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Category: Financial Planning

501 results found
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We Don’t Make Pre-Tax Contributions (Is That Okay?)

Updated: March 17, 2025

If you have no pre-tax buckets in your accounts, is that okay? In this highlight, Brian and Bo explain if…

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How to Bridge Your Retirement Savings Gap (The Right Way)

Updated: March 17, 2025

In this highlight, Brian and Bo discuss different ways to approach pulling out contributions in retirement. Are you on track…

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How to Pick the Right Health Insurance Policy When Pregnant

Updated: March 17, 2025

In this highlight, Brian and Bo discuss some of the best health insurance options for pregnancy. Want to know what…

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How To Protect Your Finances

Updated: June 20, 2025

The majority of Americans, 63%, have been scammed online. 54% have had their social media account(s) compromised, and 49% have…

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Financial Planning 101 For 40 Year Olds

Updated: June 18, 2025

In this highlight, Brian and Bo break down what you should focus on financially in your forties. Check out the…

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Where is the Best Place to Save Money for a Long-Term Goal?

Updated: March 17, 2025

Saving money for a long-term goal and are unsure what the best way to save is? In this highlight, Brian…

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Financial Planning 101 For 30 Year Olds

Updated: March 17, 2025

In this highlight, Brian and Bo break down what you should focus on financially in your thirties. Check out the…

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Financial Planning 101 For 20 Year Olds

Updated: June 18, 2025

The financial decisions you make in your twenties are crucial to building a solid financial foundation. In this highlight, Brian…

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When Should You Start Thinking About Asset Location?

Updated: March 17, 2025

When should you worry about asset location? In this highlight, Brian and Bo discuss when it makes sense to start…

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How to Set Timely Goals With the The Net-worth Formula

Updated: March 17, 2025

Setting financial goals using your Net Worth statement doesn't have to be complicated. In this highlight, Brian and Bo discuss…

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