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Category: Financial Planning

501 results found
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You Could be Leaving Thousands of Dollars on the Table!

Updated: March 17, 2025

In this highlight, we discuss how to make sure you are not losing money in your retirement accounts and how…

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Shocking 401(k) Statistics That Will Blow Your Mind!

Updated: March 17, 2025

In this highlight, we discuss some shocking 401(k) statistics that you may not know about! Have you ever wondered if…

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Maximizing Your 401(k): Understanding the Different Types of Contributions

Updated: March 17, 2025

Did you know that 80 percent of 401(k) plans right now have a Roth option available, but less than 20…

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Average 401(k) Balance For a 50 and 60 Year Old (2023 Edition)

Updated: March 17, 2025

In this highlight, Bo and Brian discuss the average 401(k) balance for 50 and 60 year olds and what you…

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Average 401(k) Balance For a 20 Year Old (2023 Edition)

Updated: March 17, 2025

In this highlight, Bo and Brian discuss the average 401(k) balance for a 20 year old and what you need…

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Smart Ways to Save for College Even If Your Kids Might Not Attend

Updated: March 17, 2025

Should you bother saving for college if you are unsure your kids will even attend college? In this highlight, Brian…

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Is Using a Cash-Out Refinance to Invest a Good Idea?

Updated: March 17, 2025

Is Using a Cash-Out Refinance to Invest a Good Idea? In this highlight, Bo and Brian discuss where this falls…

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How to Handle a Sudden Financial Windfall

Updated: June 18, 2025

What is the best way to approach big financial decisions after you receive a lump sum of money? In this…

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Millionaires That Are Not Happy Struggle With THIS (Do You?)

Updated: March 17, 2025

In this highlight, Bo and Brian discuss the common struggles of millionaires and give you practical advice on how to…

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How to Insure You Are Ready For Retirement!

Updated: March 17, 2025

Do you ever wonder if you are truly prepared and ready for retirement? How can you best ensure you will…

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