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Category: Financial Planning

501 results found
episode

Financial Planning 101 (By Age) 2023 Edition

Updated: June 18, 2025

Throughout every decade, there are different areas of your financial life that come in and out of focus. In this…

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How to Stay Motivated When You’re In the “Messy Middle”

Updated: March 17, 2025

How do you stay motivated when you are in the messy middle? In this highlight, Brian and Bo explain why…

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Answer These Questions BEFORE Buying a House

Updated: March 17, 2025

Buying a house is a huge financial decision and we want to make sure you are making good financial decisions.…

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Should You Be Worried About Banks Collapsing? (Here’s the Truth)

Updated: March 17, 2025

What happened at SVB and what does it mean for you and your money?

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Is it Smart to Roll Closing Costs into Your Loan?

Updated: March 17, 2025

In this highlight, Brian and Bo discuss if it is a good idea to roll over closing costs into your…

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Should You Buy a Home in 2023?

Updated: March 17, 2025

Will 2023 be a good year to purchase a home? In this highlight, Bo and Brian take a look at…

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My House Value Has Plummeted From $900,000 to $730,000! #trending

Updated: March 17, 2025

We recently received a question from a listener and they said, “my House Value Has Plummeted From $900,000 to $730,000!”…

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Who’s Right About the 2023 Housing Crash?

Updated: March 17, 2025

There are a lot of opinions about the housing market in the financial world. In this highlight, we discuss who…

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Building Generosity into Your Financial Plan: A Guide for Investors

Updated: March 17, 2025

How should you build generosity into your financial plan? In this highlight, Brian and Bo explain how you should approach…

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Portfolio Rebalancing 101: How to Do It Right

Updated: March 17, 2025

Have you ever wondered what rebalancing is and why we do it? In this highlight, we explain what rebalancing is…

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