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Category: Financial Planning

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I’m on Track to Retire Early (Can I Slow Down Investing?)

How do you know when it is okay to start pulling back on your savings rate? In this highlight, Brian…

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Mega Backdoor Roth: What It Is and How It Works

Have you ever wondered what a Mega Backdoor Roth is and how it works? In this highlight, Brian and Bo…

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How to Decide Whether to Switch Jobs for a Higher Salary

If you switch jobs for a pay increase, how should you prepare for that financially? In this highlight, Brian and…

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Paying Down Your Mortgage: A Wise Use of Excess Cash?

Should you prioritize investing or paying down your mortgage? In this highlight, Brian and Bo discuss how you should approach…

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We Make $250,000 But Still Feel Guilty When We Spend Money!

How do you know when it is okay to spend money and not have “spending guilt”? In this highlight, Brian…

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A Beginner’s Guide to Budgeting

We don’t talk about budgeting as often as some other financial influencers, but it’s an essential step in your wealth-building…

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How to Decide Which Retirement Accounts to Tap Into First

When it comes to retirement accounts, it can be overwhelming deciding which one to use first. In this highlight, Brian…

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Should I Contribute to a Non-Matching 401k)?

Deciding where to invest your money doesn’t have to be complicated. In this highlight, Brian and Bo discuss how you…

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Building Wealth for Early Retirement: Investment Strategies for 20-Year-Olds

In this highlight, Brian and Bo discuss retirement strategies you should implement in your twenties for retiring early. Want to…

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Best Way to Save For an Early Retirement?

What is the best way to save for an early retirement? In this highlight, Bo and Brian discuss different options…

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