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Category: Financial Planning

501 results found
episode

Why Americans Are Actually Broke! (2023 Edition)

Updated: April 1, 2025

Americans might be bad with money, but you don’t have to be. In this episode, we discuss the underlying reason…

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Build Wealth With the 3 Bucket Strategy In Your 50s! (2023 Edition)

Updated: March 17, 2025

In your 50s and later, you are fine-tuning your plan for retirement. Take advantage of catch-up contributions in employer plans…

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The Truth About Permanent Life Insurance

Updated: June 20, 2025

Is a permanent life insurance policy a good investment for retirement? It’s a question we are often asked on our…

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How Often Should You Rebalance Your Portfolio?

Updated: March 17, 2025

How do you know if it is time for you to consider rebalancing your portfolio? In this highlight, Brian and…

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Build Wealth With the 3 Bucket Strategy In Your 20s! (2023 Edition)

Updated: March 17, 2025

Your 20s is the most exciting decade to save for retirement, especially in tax-free accounts. Start contributing to a Roth…

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Can I Buy a Luxury Car If I’m Investing Over 30% of My Income?

Updated: March 17, 2025

In this highlight, we discuss when it is okay to purchase a luxury car. For more information, check out this…

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When to Make the Jump from Full-Time Job to Self-Employment

Updated: March 17, 2025

In this highlight, we discuss what questions you should ask yourself before transitioning into self employment. Want to know what…

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Can You Stop Investing 25% of Your Income in Your 40s?

Updated: March 17, 2025

Should you stop investing 25% once you reach your 40s? In this highlight, we discuss how you should approach investing…

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How Much Cash Should You Have For Investment Opportunities?

Updated: March 17, 2025

In this highlight, we discuss the most efficient ways to save for investment opportunities. Want to know what to do…

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Do You NEED to Invest in Real Estate? w/ BiggerPockets

Updated: May 15, 2025

Is investing in real estate essentially a need? In this highlight, we discuss how to know if investing in real…

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