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Category: Financial Planning

501 results found
article

How to Make Money When Markets Are Flat

Updated: June 20, 2025

Investing when the market is going down doesn’t feel good. In periods when the market is steadily declining, you probably…

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article

Is It a Problem If You’re Not Able to Make After-Tax Contributions?

Updated: March 17, 2025

In this highlight, Brian and Bo discuss what you should do if you are unable to make after-tax contributions and…

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article

Top 10% of Americans Are Bad With Money! (Shocking Stats)

Updated: March 17, 2025

Just because someone has crossed over to the seven-figure status does not mean that they are actually astute financial decision-makers,…

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article

67% of Self-Made Millionaires Followed This Strategy!

Updated: March 17, 2025

Building wealth is not always easy, but it is surprisingly simple. In this highlight, Brian and Bo discuss what it…

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episode

The Dark Side of Being an American Millionaire! (2023 Edition)

Updated: April 1, 2025

Being a millionaire isn’t always sunshine and rainbows in 2023. In this episode, we’ll discuss some common pitfalls and traps…

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article

Why a Leadership Role May Not Guarantee Millionaire Status

Updated: March 17, 2025

In order to build your wealth, do you have to work your way up the corporate ladder? In this highlight,…

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article

The IRS Just Announced 2023 Tax Changes!

Updated: June 20, 2025

This article was originally published in November of 2022. Not everyone gets excited about annual IRS inflation adjustments, but there…

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article

When is the Right Time to Buy More Life Insurance?

Updated: May 15, 2025

When should you consider to get more life insurance? In this highlight, Brian and Bo discuss what you should be…

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article

Do You Have to Take Risks to Get Rich? (Here’s the Truth)

Updated: June 18, 2025

Is taking risks a necessity in order to build wealth? In this highlight, Brian and Bo discuss what it takes…

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article

Why Talent Alone Does Not Guarantee Millionaire Status

Updated: March 17, 2025

Does talent guarantee millionaire status? In this highlight, Bo and Brian discuss how you should maximize your earning potential and…

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