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Tag: personal finance

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How to Optimize Your Glide Path

In this highlight, we discuss how to optimize your glide path and where that falls into your financial journey.

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Build Wealth With the 3 Bucket Strategy In Your 50s! (2023 Edition)

In your 50s and later, you are fine-tuning your plan for retirement. Take advantage of catch-up contributions in employer plans…

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How Often Should You Dollar-Cost Average?

In this highlight, we discuss how often you should be dollar-cost averaging and what you need to know about it.

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Build Wealth With the 3 Bucket Strategy In Your 40s! (2023 Edition)

The 40s is the first time you might not feel broke – and your accounts have had decades to grow,…

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How to Balance a Fun Life With Your Financial Goals

In this highlight, we discuss how to effectively balance your finances with your life.

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Build Wealth With the 3 Bucket Strategy In Your 30s! (2023 Edition)

You might not have a lot of extra money or time in your 30s – but contributing to retirement accounts…

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How Often Should You Rebalance Your Portfolio?

How do you know if it is time for you to consider rebalancing your portfolio? In this highlight, Brian and…

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Build Wealth With the 3 Bucket Strategy In Your 20s! (2023 Edition)

Your 20s is the most exciting decade to save for retirement, especially in tax-free accounts. Start contributing to a Roth…

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Can I Buy a Luxury Car If I’m Investing Over 30% of My Income?

In this highlight, we discuss when it is okay to purchase a luxury car. For more information, check out this…

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When to Make the Jump from Full-Time Job to Self-Employment

In this highlight, we discuss what questions you should ask yourself before transitioning into self employment. Want to know what…

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