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Tag: financial planning

513 results found
episode

Creating a Vision Plan for 2015

Updated: April 1, 2025

With this last show of the year, we wanted to do something a little different and get you set up…

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episode

The Financial Decisions to Get Right at Every Stage and Age

Updated: April 1, 2025

No matter what your life stage, there are financial decisions to think about -- and to get right. It’s never…

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episode

How to Prioritize Financial Goals

Updated: April 1, 2025

The guys got a great listener question a few months ago -- from a husband and wife team who listen…

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episode

Is the Sky Falling? How to Handle Market Volatility

Updated: April 1, 2025

Spoiler alert: no, the sky is not falling. Don’t let the financial media get you riled up when they start…

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episode

Financial Lessons Learned at FinCon

Updated: April 1, 2025

Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss…

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episode

Target Date Retirement Funds Pros and Cons

Updated: June 18, 2025

Target date funds have been around for two decades now and they continue to evolve and find their place in…

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episode

Dollar Cost Averaging…The Discussion Continues

Updated: April 1, 2025

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?

Updated: April 1, 2025

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?

Updated: April 1, 2025

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

Updated: June 18, 2025

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

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