by Money Guy | Aug 25, 2023 | Featured, Financial Planning, Podcasts
It’s a debate as old as time: what’s better, dollar cost averaging or lump sum investing? In this episode, we’ll cover the nuances and pros and cons of both, including in-depth case studies comparing investors at different times. Research and resources from this...
by Money Guy | Aug 22, 2023 | Ask the Money Guy, Blogs, Financial Planning
In this highlight, we discuss how aggressive your portfolio should be in retirement and when you can take your foot off the gas. Want to know what to do with your next dollar? You need this free download: the Financial Order of Operations. It’s our nine tried-and-true...
by Money Guy | Aug 19, 2023 | Ask the Money Guy, Blogs, Financial Planning
In this highlight, we discuss what some of our best “by age” shows are and why we would recommend them.
by Money Guy | Aug 2, 2023 | Ask the Money Guy, Blogs, Financial Planning
To decide whether to max out tax-advantaged accounts or invest in a taxable brokerage account, it’s essential to understand your financial goals and “why.” If early retirement is your aim, it may be beneficial to contribute beyond 25% and build a...
by Money Guy | Jul 25, 2023 | Ask the Money Guy, Blogs, Financial Planning
In this highlight, Casey seeks expert guidance on managing their Roth IRA investments while exploring the pros and cons of Target date index funds versus total market index funds. Unraveling the complexities of investing, the discussion emphasizes the power of...
