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Category: Financial Planning

501 results found
article

The Power of High-Yield Savings Accounts!

Updated: March 17, 2025

Uncover the hidden treasure of high-yield savings accounts and unlock a world of financial opportunity. Delve into the staggering disparity…

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article

Can I Prepay a 3.65% Rental Mortgage If I’m Investing 25%?

Updated: March 17, 2025

In this highlight, Brian and Bo discuss paying off your mortgage, investing, and assets. Want to know what to do…

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article

When Does Prioritizing College Savings Outweigh Investing?

Updated: March 17, 2025

In this highlight, Brian and Bo talk about if you should save for your kid’s college or keep maxing out…

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article

Buying a Tesla: Is Cash Required or Can I Break the Rule?

Updated: March 17, 2025

In this highlight, Brian and Bo talk about what qualifies as a luxury car, expand on the rules, and treating…

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episode

3 Easy Ways to Find Money (Up to $2,602!)

Updated: April 1, 2025

No matter how much money you make, you could probably use some extra money each month to spend or invest.…

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article

Should You Adjust Your Savings Rate for Roth Investments?

Updated: March 17, 2025

In this highlight, Bo and Brian talk about adjusting your savings rate for your Roth Investments. Want to know what…

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article

When Is a Low Interest Rate Worth It for Buying a New Car?

Updated: March 17, 2025

In this highlight, Brian and Bo talk about when a low interest rate is worth it for buying a new…

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faq

Do I Need a Will? What is the Best Way to Get One?

Yes, you probably need a will. It’s an essential component of a solid financial plan. Estate planning is an essential…

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faq

Any Advice on How to Teach my Kids About Smart Financial Planning?

It’s never too early to start teaching kids how to make the most of their financial future. As parents, we…

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faq

How Do I Calculate Income Tax?

Here’s what to consider when calculating income tax. The amount of income tax you owe depends on your income, where…

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