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Tag: Investing

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Is It Worth Living with Parents to Invest 50% of My Income?

Updated: June 18, 2025

Should you live with your parents in order to increase your investing? In this highlight, we discuss what you should…

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Does It Always Make Sense To Utilize an HSA?

Updated: June 20, 2025

Health Savings Accounts, or HSAs, are extremely powerful savings and investment vehicles for medical expenses and retirement. They are right…

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Is Using a Cash-Out Refinance to Invest a Good Idea?

Updated: March 17, 2025

Is Using a Cash-Out Refinance to Invest a Good Idea? In this highlight, Bo and Brian discuss where this falls…

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How Much Money Should You Contribute To Your ESPP?

Updated: June 18, 2025

In this highlight, Bo and Brian explain where your employer stock purchase plan falls into the Financial Order of Operations…

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How to Insure You Are Ready For Retirement!

Updated: March 17, 2025

Do you ever wonder if you are truly prepared and ready for retirement? How can you best ensure you will…

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Is It a Problem If You’re Not Able to Make After-Tax Contributions?

Updated: March 17, 2025

In this highlight, Brian and Bo discuss what you should do if you are unable to make after-tax contributions and…

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The 3 Bucket Strategy: How Much Should You Invest in Each Bucket?

Updated: June 18, 2025

When it comes to the three tax buckets, is there an ideal ratio of Roth, traditional, and after-tax brokerage accounts?…

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Should I Slow Down Investing to Rebuild My Emergency Fund?

Updated: June 18, 2025

How should you prioritize investing over your emergency fund? In this highlight, Brian and Bo discuss what you should consider…

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How to Invest in a Down Market

Updated: June 20, 2025

This article was originally published in October of 2022. If you’ve been paying attention to financial markets at all this…

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Is a Three-Fund Portfolio Right for You?

Updated: June 18, 2025

What exactly is a three-fund portfolio and what are the benefits of this strategy? In this highlight, Brian and Bo…

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