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Financial Advisors Explain

49 episodes found
episode

How To Open a Roth IRA | Financial Advisor Live Walkthrough

Updated: October 23, 2025

This step-by-step guide walks you through exactly how to open a Roth IRA account. (It's way easier than you might…

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episode

Financial Advisor Explains: How To MAXIMIZE Your HSA!

Updated: October 23, 2025

Learn how Health Savings Accounts (HSAs) offer incredible investment opportunities that could revolutionize your retirement planning.

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episode

An 8% Withdrawal Rate Is DANGEROUS | Financial Advisor Explains

Updated: October 23, 2025

Your withdrawal rate determines how much you need invested to support yourself in retirement. If you can safely withdraw more,…

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episode

Should You Pay Off Debt Or Invest? | Financial Advisor Explains

Updated: October 23, 2025

But what if I told you there’s a middle ground between paying off debt and investing? Yes, debt is dangerous,…

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episode

Why Some People End Up Broke or Rich

Updated: October 23, 2025

Many believe that a high income automatically equals wealth. That’s simply false. Nearly half of Americans making over $100,000 live…

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episode

3 Wealth Milestones YOU Can Use To Stay On Track!

Updated: October 23, 2025

Building wealth can feel like a long and difficult journey. Every dollar you save is a step forward—and it's often…

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episode

What Is The Financial Order of Operations?

Updated: October 23, 2025

Your step-by-step guide to making smart financial decisions with every dollar.

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episode

Financial Advisor Explains: Backdoor and Mega Backdoor Roth Conversions

Updated: October 23, 2025

Building wealth and saving big on taxes? That’s where Roth accounts shine. Let’s dive into how to leverage Roth strategies…

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episode

Wealth-Building, Simplified: Three-Bucket Strategy Explained!

Updated: October 23, 2025

The Three Bucket Strategy is a tax-optimization method for saving and investing. It divides your money into three different types…

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episode

Why Looking Poor Is Important

Updated: October 23, 2025

Social media bombards us with highlight reels—luxury cars, designer clothes, lavish vacations. It’s easy to feel like success means looking…

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