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Tag: Investing

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How Much Should I Invest If I Have a Pension?

Updated: June 18, 2025

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?

Updated: March 17, 2025

In this highlight, Bo and Brian talk about adjusting your savings rate for your Roth Investments. Want to know what…

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What’s a Good Stock or Fund to Invest in?

Individual stocks have caused people to have great success. They have also caused financial deterioration! There are several things to…

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What Are Some Ways to Integrate Real Estate Into My Portfolio? The Only Real Estate Investment I am Familiar With is My House.

There are more ways to invest in real rstate than you may think. Real estate investing is commonly believed to…

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What Type of Account Should I Invest In?

First, respect the FOO! Second, lazy investing is often the best investing. What is the FOO and why does it…

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Any Advice on How to Teach my Kids About Smart Financial Planning?

It’s never too early to start teaching kids how to make the most of their financial future. As parents, we…

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How do I Create a Tax-Efficient Investment Strategy?

After nailing down your investment goals, knowing the tax treatment of different investment accounts can help optimize your portfolio. First,…

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Should I Contribute to Roth or Traditional/Pre-Tax (i.e. 401k, IRA, etc.)?

Deciding between Roth and pre-tax contributions typically comes down to your current tax rate and how you feel about the…

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I Have a Chunk of Cash to Invest. Should I Invest It as a Lump Sum or Dollar Cost Average?

What if I get an inheritance, sell a business, receive a big bonus, win the lottery, etc.? Investing at least…

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How do I Time the Market?

Time IN the market is better than timING the market. Are you worried about getting into the market at the…

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