Secret 401(k) Strategies That No One Talks About! (2022 Edition)
401(k) plans can do some amazing things that not everyone knows about. In this episode, we’ll discuss some of the best 401(k) strategies that aren’t often discussed and how they can help you in your own financial life. In this episode, you’ll learn: Secret tips and tricks that you may not know are a part […]
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Are You Letting Money Ruin Your Relationships?
Money is one of the biggest areas of conflict in a relationship, whether it’s with your employer, spouse, children, or someone else. In this episode, we’ll discuss what NOT to do with money in your relationships and how to have successful conversations about money with everyone in your life. In this episode, you’ll learn: How […]
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How I Bought This Tesla for Under $10,000!
How did Brian get a Tesla for under $10,000?! In this episode, Brian breaks down every step he took along the way to get his new Tesla Model Y for under $10,000 (and why he gave up his Model 3). You won’t want to miss this one! In this episode, you’ll learn: The steps Brian […]
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Financial Advisors Break Down The Top 5 Superhero Scenes!
In this episode, Bo and Brian break down the top financial lessons to be learned from superhero movie scenes. What would your favorite superhero say about timing the market, the importance of time, or showing off? Join us to find out! In this episode, you’ll learn: The importance of investing How to grow your assets […]
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Average 401(k) Balance by Age (2022 Edition): Are You Behind?
One of our favorite shows every year is our annual “401(k) By Age” episode. In this year’s edition, we’ll talk about basics of a 401(k), including new limits, employer matches, and vesting schedules, how many millionaires are created by 401(k)s, and of course the average 401(k) balance by age. In this episode, you’ll learn: The […]
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Is the Stock Market About to Crash?! (Financial Advisors React)
The stock market has been volatile at the start of 2022. Inflation has risen faster than expected, and the Russian invasion of Ukraine injected additional uncertainty into financial markets. Are we headed for a market collapse in 2022? Join us as we talk about what’s going on right now and what you should be doing […]
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Financial Advisors React to Horrible Inflation Advice!
Inflation is running at its highest rate in over 40 years, and everyone wants to know how to make the best financial decisions in periods of high inflation. Unfortunately, we’ve seen some misguided, misleading, and BAD inflation advice out there. In this episode, we’ll react to some of the most horrible advice we’ve seen and […]
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Financial Advisors React to Money Advice on Tik Tok! (Part 4)
Another look at financial advice on Tik Tok!
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Financial Advisors React to Terrible Crypto Advice!
The rise of crypto has created a unique opportunity for financial charlatans to prey on those looking for a quick way to build wealth. We’ve heard some bad crypto advice, and in this episode we’ll react to some of the WORST advice we’ve ever heard – and tell you how to do crypto the right […]
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Financial Planning 101 (By Age) – The Complete Guide to Winning Financially
Throughout every decade, there are different areas of your financial life that come in and out of focus. In this episode, we’ll discuss what you need to focus on by age, pitfalls to watch out for, and how to know you’re doing it right. In this episode, you’ll learn: How to build wealth What financial […]
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