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Tag: personal finance

episode

Wealth Multiplier Revealed: The Magic of Compound Interest!

There’s a reason why Albert Einstein called compounding interest the eighth wonder of the world! Do you know exactly how…

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article

Wealth Multiplier Revealed: The Magic of Compound Interest!

There’s a reason why Albert Einstein called compounding interest the eighth wonder of the world! Do you know exactly how…

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article

Is Entrepreneurship the BEST Way to Become a Millionaire?

Becoming an entrepreneur can be a great way to earn income, but starting a business can come with many bumps…

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article

Is My 90% Traditional and 10% Roth Investment Strategy Backwards?

It’s not uncommon to reach retirement and have a large amount invested in pre-tax retirement accounts. What should you do…

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article

How Chasing Trends Can Leave You Broke! (Speculation vs. Investing)

There’s a big difference between speculating and investing. Speculating: A short-term strategy that involves buying and selling assets quickly in…

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article

At What Point Should I Take Profits from Stock Picks? (Up 80%)

If you pick individual stocks, how do you decide when to sell them? We give our thoughts on individual stock…

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article

How Do I Prioritize Where to Save and Invest?

There are so many different things you should be saving for: your 401(k), Roth IRA, rainy day fund, a house,…

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article

How to Switch Careers from CPA to Financial Advisor

We have several financial advisors who are CPAs. Here’s what to think about if you are considering making the jump…

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episode

From $0 to Millionaire in 10 Years (Is it Possible?)

How can you become a millionaire in 10 years or less? We’ll discuss common ways we see millionaires build wealth…

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article

My Parents Have a Whole Life Policy: What Should I Do?

How do you evaluate whether or not to keep a whole life policy, one that you may have held for…

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