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Category: Financial Planning

504 results found
episode

3 Phases of Wealth Building by Age (Where Are You?)

Updated: June 10, 2025

What should you focus on in your 20s vs. your 50s? We break down the three phases of wealth and…

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episode

We HATE This New Money Trend…

Updated: June 17, 2025

Buy Now, Pay Later may seem harmless, but we reveal how it's silently eroding financial discipline, damaging credit scores, and…

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episode

Financial Advisors React To Money YouTubers (Part 2)

Updated: June 10, 2025

We're reacting to financial advice from some of our favorite YouTubers. From the magic of Roth IRAs to the power…

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episode

The Tools to Wealth-Building (Do This to Be Rich)

Updated: June 10, 2025

Think wealth building is complicated? Think again. This episode reveals the simple yet powerful formula of discipline, money, and time…

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episode

What You Need to Know About the New Tax Bill

Updated: June 10, 2025

We unpack the biggest proposed changes to tax laws - from standard deduction updates to child tax credit increases -…

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episode

Young Couple Is Saving for Their Future Family Over Themselves

Updated: June 10, 2025

Daniel and Lindsay, 25, already own a rental property and are planning for family life. We help them (and you)…

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episode

Financial Advisors Rank the Most Popular Investment Portfolios

Updated: June 6, 2025

Do you think you're smarter than the average investor? This episode breaks down the real numbers behind investor performance, critiques…

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episode

How Much Home Can You ACTUALLY Afford in 2025 (By Salary)

Updated: June 6, 2025

Can you actually afford a home in today’s market? We walk through income vs. affordability data, explain our proven home…

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episode

Financial Advisors React to BONKERS Financial Advice

Updated: June 6, 2025

We dive into the internet’s most chaotic financial “wisdom,” debunking bad advice and revealing the smarter path to financial independence.

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episode

7 Cash Flow Milestones Worth Celebrating (2025 Edition)

Updated: May 30, 2025

Think you're behind in your financial journey? You might be closer than you think. We reveal seven milestones that show…

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