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Category: Financial Planning

507 results found
article

Follow These Rules If You Want to Win Financially in the Messy Middle

Updated: November 9, 2023

Our Money Guy rules are designed to give you the flexibility and freedom you need without derailing your finances. Especially…

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article

How to Prioritize Your Time in the Messy Middle

Updated: March 17, 2025

Time is one of your most valuable resources, especially in the messy middle. How you allocate your time between your…

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article

How to Win Financially in the Messy Middle!

Updated: November 3, 2023

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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article

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

Updated: March 17, 2025

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

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article

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

Updated: March 17, 2025

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

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article

The Difference Between Tactical Asset Allocation and Market Timing

Updated: March 17, 2025

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

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article

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

Updated: March 17, 2025

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

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article

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

Updated: March 17, 2025

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

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episode

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

Updated: April 1, 2025

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

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