Skip to site content

Tag: financial planning

513 results found
episode

The Tools to Wealth-Building (Do This to Be Rich)

Think wealth building is complicated? Think again. This episode reveals the simple yet powerful formula of discipline, money, and time…

View Post

episode

What You Need to Know About the New Tax Bill

We unpack the biggest proposed changes to tax laws - from standard deduction updates to child tax credit increases -…

View Post

episode

Young Couple Is Saving for Their Future Family Over Themselves

Daniel and Lindsay, 25, already own a rental property and are planning for family life. We help them (and you)…

View Post

episode

How Much Home Can You ACTUALLY Afford in 2025 (By Salary)

Can you actually afford a home in today’s market? We walk through income vs. affordability data, explain our proven home…

View Post

episode

7 Cash Flow Milestones Worth Celebrating (2025 Edition)

Think you're behind in your financial journey? You might be closer than you think. We reveal seven milestones that show…

View Post

episode

Can This Family of 6 Survive the Messy Middle? (Over $80k in Debt)

From feeling financially behind to crafting a path to wealth, Kaitlyn and Aaron’s journey is proof that small changes can…

View Post

episode

The Wealth-Building Tool We’ve NEVER Talked About…

This episode uncovers a powerful, under-the-radar wealth-building tool: state-run auto-IRA programs. Learn how automation can unlock a millionaire future.

View Post

episode

A Broken Marriage Ruined Their Finances. Here’s How They Turned It Around.

Rick and Lori share how they overcame debt, grief, and fear to build a retirement plan they can finally enjoy…

View Post

article

The 5 Best Tools To Cover Life’s Greatest Financial Risks

Money is a ubiquitous stressor. 71% of Americans say that money is a significant cause of stress in their lives.…

View Post