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Category: Financial Planning

483 results found
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.…

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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…

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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…

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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…

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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…

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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 -…

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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)…

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episode

Financial Advisors Rank the Most Popular Investment Portfolios

Do you think you're smarter than the average investor? This episode breaks down the real numbers behind investor performance, critiques…

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episode

How Much Home Can You ACTUALLY Afford in 2025 (By Salary)

Can you actually afford a home in today’s market? We walk through income vs. affordability data, explain our proven home…

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episode

Financial Advisors React to BONKERS Financial Advice

We dive into the internet’s most chaotic financial “wisdom,” debunking bad advice and revealing the smarter path to financial independence.

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