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Tag: financial planning

513 results found
episode

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

Updated: June 10, 2025

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

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episode

What You Need to Know About the New Tax Bill

Updated: June 10, 2025

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

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episode

Young Couple Is Saving for Their Future Family Over Themselves

Updated: June 10, 2025

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

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episode

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

Updated: June 6, 2025

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

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episode

7 Cash Flow Milestones Worth Celebrating (2025 Edition)

Updated: May 30, 2025

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

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episode

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

Updated: May 30, 2025

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

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episode

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

Updated: May 15, 2025

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

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episode

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

Updated: May 15, 2025

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

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article

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

Updated: June 20, 2025

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

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