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Category: Financial Planning

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Why Some Millionaires Are Extremely Unhappy

Is it true that most millionaires are unhappy and unfulfilled? In this highlight, Bo and Brian go over the data…

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Is It a Problem If You’re Not Able to Make After-Tax Contributions?

In this highlight, Brian and Bo discuss what you should do if you are unable to make after-tax contributions and…

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Top 10% of Americans Are Bad With Money! (Shocking Stats)

Just because someone has crossed over to the seven-figure status does not mean that they are actually astute financial decision-makers,…

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Comprehensive vs. Liability Car Insurance: Which Should You Buy?

How do you know which auto insurance you should consider when it comes to protecting yourself? Here’s how to shop…

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Do High Earning Americans Actually Hate Their jobs?

Is it true that millionaire and generally unhappy people? In this highlight, Bo and Brian discuss if millionaire truly are…

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The 3 Bucket Strategy: How Much Should You Invest in Each Bucket?

When it comes to the three tax buckets, is there an ideal ratio of Roth, traditional, and after-tax brokerage accounts?…

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Should I Slow Down Investing to Rebuild My Emergency Fund?

How should you prioritize investing over your emergency fund? In this highlight, Brian and Bo discuss what you should consider…

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67% of Self-Made Millionaires Followed This Strategy!

Building wealth is not always easy, but it is surprisingly simple. In this highlight, Brian and Bo discuss what it…

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The Dark Side of Being an American Millionaire! (2023 Edition)

Being a millionaire isn’t always sunshine and rainbows in 2023. In this episode, we’ll discuss some common pitfalls and traps…

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How to Withdraw Retirement Funds (The 3 Buckets Strategy)

How should you approach withdrawing retirement funds? In this highlight, Brian and Bo discuss the three-bucket strategy and compare it…

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