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Tag: financial planning

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Should I Max Out All of My Investments (50% of My Income)?

To decide whether to max out tax-advantaged accounts or invest in a taxable brokerage account, it’s essential to understand your…

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The Amount of Money a 40-Year-Old Needs to Invest to Be Wealthy!

In your 40s, it’s crucial to take inventory of your financial situation and progress, especially if you’re aiming to reach…

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The Amount of Money a 30-Year-Old Needs to Invest to Be Wealthy!

In your 30s, you can still work towards achieving your multi-million dollar goals by staying disciplined, avoiding lifestyle creep, and…

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Are There Downsides to Skipping a Roth IRA for a Roth 401(k)?

The question is whether to prioritize maxing out the company 401K (pre-tax and Roth) to hit 25 percent or to…

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Where Does a Home Down Payment Fall in the Financial Order of Operations?

Unlocking the path to financial success: discover how to strategically approach saving for a down payment on your dream home…

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Can I Buy a New Car? (I Make $240,000 as a 25-Year-Old)

In this highlight, someone making $240,000 a year seeks guidance on affording a dream car, uncovering valuable insights about opportunity…

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What is the Best Way To Save In Your 401(k)?

In this highlight, Brian and Bo discuss the often overlooked “after-tax” option for 401k contributions, highlighting its potential as an…

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How to Build Your Army of Dollar Bills!

Your money should eventually work harder than you do with your back, bones, and brain. Think exponentially rather than linearly…

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Should I Avoid Buying a House If My Future Is Uncertain?

In this highlight, we discuss what factors you should consider before buying a home and which pitfalls to avoid during…

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The Truth About Inheriting Wealth!

In this highlight, we discuss factors that most people may not consider when it comes to inheriting wealth and how…

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