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Tag: cash

47 results found
episode

How to Become a Millionaire

Updated: June 18, 2025

A million dollars seems like such a magic number, but what does it take to get you there? It may…

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episode

How Do You Hold Your Assets?

Updated: April 1, 2025

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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episode

Is Lending Club a Good Idea?

Updated: April 1, 2025

The market downturn from 2007-2009 forced banks and other lending institutions to increase their lending standards for personal loans, as…

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episode

Is Identity Theft Protection Worth It?

Updated: April 1, 2025

Brian and Bo investigate identity theft protection, and credit monitoring industries, as well as provide you with alternative methods to…

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episode

Discussing Money With Your Aging Parents

Updated: April 1, 2025

The core of this week’s show is staying informed with your parent’s financial situation. Brian and Bo cover what you…

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episode

Be An Advocate For Your Wallet

Updated: April 1, 2025

Brian and Bo share tips for saving money every month with a couple of phone calls. They stress being an…

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episode

Tax Essentials

Updated: April 1, 2025

The IRS started accepting tax returns January 31st so we thought it was best that we give you some tips…

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episode

The Big Give

Updated: April 1, 2025

  This week we dig into charitable giving, it’s a perfect topic for this time of year. Brian and Bo…

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episode

Finding Your Place in Life

Updated: April 1, 2025

Brian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining moments in his life so…

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episode

Financial Lessons Learned in Vegas

Updated: April 1, 2025

Brian and Bo share funny stories and financial lessons learned from their recent trip to Las Vegas. They cover everything…

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