Skip to site content

Category: Financial Planning

486 results found
episode

Financial Advisors React To WILD Money Advice On YouTube

What do astrologers, naked call options, and $4,000 car payments have in common? They're all featured in this hilarious, insightful…

View Post

episode

The Real Science Behind Building Wealth

Is wealth building really that complicated? Not when you understand the science. In this episode, we reveal how your behavior,…

View Post

episode

6 Questions to Know If You’re Ready for Financial Independence

This episode explores six powerful self-reflection questions to determine your financial independence readiness. We go deep on the “why” behind…

View Post

episode

He Might Be Forced Into Early Retirement… But Can They Afford It?

After decades of smart saving, this couple thought they had time to figure out retirement. Then a layoff changed everything.…

View Post

episode

3 Phases of Wealth Building by Age (Where Are You?)

What should you focus on in your 20s vs. your 50s? We break down the three phases of wealth and…

View Post

episode

We HATE This New Money Trend…

Buy Now, Pay Later may seem harmless, but we reveal how it's silently eroding financial discipline, damaging credit scores, and…

View Post

episode

Financial Advisors React To Money YouTubers (Part 2)

We're reacting to financial advice from some of our favorite YouTubers. From the magic of Roth IRAs to the power…

View Post

episode

The Tools to Wealth-Building (Do This to Be Rich)

Think wealth building is complicated? Think again. This episode reveals the simple yet powerful formula of discipline, money, and time…

View Post

episode

What You Need to Know About the New Tax Bill

We unpack the biggest proposed changes to tax laws - from standard deduction updates to child tax credit increases -…

View Post

episode

Young Couple Is Saving for Their Future Family Over Themselves

Daniel and Lindsay, 25, already own a rental property and are planning for family life. We help them (and you)…

View Post