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Tag: investment

6 results found
episode

Do THIS When You Get Paid! Financial Advisor Payday Routine

Updated: January 16, 2026

I've been a financial advisor for almost—it's hard to believe I'm saying this—30 years. And so many of the questions…

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episode

3 Wealth Milestones YOU Can Use To Stay On Track!

Updated: January 16, 2026

Building wealth can feel like a long and difficult journey. Every dollar you save is a step forward—and it's often…

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article

How Do I Best Utilize a 10% Company Match and Other Investments?

Updated: January 15, 2026

Some very generous companies offer dollar-for-dollar matches on a high percentage of employee compensation. How should you look at your…

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article

Save For a Downpayment or Max Out Investments?

Updated: January 15, 2026

Knowing when to save for a down payment can be difficult while trying to save for your future! In this…

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article

Should You Speed Up Mortgage Payments with a 7% Interest Rate?

Updated: January 15, 2026

How do you know when you should consider paying your mortgage off faster? In this highlight, we discuss if it…

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article

How Much Cash Should You Have For Investment Opportunities?

Updated: January 15, 2026

In this highlight, we discuss the most efficient ways to save for investment opportunities. Want to know what to do…

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