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Tag: financial planning

513 results found
episode

The Dark Side of Being a Millionaire! (The Truth About Being Wealthy)

Updated: June 18, 2025

Being a millionaire isn’t always sunshine and rainbows. In this episode, we’ll discuss some common pitfalls and traps millionaires fall…

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episode

Is The Next Recession Around the Corner?! (How To Prepare)

Updated: April 1, 2025

The S&P 500 is down nearly 20% year-to-date, inflation is persistently high, and GDP was negative last quarter. Many in…

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episode

Secret 401(k) Strategies That No One Talks About! (2022 Edition)

Updated: April 1, 2025

401(k) plans can do some amazing things that not everyone knows about. In this episode, we’ll discuss some of the…

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episode

Are You Letting Money Ruin Your Relationships?

Updated: April 1, 2025

Money is one of the biggest areas of conflict in a relationship, whether it’s with your employer, spouse, children, or…

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episode

How I Bought This Tesla for Under $10,000!

Updated: June 18, 2025

How did Brian get a Tesla for under $10,000?! In this episode, Brian breaks down every step he took along…

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episode

Financial Advisors Break Down The Top 5 Superhero Scenes!

Updated: April 1, 2025

In this episode, Bo and Brian break down the top financial lessons to be learned from superhero movie scenes. What…

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episode

Average 401(k) Balance by Age (2022 Edition): Are You Behind?

Updated: April 1, 2025

One of our favorite shows every year is our annual “401(k) By Age” episode. In this year’s edition, we’ll talk…

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episode

Is the Stock Market About to Crash?! (Financial Advisors React)

Updated: April 1, 2025

The stock market has been volatile at the start of 2022. Inflation has risen faster than expected, and the Russian…

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episode

Financial Advisors React to Horrible Inflation Advice!

Updated: April 1, 2025

Inflation is running at its highest rate in over 40 years, and everyone wants to know how to make the…

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episode

Financial Planning 101 (By Age) – The Complete Guide to Winning Financially

Updated: June 18, 2025

Throughout every decade, there are different areas of your financial life that come in and out of focus. In this…

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