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Tag: Investing

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What’s the Best Bridge Account for Early Retirement?

Wife and I are debt free (+ home), and are looking to retire early in 15 years. Are there any…

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Should We Switch to S&P Before Hiring a Financial Advisor?

My wife and I are 20+ years from retirement. We are close to where we hire a financial advisor within…

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If I’m Anticipating a Market Crash in 2024/2025, Where Do I Keep My Assets?

If I’m anticipating a market crash in 2024/2025 and I have substantial assets, what is your advice for where I…

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How Much ‘Hyper Accumulation’ Is Enough?

​Y’all have addressed the difference between Steps 6 & 7 of the FOO many times, but what’s the difference between…

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How Should the 25% Savings Rate Be Allocated?

In this highlight, we discuss the importance of financial planning and allocation of savings in retirement accounts, cash, and taxable…

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Is It Possible To Save TOO MUCH For Retirement?

Is it possible to save TOO MUCH for retirement? This couple is on-track to have over $20 million by retirement…

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Why Should You Invest 20-25% Instead Of 10-15%?

Several years ago, Brian initially suggested younger investors save 10-15% for retirement. In recent years, that has risen to 20-25%.…

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Should I Maximize My Wife’s Roth IRA Before My 401(k)?

In the Financial Order of Operations, maximizing your retirement accounts is right after maximizing your Roth IRA and HSA. Where…

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