Skip to site content

Mini Shows

46 episodes found
episode

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

Updated: March 5, 2025

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

View Episode

episode

Why Some People End Up Broke or Rich

Updated: February 26, 2025

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

View Episode

episode

3 Wealth Milestones YOU Can Use To Stay On Track!

Updated: February 19, 2025

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

View Episode

episode

What Is The Financial Order of Operations?

Updated: February 12, 2025

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

View Episode

episode

Financial Advisor Explains: Backdoor and Mega Backdoor Roth Conversions

Updated: February 5, 2025

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

View Episode

episode

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

Updated: January 29, 2025

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

View Episode

episode

Why Looking Poor Is Important

Updated: January 22, 2025

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

View Episode

episode

2025 Tax Changes Are HERE: What You Need To Know

Updated: January 15, 2025

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

View Episode

episode

Investing 101: Types of Investments & Which One To Choose

Updated: January 8, 2025

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

View Episode

episode

What To Do With Your Old 401(k)

Updated: December 18, 2024

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

View Episode