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Category: Retirement

129 results found
article

My Employer Doesn’t Offer a 401(k): What Should I Do?

In this highlight, we discuss what you should do if your employer doesn’t offer you a 401(k) plan and how…

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episode

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…

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article

Build Wealth With the 3 Bucket Strategy In Your 40s! (2023 Edition)

The 40s is the first time you might not feel broke – and your accounts have had decades to grow,…

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faq

What Can I Do Now To Prepare For A Successful And Fulfilling Retirement?

A successful retirement plan considers both the financial and personal aspects of your life! A successful retirement plan is not…

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faq

How Much Should I Be Saving For Retirement?

You should be saving 20-25% of your gross income toward retirement. Keep in mind, the more time your money has…

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article

Include Your Employer’s Pension Contribution in Your 25% Savings Goal?

Should you count your pension contributions towards your savings rate? In this highlight, we discuss what you should count in…

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article

Max Out 401(k) or Make After-Tax Contributions? (We Invest 25%)

In this highlight, we discuss when it makes sense to start making after-tax contributions before maxing out your 401(k). If…

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article

Best Way to Invest $100,000? (Lump Sum or Dollar Cost Average?)

In this highlight, we discuss what you should consider when deciding between using a lump-sum or dollar cost averaging to…

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article

Average 401(k) Balance For a 40 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for a 20 year old and what you need…

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article

Average 401(k) Balance For a 30 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for a 30 year old and what you need…

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