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Tag: retirement

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You Could be Leaving Thousands of Dollars on the Table!

In this highlight, we discuss how to make sure you are not losing money in your retirement accounts and how…

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Average 401(k) Balance For a 50 and 60 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for 50 and 60 year olds and what you…

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Average 401(k) Balance For a 40 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for a 20 year old and what you need…

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Average 401(k) Balance For a 30 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for a 30 year old and what you need…

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Average 401(k) Balance For a 20 Year Old (2023 Edition)

In this highlight, Bo and Brian discuss the average 401(k) balance for a 20 year old and what you need…

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How Much Money Should You Contribute To Your ESPP?

In this highlight, Bo and Brian explain where your employer stock purchase plan falls into the Financial Order of Operations…

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How to Insure You Are Ready For Retirement!

Do you ever wonder if you are truly prepared and ready for retirement? How can you best ensure you will…

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How to Withdraw Retirement Funds (The 3 Buckets Strategy)

How should you approach withdrawing retirement funds? In this highlight, Brian and Bo discuss the three-bucket strategy and compare it…

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How To Catch Up On Retirement Savings!

What should you do if you are behind in your retirement savings? In this highlight, Brian and Bo give practical…

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Is a Three-Fund Portfolio Right for You?

What exactly is a three-fund portfolio and what are the benefits of this strategy? In this highlight, Brian and Bo…

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