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Category: Financial Planning

504 results found
episode

The 5 Things You NEED to Know About In The One Big Beautiful Bill

Updated: July 24, 2025

The "One Big Beautiful Bill" brings sweeping tax and policy changes that could impact your wallet from deductions and student…

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episode

Should He Give Up Job Stability to Build His Dream?

Updated: July 23, 2025

At 28 Colin’s ahead with a $200K net worth, but he analyzed himself out of a job. The real question…

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episode

The Truth About Dave Ramsey’s 7 Baby Steps

Updated: July 11, 2025

Think Dave Ramsey’s Baby Steps are the gold standard? Think again. Discover how our Financial Order of Operations builds on…

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episode

This Will Change How You See MONEY…

Updated: July 11, 2025

In this episode, we unveil our powerful new (and free) compound interest calculator, answer your top money questions, and show…

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episode

Her Finances Need a TOTAL Reset…

Updated: July 1, 2025

Megan earns nearly $200,000 and saves over 60% of her income, but she’s anxious, exhausted, and unsure she’s even doing…

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episode

How To Build a Financial Plan (By Age)

Updated: June 26, 2025

Your age matters when it comes to money. Discover the perfect financial plan for each decade - from budgeting basics…

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episode

Financial Advisors React To WILD Money Advice On YouTube

Updated: June 26, 2025

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

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episode

The Real Science Behind Building Wealth

Updated: June 26, 2025

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

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episode

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

Updated: June 25, 2025

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

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episode

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

Updated: June 26, 2025

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

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