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Category: Financial Planning

508 results found
episode

Financial Advisors React To Money YouTubers (Part 4)

Updated: September 8, 2025

We react to some of our favorite financial YouTubers and uncover timeless lessons for building wealth. Learn why owning multiple…

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episode

Are You Doing Better Than the Average American?

Updated: September 2, 2025

Are you ahead of the curve, behind, or measuring by the wrong standard? We share the latest data on median…

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episode

What It’s REALLY Like to Build Wealth in the Military

Updated: August 29, 2025

Fifteen years ago, they couldn’t pay their bills. Today, they’re worth $4 million. Discover how a military family combined discipline,…

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episode

X% of Americans Will NEVER Retire… (featuring Erin Talks Money)

Updated: August 27, 2025

Nearly 70% of Americans doubt they’ll ever retire. With Erin from Erin Talks Money, we unpack what JP Morgan’s study…

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episode

Financial Advisors React ft. Erin Talks Money

Updated: August 25, 2025

We are joined by Erin from Erin Talks Money to react to viral clips on Roth IRAs, compounding wealth, renting…

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episode

The Best Financial Strategies by Income, from Financial Advisors

Updated: August 20, 2025

Is building wealth only for high earners? We reveal how to thrive at $40K, $80K, $150K, and $300K incomes. Learn…

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episode

The Income A Family Needs To Be Middle Class, By State

Updated: August 19, 2025

Are you middle class? It depends on where you live and it might not matter at all. In this episode,…

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episode

The Truth About Starting Over in Your 40s

Updated: August 15, 2025

Shelby and Dustin’s first year of marriage included combining finances, paying off $57K in student loans, and planning for both…

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episode

From $0 to Millionaire in 10 Years (Is It Possible?)

Updated: August 8, 2025

Everyone wants to be a millionaire fast, but what does it actually take? This episode breaks down 5 popular wealth-building…

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episode

Why High Earners Are Actually Broke

Updated: August 8, 2025

You won’t believe how many six-figure earners feel broke. This episode unpacks the 5 most common mistakes high earners make…

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