Skip to site content

Tag: financial planning

467 results found
article

Are There Downsides to Skipping a Roth IRA for a Roth 401(k)?

The question is whether to prioritize maxing out the company 401K (pre-tax and Roth) to hit 25 percent or to…

View Post

article

Where Does a Home Down Payment Fall in the Financial Order of Operations?

Unlocking the path to financial success: discover how to strategically approach saving for a down payment on your dream home…

View Post

article

Can I Buy a New Car? (I Make $240,000 as a 25-Year-Old)

In this highlight, someone making $240,000 a year seeks guidance on affording a dream car, uncovering valuable insights about opportunity…

View Post

article

What is the Best Way To Save In Your 401(k)?

In this highlight, Brian and Bo discuss the often overlooked “after-tax” option for 401k contributions, highlighting its potential as an…

View Post

article

How to Build Your Army of Dollar Bills!

Your money should eventually work harder than you do with your back, bones, and brain. Think exponentially rather than linearly…

View Post

article

Should I Avoid Buying a House If My Future Is Uncertain?

In this highlight, we discuss what factors you should consider before buying a home and which pitfalls to avoid during…

View Post

article

The Truth About Inheriting Wealth!

In this highlight, we discuss factors that most people may not consider when it comes to inheriting wealth and how…

View Post

article

Should I Use Target Date Index Funds or Total Market Index Funds?

In this highlight, Casey seeks expert guidance on managing their Roth IRA investments while exploring the pros and cons of…

View Post

article

The Dark Side Of Debt: What You Need To Know

If you aren’t scared of debt, you are doing it wrong. Take a look at the dark side of compounding…

View Post

article

Roth vs. Traditional: Which Is Right For You?

Uncover the secrets behind maximizing your investments and navigating the perplexing world of taxes in this captivating transcript. Delve into…

View Post