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Tag: personal finance

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TurboTax vs Hiring a CPA: Which Should You Choose?

When do you know it’s time to hire a CPA to do your taxes? In this highlight, Brian and Bo…

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What Happens When The Fed Stops Raising Interest Rates?

Will inflation ever get back under control? What does that mean for investing in the stock market? In this highlight,…

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Should You Hire a Financial Advisor ASAP?

Technology today has given us access to a plethora of free financial information, so how do we know when hiring…

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How to Start Giving Away Money During Your Lifetime

Giving is an important part in your financial plan, so we want to make sure you are approaching it in…

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We Don’t Make Pre-Tax Contributions (Is That Okay?)

If you have no pre-tax buckets in your accounts, is that okay? In this highlight, Brian and Bo explain if…

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Financial Advisors React to Money Advice from ChatGPT

Will ChatGPT be your new financial advisor? In this react episode, we’ll break down some money advice from ChatGPT and…

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How to Bridge Your Retirement Savings Gap (The Right Way)

In this highlight, Brian and Bo discuss different ways to approach pulling out contributions in retirement. Are you on track…

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Financial Planning 101 For 50 Year Olds

In this highlight, Brian and Bo break down what you should focus on financially in your fifties. Check out the…

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How to Pick the Right Health Insurance Policy When Pregnant

In this highlight, Brian and Bo discuss some of the best health insurance options for pregnancy. Want to know what…

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How To Protect Your Finances

The majority of Americans, 63%, have been scammed online. 54% have had their social media account(s) compromised, and 49% have…

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