reacting to Caleb…

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How to Optimize the Hyper Accumulation Step in the Financial Order of Operations!

If you have are a middle income American and are able to max out your Roth IRA, HSA, and 401(k),…

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How to Get the Best Deal on Your Next Car Purchase!

What is the best way to buy a new or used car? Learn the Money Guy Tips to get the…

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Do I Need to Invest $22,500 to Max Out Retirement as a Low Earner?

If you are not a high earner and are unable to maximize your 401(k), are you ever able to complete…

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