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Tag: financial planning

497 results found
episode

Dollar Cost Averaging…The Discussion Continues

This week Brian and Bo dig into the dollar cost averaging discussion, and illustrate the pros and cons that DCA…

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episode

Broken Dreams: What’s Going on in Housing?

Have you been waiting to buy or sell a house? Are you tired of renting and have been waiting to…

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episode

Is The Risk Worth The Reward?

Brian dives into what it takes to be successful in business, finances, and your career, and how that success relates…

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episode

How to Become a Millionaire

A million dollars seems like such a magic number, but what does it take to get you there? It may…

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episode

Top Tips to Prepare for Retirement

Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available…

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episode

How Do You Hold Your Assets?

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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episode

Has Warren Buffett Lost His Golden Touch?

In this week’s show Brian and Bo analyze Warren Buffett’s annual Letter to Shareholders. It does not matter the market…

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episode

Active vs. Passive Investing: Which Works?

In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant…

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episode

Finding Your Place in Life

Brian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining moments in his life so…

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episode

Code Red

This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key…

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