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Tag: financial planning

513 results found
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How to Build Your Army of Dollar Bills!

Updated: June 18, 2025

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

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

Updated: March 17, 2025

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

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The Truth About Inheriting Wealth!

Updated: June 2, 2025

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

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

Updated: June 18, 2025

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

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The Dark Side Of Debt: What You Need To Know

Updated: March 17, 2025

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

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Roth vs. Traditional: Which Is Right For You?

Updated: June 18, 2025

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

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The Power of High-Yield Savings Accounts!

Updated: March 17, 2025

Uncover the hidden treasure of high-yield savings accounts and unlock a world of financial opportunity. Delve into the staggering disparity…

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Can I Prepay a 3.65% Rental Mortgage If I’m Investing 25%?

Updated: March 17, 2025

In this highlight, Brian and Bo discuss paying off your mortgage, investing, and assets. Want to know what to do…

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When Does Prioritizing College Savings Outweigh Investing?

Updated: March 17, 2025

In this highlight, Brian and Bo talk about if you should save for your kid’s college or keep maxing out…

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Buying a Tesla: Is Cash Required or Can I Break the Rule?

Updated: March 17, 2025

In this highlight, Brian and Bo talk about what qualifies as a luxury car, expand on the rules, and treating…

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