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Category: Financial Planning

507 results found
article

How to Consider Rental Income When Determining Your Retirement Goal

Updated: March 17, 2025

In this highlight, we discuss how you should approach rental income when determining your retirement goals. Do you want to…

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episode

Is Inflation Really Ruining Your Finances? (You Won’t Like the Answer)

Updated: April 1, 2025

Inflation has changed our daily living expenses dramatically over the last few years. While we can’t control all of our…

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article

What’s the Best Way to Build Up Cash Reserves?

Updated: March 17, 2025

In this highlight, we discuss the best way to build cash reserves and what you should keep in mind when…

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article

Average Debt Amount For a 50 Year Old and Beyond (2023)

Updated: March 17, 2025

You should be completely debt-free by the time you reach retirement, but sadly many older Americans have a significant amount…

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article

Not Eligible for an HSA or a Roth IRA – What’s the Next Step?

Updated: March 17, 2025

In this highlight, we discuss what you should do if you are not eligible for an HSA or a Roth…

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article

How Frequently Should You Rebalance Your Portfolio?

Updated: March 17, 2025

In this highlight, we discuss what factors you should consider when rebalancing your portfolio and how to know when it…

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article

How Can We Afford a New Home With These High Interest Rates? #trending

Updated: March 17, 2025

In this highlight, we discuss how you can afford a home with high interest rates and what guidelines you should…

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article

Average Debt Amount For a 20 Year Old (2023)

Updated: March 17, 2025

The 20s are your most powerful for compounding interest, but can be the most dangerous for the compounding interest of…

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article

Will George Kamel Ever Stop Being Frugal?

Updated: May 15, 2025

In this highlight, we discuss if George will stay frugal or graduate beyond being a “tightwad.” Want to know what…

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article

Where Does Estate Planning Fall In The Financial Order of Operations?

Updated: March 17, 2025

In this highlight, we discuss where to factor in estate planning in the Financial Order of Operations. Want to know…

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