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Category: Financial Planning

692 results found
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The Amount of Money a 40-Year-Old Needs to Invest to Be Wealthy!

In your 40s, it’s crucial to take inventory of your financial situation and progress, especially if you’re aiming to reach…

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Should Every Step of the Financial Order of Operations Be Hyper Focused?

Navigating the financial order of operations involves understanding which steps require hyper-focus, such as paying off high-interest debt or building…

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How To Maximize Your Savings with High-Yield Accounts (Don’t Miss Out!)

You may not be making as much as you should on your cash! In this Q&A, we discuss the best…

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The Amount of Money a 30-Year-Old Needs to Invest to Be Wealthy!

In your 30s, you can still work towards achieving your multi-million dollar goals by staying disciplined, avoiding lifestyle creep, and…

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Are There Downsides to Skipping a Roth IRA for a Roth 401(k)?

The question is whether to prioritize maxing out the company 401K (pre-tax and Roth) to hit 25 percent or to…

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Brian Preston is featured on Millionaires in Cars Getting Coffee with George Kamel!

George Kamel is a personal finance expert and co-host of The Ramsey Show. Following Ramsey’s money plan, George went from…

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The Amount of Money a 20-Year-Old Needs to Invest to Be Wealthy!

Starting in your 20s may seem challenging, but even small contributions today can lead to a financially abundant future; discover…

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Where Does a Home Down Payment Fall in the Financial Order of Operations?

Unlocking the path to financial success: discover how to strategically approach saving for a down payment on your dream home…

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Can I Buy a New Car? (I Make $240,000 as a 25-Year-Old)

In this highlight, someone making $240,000 a year seeks guidance on affording a dream car, uncovering valuable insights about opportunity…

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What is the Best Way To Save In Your 401(k)?

In this highlight, Brian and Bo discuss the often overlooked “after-tax” option for 401k contributions, highlighting its potential as an…

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