Skip to site content

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 three different tax buckets
  • How to balance those tax buckets

Enjoy the Show?

Where You Can Watch and Listen:

Subscribe on these platforms or wherever you listen to podcasts! Turn on notifications to keep up with our new content, including:

  • Episodes of The Money Guy Show every Friday
  • Episodes of Making a Millionaire every other Monday
  • Mini-shows every Wednesday
  • Ask Money Guy Livestreams every Tuesday
  • Tons of other fun content!
Related Content

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills! Thumbnail

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...

Wealth Multiplier By Age Thumbnail

Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

Car Buying Checklist Thumbnail

Free Resources

Car Buying Checklist

Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...

Articles

5 Creative Ways To Save More Money Thumbnail

Articles

5 Creative Ways To Save More Money

Whether your goal is to increase your investing rate or save more for big goals like buying a home, going on a nice vacation, or...

Are Index Funds Still Better Than Active Funds in 2025? Thumbnail

Articles

Are Index Funds Still Better Than Active Funds in 2025?

Over longer periods of time, index funds tend to outperform actively managed funds in most categories. Recently, total assets in index funds have surpassed the...

What To Do When the Stock Market Is Down Thumbnail

Articles

What To Do When the Stock Market Is Down

The S&P 500 is down nearly 15% from its highs earlier this year, inching closer to bear market territory. While it may not be wise...

Financial FAQs

Courses & Tools

How about more sense and more money?

Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.

Financial Order of Operations®: Maximize Your Army of Dollar Bills! Thumbnail

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...

Wealth Multiplier By Age Thumbnail

Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

Car Buying Checklist Thumbnail

Free Resources

Car Buying Checklist

Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...

Recent Episodes

It's like finding some change in the couch cushions.

Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.

Financial Advisors React to INSANE Money Clips Thumbnail

Episodes

Financial Advisors React to INSANE Money Clips

From "it's never a spending issue" to sketchy tax deductions, we react to some INSANE money clips to separate the helpful advice from mindsets that...

Millionaires Expose The Truth About Wealth Thumbnail

Episodes

Millionaires Expose The Truth About Wealth

Think wealth requires luck, a high salary, or the right family? In this episode, we bust 7 common wealth myths using data from our real...

4 Warning Signs of A Financial Disaster Thumbnail

Episodes

4 Warning Signs of A Financial Disaster

Making late mortgage payments or raiding your 401(k)? Without a consistent plan, these behaviors can slowly snowball into financial disasters. Brian reveals 4 financial warning...