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FYI by FTE

Daniel, or “FTE Daniel” as he is often affectionately referred to, is an integral part of Money Guy content. FYI by FTE allows him to cover more in-depth topics, like the nuances of choosing to contribute to pre-tax or Roth accounts or a deep dive into the FAFSA formula.

life insurance

The Truth About Permanent Life Insurance

Is a permanent life insurance policy a good investment for retirement? It’s a question we are often asked on our Tuesday livestream. There is no shortage of people wondering if a permanent life insurance policy could offer tax benefits in retirement and provide for...

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ai

How Artificial Intelligence Will Change Personal Finance

The biggest technology companies in the U.S. are in an arms race to see who can capture the fast-developing sector of artificial intelligence. You may have tried out AI tools like ChatGPT that generates text or DALL·E, which generates images. If you haven’t tried...

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saving

Everything You Need To Know About the SECURE Act 2.0

The SECURE Act 2.0 was recently signed into law as part of a spending package passed late last year that included aid for Ukraine, military spending, and banning TikTok on government devices, among many other changes. The portion of the legislation we will cover...

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health insurance

Does It Always Make Sense To Utilize an HSA?

Health Savings Accounts, or HSAs, are extremely powerful savings and investment vehicles for medical expenses and retirement. They are right up there with Roth IRAs in our Financial Order of Operations - and might even be a bit better. HSA contributions are...

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markets

How to Make Money When Markets Are Flat

Investing when the market is going down doesn’t feel good. In periods when the market is steadily declining, you probably don’t look forward to logging into your investment accounts. It just isn’t fun to feel like your contributions aren’t working for you (and that...

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Most Recent Episodes

How to Recover From 4 HORRIBLE Financial Mistakes!

In our nearly four decades of combined experience managing money, we’ve seen some horrible financial mistakes - here are the four worst we’ve seen first-hand and what you can do to avoid making a similar mistake. In this episode, you’ll learn: The worst financial...

Why Americans Are Actually Broke! (2023 Edition)

Americans might be bad with money, but you don’t have to be. In this episode, we discuss the underlying reason why Americans are so bad with money and how you can do it better. In this episode, you’ll learn: Common financial pitfalls you should avoid Practical steps...

Build Wealth With the 3 Bucket Strategy! (By Age) 2023 Edition

We believe there are three distinct taxable buckets you have the option of investing in for retirement. We’ll talk about how to balance those buckets by age and show a case study by age that shows what your buckets may look like! In this episode, you’ll learn: The...

Debt Ceiling Crisis: World’s Financial System at Risk?

Should you be worried about the debt ceiling crisis? Although political leaders have so far been unable to come to an agreement, we'll tell you what history says will happen and what it means for your finances. For more information, check out our free resources...

Financial Advisors React to INSANE Money Advice on TikTok!

Is financial advice on TikTok all bad or is there some good advice out there? Check out our brand new TikTok react show where Brian and Bo give their honest reactions to trending financial advice. Enjoy the Show? Sign up for the Financial Order of Operation (FOO)...

How to Save Thousands of Dollars in Taxes in 2024

Tax season is over for most of us, but that doesn’t mean it’s time to stop thinking about your taxes! Planning out your tax strategy in advance can save you time and money on your taxes. In this Q&A, we’ll discuss the line items on your return to pay attention to...

Average 401(k) Balance by Age (2023 Edition)

Are you doing better than the average American at saving in your 401(k)? We'll talk about basics of a 401(k), including new limits, employer matches, and vesting schedules, how many millionaires are created by 401(k)s, and of course the average 401(k) balance by age....

TikTok Products That Are Actually Worth the Money!

TikTok has become not only a popular social media platform, but a popular place to find trending new products. Are any of them actually worth it? Let’s find out!   For more information on how to make the most out of your financial life, check out our free...

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 millionaires fall into, shock-and-awe stats, and how you can handle your money even better than a millionaire. In this episode, you’ll learn:...