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Tag: retirement

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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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Roth 401(k) vs. Roth IRA: What’s the Difference?

With RMDs going away for 401(k) Roths, is there any difference between Roth IRA and 401K Roth contributions? In this…

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I’m on Track to Retire Early (Can I Slow Down Investing?)

How do you know when it is okay to start pulling back on your savings rate? In this highlight, Brian…

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Mega Backdoor Roth: What It Is and How It Works

Have you ever wondered what a Mega Backdoor Roth is and how it works? In this highlight, Brian and Bo…

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How to Decide Which Retirement Accounts to Tap Into First

When it comes to retirement accounts, it can be overwhelming deciding which one to use first. In this highlight, Brian…

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Should I Contribute to a Non-Matching 401k)?

Deciding where to invest your money doesn’t have to be complicated. In this highlight, Brian and Bo discuss how you…

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Building Wealth for Early Retirement: Investment Strategies for 20-Year-Olds

In this highlight, Brian and Bo discuss retirement strategies you should implement in your twenties for retiring early. Want to…

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Best Way to Save For an Early Retirement?

What is the best way to save for an early retirement? In this highlight, Bo and Brian discuss different options…

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