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Category: Financial Planning

502 results found
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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article

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

Updated: June 18, 2025

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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article

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

Updated: May 15, 2025

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

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article

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

Updated: March 17, 2025

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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article

What Should You Do If You Bought a Car the WRONG Way?

Updated: May 15, 2025

Not everyone buys a car the right way. What should you do if you bought a car the wrong way…

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article

How Do I Prioritize Kids’ College vs. Retirement?

Updated: March 17, 2025

How do you balance investing for your child’s college educations vs. saving for your own retirement? Is one more important…

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article

Should I Dollar-Cost Average If I’m Close to the Roth IRA Contribution Limit?

Updated: March 17, 2025

If you don’t know whether or not you will be over the limit to contribute to a Roth IRA, should…

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