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Tag: personal finance

853 results found
article

Should a Stay at Home Parent Open a Roth IRA?

Updated: June 18, 2025

In this highlight, we discuss what Roth IRA options are out there for stay at home parents. For more of…

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article

What is the Most Strategic Way to Utilize Your HSA?

Updated: June 18, 2025

In this highlight, we discuss the most strategic ways to reimburse expenses from an HSA in retirement. For more information,…

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article

Can You Rollover a Roth 401(k) to a Roth IRA?

Updated: March 17, 2025

In this highlight, we discuss if it you can rollover a Roth 401(k) to a Roth IRA and if that…

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episode

How to Achieve FIRE By Income (Are You on Track?)

Updated: April 1, 2025

Do you want to retire early? If so, do you know what it is going to take to get there?…

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article

The Best Way to Use a Health Savings Account!

Updated: June 18, 2025

In this highlight, we discuss how to make sure you are using your health savings account to it’s fullest potential.

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article

How Much Cash Should You Have on Hand?

Updated: June 18, 2025

How much cash should you keep for emergencies? In this highlight, we discuss what factors to consider when deciding on…

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article

The Truth About Permanent Life Insurance

Updated: May 15, 2025

In this highlight, we discuss some things you may not know about permanent life insurance. For more information, check out…

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article

Can I Invest Less Than 25% If I Have Rental Properties?

Updated: March 17, 2025

If you have rental properties, can that change how much you invest monthly? In this highlight, we discuss how you…

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article

Can You Have Too Much Money In Your HSA?

Updated: June 18, 2025

Is it possible to have too much money in your HSA? In this highlight, we discuss what you should consider…

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episode

New Data Shows Americans Are HORRIBLE at Investing (1% Returns?!)

Updated: April 1, 2025

New data just released by Fidelity shows that Americans have been HORRIBLE at investing in their 401(k). What have they…

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