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Tag: personal finance

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When Should I Claim Social Security?

Social Security can have big impacts on your retirement. But knowing when to draw Social Security can depend on a…

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article

I Have a Lot of Money, but I Don’t Feel Wealthy!

The amount you have invested for retirement might tell you that you’ve made it, but in your head you could…

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episode

The Truth About Dave Ramsey’s 7 Baby Steps

Think Dave Ramsey’s Baby Steps are the gold standard? Think again. Discover how our Financial Order of Operations builds on…

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episode

Her Finances Need a TOTAL Reset…

Megan earns nearly $200,000 and saves over 60% of her income, but she’s anxious, exhausted, and unsure she’s even doing…

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episode

Financial Advisors React To WILD Money Advice On YouTube

What do astrologers, naked call options, and $4,000 car payments have in common? They're all featured in this hilarious, insightful…

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episode

3 Phases of Wealth Building by Age (Where Are You?)

What should you focus on in your 20s vs. your 50s? We break down the three phases of wealth and…

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episode

Financial Advisors React To Money YouTubers (Part 2)

We're reacting to financial advice from some of our favorite YouTubers. From the magic of Roth IRAs to the power…

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episode

The Tools to Wealth-Building (Do This to Be Rich)

Think wealth building is complicated? Think again. This episode reveals the simple yet powerful formula of discipline, money, and time…

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episode

What You Need to Know About the New Tax Bill

We unpack the biggest proposed changes to tax laws - from standard deduction updates to child tax credit increases -…

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episode

Young Couple Is Saving for Their Future Family Over Themselves

Daniel and Lindsay, 25, already own a rental property and are planning for family life. We help them (and you)…

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