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Category: Financial Planning

691 results found
article

When Does Prioritizing College Savings Outweigh Investing?

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?

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!)

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

How Much Should I Invest If I Have a Pension?

In this highlight, Brian and Bo discuss how much you should be investing when you have a Pension. Check out…

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article

Should You Adjust Your Savings Rate for Roth Investments?

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?

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

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article

The Pros and Cons of Using a Roth IRA as a Bridge Account

In this highlight, Brian and Bo talk about the pros and cons of using a Roth IRA as a bridge…

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article

529 vs. Index Funds: Which Option Is Best for Your Kids?

In this highlight, Bo and Brian discuss weather a 529 or index funds is better for saving money for your…

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faq

How Much do I Need to Have Saved for Emergencies and Where Should I Keep it?

The general recommendation is 3-6 months of living expenses kept in a high-interest savings account, but it may be different…

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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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