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Mini Shows

35 episodes found
episode

Why Some People End Up Broke or Rich

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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3 Wealth Milestones YOU Can Use To Stay On Track!

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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What Is The Financial Order of Operations?

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

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Financial Advisor Explains: Backdoor and Mega Backdoor Roth Conversions

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

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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Why Looking Poor Is Important

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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2025 Tax Changes Are HERE: What You Need To Know

Benjamin Franklin once said that only two things in life are certain: death and taxes. One thing that isn't certain,…

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Investing 101: Types of Investments & Which One To Choose

You hear financial content creators say it all the time: “Put your money to work. Start investing. Build wealth.” But…

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What To Do With Your Old 401(k)

401(k)s are one of the best savings tools available to Americans. In fact, they’re often the first account where people…

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You Will NEVER Look At Wealth The Same After This

This whole concept hinges on one of the most powerful forces in personal finance: Compounding growth. We call it the…

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