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Category: Financial Planning

673 results found
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Debt Ceiling Crisis: Do THIS With Your Money!

As the government negotiates a debt ceiling deal, we may see some short-term volatility in the stock market. Should you…

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How to Start Building Your Credit Responsibly

Are credit cards can be used as a tool as long as you use them wisely. In this highlight, we…

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Is It Worth Paying $5,000 Towards My 14% Car Loan?

How do you know how much you should be putting down on a car? In this highlight, we discuss whether…

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Can I Break the 20% Down Rule on My Second Home If I Do THIS?

When is it okay to break the 20% down payment rule? In this highlight, we discuss what you should be…

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Why Americans Are Actually Broke! (2023 Edition)

Americans might be bad with money, but you don’t have to be. In this episode, we discuss the underlying reason…

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How to Optimize Your Glide Path

In this highlight, we discuss how to optimize your glide path and where that falls into your financial journey.

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Build Wealth With the 3 Bucket Strategy In Your 50s! (2023 Edition)

In your 50s and later, you are fine-tuning your plan for retirement. Take advantage of catch-up contributions in employer plans…

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The Truth About Permanent Life Insurance

Is a permanent life insurance policy a good investment for retirement? It’s a question we are often asked on our…

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How Often Should You Dollar-Cost Average?

In this highlight, we discuss how often you should be dollar-cost averaging and what you need to know about it.

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Build Wealth With the 3 Bucket Strategy In Your 40s! (2023 Edition)

The 40s is the first time you might not feel broke – and your accounts have had decades to grow,…

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