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Category: Financial Planning

503 results found
article

How Much Money Do You Need to Invest in Real Estate?

Updated: May 15, 2025

In this highlight, we discuss how much money you need to invest in real estate and the risks you should…

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article

Level 5 of Building Wealth! (5 Levels of Wealth)

Updated: March 17, 2025

  In this highlight, we focus on level five of the five levels of wealth. We discuss why this step…

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episode

5 Levels of Wealth AND How to Achieve Them! (2023 Edition)

Updated: May 15, 2025

We believe there are five distinct levels of wealth, but they aren’t solely dependent on income or net worth. We’ll…

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episode

Average Net Worth By Age in 2023!

Updated: April 1, 2025

It’s time for one of our most anticipated shows of the year: our annual Net Worth By Age show! In…

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episode

Top 4 Money Mistakes People Make During the Holidays!

Updated: April 1, 2025

There’s a reason why financial resolutions are always near the top of the list in January – many Americans spend…

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episode

Financial Advisors Share What They WISH They Knew About Money Earlier!

Updated: April 1, 2025

Have you ever felt like if you just knew this one thing about money earlier your finances would be in…

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episode

Dave Ramsey vs. The Money Guy: Which Strategy is The Best?

Updated: June 18, 2025

Dave Ramsey has an incredible legacy of helping folks get out of debt and take control of their financial lives.…

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episode

Top 4 Financial Mistakes We Saw This Year! (2022)

Updated: April 1, 2025

We saw some wild financial mistakes this year during the bear market. From making extreme changes to portfolio allocation, chasing…

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episode

Do These 4 Things with Your Finances BEFORE 2023!

Updated: April 1, 2025

There are unique financial opportunities available at the end of the year – especially this year with the market down.…

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episode

How to Win When the Financial World is Burning!

Updated: April 1, 2025

Lately it’s felt like the financial world is in chaos, with rising interest rates, a falling stock market, and high…

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