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Category: Retirement

129 results found
article

How To Save for Retirement When You Have a Pension

How do you invest for retirement when you have a pension? Our Money Guy guidelines suggest investing 25% of your…

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article

Should I Max Out All of My Investments (50% of My Income)?

To decide whether to max out tax-advantaged accounts or invest in a taxable brokerage account, it’s essential to understand your…

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episode

The Death of Millionaire Status: How Much You Really Need to be Rich

The Millionaire Next Door came out in 1996 – $1 million back then is nearly $2 million today. Is $1…

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article

Roth vs. Traditional: Which Is Right For You?

Uncover the secrets behind maximizing your investments and navigating the perplexing world of taxes in this captivating transcript. Delve into…

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article

How Much Should I Invest If I Have a Pension?

In this highlight, Brian and Bo discuss how much you should be investing when you have a Pension. Check out…

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article

The Pros and Cons of Using a Roth IRA as a Bridge Account

In this highlight, Brian and Bo talk about the pros and cons of using a Roth IRA as a bridge…

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faq

How Should I Allocate my Portfolio When I Live Primarily on My Guaranteed Income (i.e. Social Security and Pension Income)?

Living successfully on guaranteed income could mean you have the risk capacity to allocate more of your portfolio to equities.…

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faq

How Do I Know How Much I Need to Retire?

There is no “one size fits all” approach, but knowing the right questions to ask yourself is key. When you…

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faq

I’m Part of the FIRE Movement. How Can I Tell That I’m on the Right Track Financially?

Know where you are…and where you’re going. If you want to know if you’re on the right track, you need…

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faq

Should I Contribute to Roth or Traditional/Pre-Tax (i.e. 401k, IRA, etc.)?

Deciding between Roth and pre-tax contributions typically comes down to your current tax rate and how you feel about the…

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