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Category: Investing

211 results found
episode

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

Updated: April 1, 2025

We believe there are three distinct taxable buckets you have the option of investing in for retirement. We’ll talk about…

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article

New Grad? Check Out The Money Guy’s Top Resources for Financial Success

Updated: November 7, 2023

With graduation season in full swing, there’s never been a better time to round-up some of our most valuable shows,…

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episode

Is NOW the Best Time to Invest in Real Estate? (With Scott Trench from BiggerPockets)

Updated: April 1, 2025

We know that home prices have increased in this country 45% since 2020, rising interest rates have caused the average…

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article

Should You Avoid Front-End Load Mutual Funds?

Updated: June 18, 2025

In this highlight, we discuss if front-end load fees are a bad thing or a good thing and how you…

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article

Is It Worth Living with Parents to Invest 50% of My Income?

Updated: June 18, 2025

Should you live with your parents in order to increase your investing? In this highlight, we discuss what you should…

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article

How Much Money Should You Contribute To Your ESPP?

Updated: June 18, 2025

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

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article

How to Build Roth Dollars With a High Income

Updated: June 20, 2025

If you are above the income limit to contribute to a Roth IRA, you’ve probably at least heard of something…

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article

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

Updated: June 18, 2025

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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article

Should I Slow Down Investing to Rebuild My Emergency Fund?

Updated: June 18, 2025

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

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article

How to Invest in a Down Market

Updated: June 20, 2025

This article was originally published in October of 2022. If you’ve been paying attention to financial markets at all this…

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