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Category: Financial Planning

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How to Balance a Fun Life With Your Financial Goals

In this highlight, we discuss how to effectively balance your finances with your life.

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Build Wealth With the 3 Bucket Strategy In Your 30s! (2023 Edition)

You might not have a lot of extra money or time in your 30s – but contributing to retirement accounts…

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How Often Should You Rebalance Your Portfolio?

How do you know if it is time for you to consider rebalancing your portfolio? In this highlight, Brian and…

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Build Wealth With the 3 Bucket Strategy In Your 20s! (2023 Edition)

Your 20s is the most exciting decade to save for retirement, especially in tax-free accounts. Start contributing to a Roth…

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Can I Buy a Luxury Car If I’m Investing Over 30% of My Income?

In this highlight, we discuss when it is okay to purchase a luxury car. For more information, check out this…

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When to Make the Jump from Full-Time Job to Self-Employment

In this highlight, we discuss what questions you should ask yourself before transitioning into self employment. Want to know what…

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Can You Stop Investing 25% of Your Income in Your 40s?

Should you stop investing 25% once you reach your 40s? In this highlight, we discuss how you should approach investing…

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How Much Cash Should You Have For Investment Opportunities?

In this highlight, we discuss the most efficient ways to save for investment opportunities. Want to know what to do…

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Do This BEFORE Investing in Real Estate! w/ BiggerPockets

Investing in real estate needs not only mental preparation, but financial preparation as well. In this highlight, we discuss what…

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How to Choose an Online High Yield Savings Account

Right now, you have the opportunity to make some money on your cash by choosing a high yield savings account.…

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