Skip to site content

Tag: financial advice

article

How Strict is the 20/3/8 Rule When Purchasing a Car?

When is it okay to break the 20/3/8 rule? In this highlight, Brian and Bo give insight on if it…

View Post

article

A Guide to Working with a Fee-Only Financial Advisor

Ever wonder where financial advisor fees come from? In this highlight, Bo and Brian explain how financial advisors fees come…

View Post

article

Everything You Need to Know About Finances in Your 20s

In this episode, we discuss everything you need to know about finances in your twenties. In this episode, you’ll learn:…

View Post

episode

Everything You Need to Know About Finances in Your 20s

In this episode, we discuss everything you need to know about finances in your twenties. In this episode, you’ll learn:…

View Post

episode

TikToks That INFURIATE Financial Advisors

The most powerful time to get serious about building wealth is when you’re young. So, what is the younger generation…

View Post

episode

Financial Advisors React to OUTRAGEOUS Money Advice on TikTok!

The most powerful time to get serious about building wealth is when you’re young. So, what is the younger generation…

View Post

episode
episode

Financial Advisors React to SHOCKING Dave Ramsey Call!

Index funds are an extremely powerful tool for building wealth, but is it easy to pick active funds that outperform…

View Post

episode
episode

10 Commandments of Creating Wealth

We’ve taken our 40 years of combined financial planning experience and distilled it into “10 Commandments of Creating Wealth.” From…

View Post