Skip to site content

Category: Retirement

129 results found
episode

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),…

View Post

article

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…

View Post

article

Roth 401(k) vs. Roth IRA: What’s the Difference?

With RMDs going away for 401(k) Roths, is there any difference between Roth IRA and 401K Roth contributions? In this…

View Post

article

Financial Planning 101 For 50 Year Olds

In this highlight, Brian and Bo break down what you should focus on financially in your fifties. Check out the…

View Post

article

How Much Do I Need To Retire?

It’s a question anyone that’s serious about investing for retirement has asked themselves a thousand times: how much do I…

View Post

article

Is It Time to Open a Brokerage Account for Your Investments?

Is there a good reason to contribute to a brokerage account? In this highlight, we discuss when it makes sense…

View Post

article

Should I Invest 15% Like Dave Ramsey Recommends? (I Have a Pension)

How much should you be saving for retirement and should you still strive to save 25% if you have a…

View Post

episode

Don’t Make This HUGE 401(k) Mistake!

Americans are making a HUGE mistake in their 401(k) that could cost them thousands by retirement. We’ll talk about why…

View Post

article

What You Need to Know About Target Date Retirement Funds

In this highlight, we discuss what you need to know about target date retirement funds.

View Post

article

When Should I Roll Over an Old 401(k) From a Previous Job?

In this highlight, we discuss when you should rollover an old 401(k) from a previous job.

View Post