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Category: Financial Planning

502 results found
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Which Career Fields Max Out Their Investments the Most?

Updated: March 17, 2025

As financial advisors, we’ve noticed that some career fields have a much higher income and ability to maximize their retirement…

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Should You Avoid Lifestyle Creep at All Costs?

Updated: March 17, 2025

Is lifestyle creep a natural part of getting wealthier and increasing your income or is it something that should be…

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article

Why Value Goes Beyond a Price Tag

Updated: March 17, 2025

The value you get from something isn’t just about its price tag. If you grew up broke, you might have…

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article

Why You Should Choose the Road Less Traveled…

Updated: March 17, 2025

The road less traveled might be bumpier, but sometimes it’s better to take the hard road! Forging your own path…

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How Can I Convince My Friends to Follow the Financial Order of Operations?

Updated: March 17, 2025

Investing for retirement often isn’t the “sexiest” investment you can make. Young people might get lured in by hot dots…

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How to Unleash the Rocket Fuel of Success!

Updated: March 17, 2025

Getting out of your comfort zone can be the rocket fuel of success. If you are broke, you can power…

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episode

What I Learned From Being BROKE!!! (And Why I Wouldn’t Change It)

Updated: April 1, 2025

No one disputes the fact that being broke isn’t great. We want to spread the word that no matter where…

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We Skipped a Step in the Financial Order of Operations! (Go Back?)

Updated: March 17, 2025

What should you do if you are in a later step of the Financial Order of Operations but didn’t complete…

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article

How Many Americans Are Unable to Come Up with $1,000? (Shocking Stat)

Updated: June 18, 2025

How many Americans are unable to come up with $1,000 and how many carry a credit card balance? You won’t…

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Americans Are Retiring With Only $$$,$$$ (The Number Will Shock You)

Updated: March 17, 2025

Retiring Americans don’t have much at all saved for retirement – and here’s the age most Americans reach millionaire status.…

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