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Category: Financial Planning

502 results found
episode

Are You Richer Than Your Friends? (This Data Might Surprise You!)

Updated: April 1, 2025

How much money do Americans actually make? You’ll be surprised to find out how much your neighbors make every year…

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article

The Case For Lump-Sum Investing (The Superior Way to Invest?)

Updated: March 17, 2025

Is lump sum investing better than dollar cost averaging? Check out our case study where we show a real-world example…

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article

Is Having No Roth Assets Going to Hurt Us If We Retire Early?

Updated: March 17, 2025

Is it a wise decision to retire early if you don’t have any Roth assets? In this highlight, we discuss…

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article

I’m Investing 62% of My Income! (When Should I Slow Down?)

Updated: March 17, 2025

In this highlight, we discuss how to know when to take your foot off the gas financially and how to…

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article

My Car Payment is 10% of My Income! (What Should I Do?)

Updated: May 15, 2025

In this highlight, we discuss what you need to do in order to get your car payment under control. We…

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article

How to Manage Variable Living Expenses in a High Inflation Environment

Updated: March 17, 2025

Some variable living expenses, like what you spend on food delivery and entertainment, have gone up significantly. But the good…

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article

How to Navigate a Home Purchase in a High Inflation Environment

Updated: March 17, 2025

Home prices have gone up significantly over the last few years, but in the first quarter of 2023 home prices…

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article

How to Balance Roth and After-Tax Buckets for Early Retirement

Updated: March 17, 2025

In this highlight, we discuss how to balance Roth and after-tax buckets for early retirement and what you need to…

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article

How to Navigate a Car Purchases in a High Inflation Environment

Updated: March 17, 2025

Cars have gone up significantly in price since 2020, but recently car prices have been declining. How do you buy…

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article

How Aggressive Should Your Portfolio be in Retirement?

Updated: March 17, 2025

In this highlight, we discuss how aggressive your portfolio should be in retirement and when you can take your foot…

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