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Category: Financial Planning

501 results found
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I’m on Track to Retire Early (Can I Slow Down Investing?)

Updated: March 17, 2025

How do you know when it is okay to start pulling back on your savings rate? In this highlight, Brian…

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How to Decide Whether to Switch Jobs for a Higher Salary

Updated: March 17, 2025

If you switch jobs for a pay increase, how should you prepare for that financially? In this highlight, Brian and…

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We Make $250,000 But Still Feel Guilty When We Spend Money!

Updated: March 17, 2025

How do you know when it is okay to spend money and not have “spending guilt”? In this highlight, Brian…

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How to Decide Which Retirement Accounts to Tap Into First

Updated: March 17, 2025

When it comes to retirement accounts, it can be overwhelming deciding which one to use first. In this highlight, Brian…

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Should I Contribute to a Non-Matching 401k)?

Updated: March 17, 2025

Deciding where to invest your money doesn’t have to be complicated. In this highlight, Brian and Bo discuss how you…

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Building Wealth for Early Retirement: Investment Strategies for 20-Year-Olds

Updated: March 17, 2025

In this highlight, Brian and Bo discuss retirement strategies you should implement in your twenties for retiring early. Want to…

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Best Way to Save For an Early Retirement?

Updated: March 17, 2025

What is the best way to save for an early retirement? In this highlight, Bo and Brian discuss different options…

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What Happens When The Fed Stops Raising Interest Rates?

Updated: March 17, 2025

Will inflation ever get back under control? What does that mean for investing in the stock market? In this highlight,…

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Should You Hire a Financial Advisor ASAP?

Updated: March 17, 2025

Technology today has given us access to a plethora of free financial information, so how do we know when hiring…

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How to Start Giving Away Money During Your Lifetime

Updated: March 17, 2025

Giving is an important part in your financial plan, so we want to make sure you are approaching it in…

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