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Tag: financial planning

503 results found
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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…

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How to Care for Financially Unstable Parents

How should you approach helping financially unstable parents? In this highlight, Bo and Brian give some insight on how you…

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How To Plan For Retirement In The Face Of An Uncertain Future

For a lot of people, knowing how much you need for retirement can be overwhelming, but it doesn’t have to…

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How to Mentally Recover After a Financial Mistake

Financial mistakes do not have to break you. We get it, they happen to everyone. In this highlight, Brian discusses…

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How to Save For a Car When You Are Investing 25% of Your Income

In this highlight, we discuss how you should plan to save up for a car when you are investing 25%…

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episode

Financial Hacks and Habits of the Top 1% (By Age)

Who wouldn’t want to have a high enough income and net worth to be considered part of the top 1%?…

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Financial Hacks and Habits of the Top 1% (By Age)

Who wouldn’t want to have a high enough income and net worth to be considered part of the top 1%?…

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article

Should You Include Your Employer Match In the 20-25% Investing Goal?

In this highlight, we discuss if you should include your employer match in the 20-25% savings goal.

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Is It Time to Change Your Financial Strategy?

In this highlight, we discuss how to know if it might be time to change your financial strategy. This highlight…

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episode

How to Win With Money in 2023!

Financial resolutions are always near the top of the list of Americans’ most popular New Year’s resolutions. Whether you want…

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