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Tag: personal finance

853 results found
article

How Often Should You Dollar-Cost Average?

Updated: June 18, 2025

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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article

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

Updated: June 18, 2025

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

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article

How to Balance a Fun Life With Your Financial Goals

Updated: June 18, 2025

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

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article

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

Updated: June 18, 2025

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

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article

How Often Should You Rebalance Your Portfolio?

Updated: March 17, 2025

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

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article

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

Updated: March 17, 2025

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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article

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

Updated: March 17, 2025

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

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article

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

Updated: March 17, 2025

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

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article

Can You Stop Investing 25% of Your Income in Your 40s?

Updated: March 17, 2025

Should you stop investing 25% once you reach your 40s? In this highlight, we discuss how you should approach investing…

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episode

Build Wealth With the 3 Bucket Strategy! (By Age) 2023 Edition

Updated: April 1, 2025

We believe there are three distinct taxable buckets you have the option of investing in for retirement. We’ll talk about…

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