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Category: Financial Planning

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Average 401(k) Balance For a 50 and 60 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for 50 and 60 year olds and what you…

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Average 401(k) Balance For a 40 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for a 20 year old and what you need…

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Average 401(k) Balance For a 30 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for a 30 year old and what you need…

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Average 401(k) Balance For a 20 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for a 20 year old and what you need…

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Smart Ways to Save for College Even If Your Kids Might Not Attend

Should you bother saving for college if you are unsure your kids will even attend college? In this highlight, Brian…

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Is Using a Cash-Out Refinance to Invest a Good Idea?

Is Using a Cash-Out Refinance to Invest a Good Idea? In this highlight, Bo and Brian discuss where this falls…

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How Much Money Should You Contribute To Your ESPP?

In this highlight, Bo and Brian explain where your employer stock purchase plan falls into the Financial Order of Operations…

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How to Handle a Sudden Financial Windfall

What is the best way to approach big financial decisions after you receive a lump sum of money? In this…

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Millionaires That Are Not Happy Struggle With THIS (Do You?)

In this highlight, Bo and Brian discuss the common struggles of millionaires and give you practical advice on how to…

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How to Insure You Are Ready For Retirement!

Do you ever wonder if you are truly prepared and ready for retirement? How can you best ensure you will…

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