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Tag: financial planning

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

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

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How Much Should I Invest If I Have a Pension?

In this highlight, Brian and Bo discuss how much you should be investing when you have a Pension. Check out…

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Should You Adjust Your Savings Rate for Roth Investments?

In this highlight, Bo and Brian talk about adjusting your savings rate for your Roth Investments. Want to know what…

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When Is a Low Interest Rate Worth It for Buying a New Car?

In this highlight, Brian and Bo talk about when a low interest rate is worth it for buying a new…

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The Pros and Cons of Using a Roth IRA as a Bridge Account

In this highlight, Brian and Bo talk about the pros and cons of using a Roth IRA as a bridge…

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529 vs. Index Funds: Which Option Is Best for Your Kids?

In this highlight, Bo and Brian discuss weather a 529 or index funds is better for saving money for your…

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How do I Start Working With Abound Wealth?

Have you reached the abundance stage, and are looking for someone to help guide you in maximizing your potential? You’ve…

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How do I Create a Tax-Efficient Investment Strategy?

After nailing down your investment goals, knowing the tax treatment of different investment accounts can help optimize your portfolio. First,…

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How Do I Calculate Income Tax?

Here’s what to consider when calculating income tax. The amount of income tax you owe depends on your income, where…

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What is the Financial Order of Operations (FOO)?

The Financial Order of Operations (FOO) is The Money Guy foundation for financial success! It’s an instruction manual for your…

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