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Tag: financial planning

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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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Should I Use Target Date Index Funds or Total Market Index Funds?

In this highlight, Casey seeks expert guidance on managing their Roth IRA investments while exploring the pros and cons of…

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The Dark Side Of Debt: What You Need To Know

If you aren’t scared of debt, you are doing it wrong. Take a look at the dark side of compounding…

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Roth vs. Traditional: Which Is Right For You?

Uncover the secrets behind maximizing your investments and navigating the perplexing world of taxes in this captivating transcript. Delve into…

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The Power of High-Yield Savings Accounts!

Uncover the hidden treasure of high-yield savings accounts and unlock a world of financial opportunity. Delve into the staggering disparity…

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Can I Prepay a 3.65% Rental Mortgage If I’m Investing 25%?

In this highlight, Brian and Bo discuss paying off your mortgage, investing, and assets. Want to know what to do…

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When Does Prioritizing College Savings Outweigh Investing?

In this highlight, Brian and Bo talk about if you should save for your kid’s college or keep maxing out…

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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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