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Tag: retirement

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Retirement Savings Plans for Entrepreneurs

70% of entrepreneurs aren’t contributing to a retirement plan. 40% of self-employed individuals aren’t saving regularly, and 28% aren’t saving…

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Lump Sum or Payout: How to Withdraw When You Retire

This week, your Money Guys tackle a question often asked by their clients in regards to retirement planning: “Should I…

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5 Investment Mistakes Couples Make

Have you talked with your spouse about your investment strategy, or what the purpose is for your investments? Investing can…

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episode

How to Prioritize Financial Goals

The guys got a great listener question a few months ago -- from a husband and wife team who listen…

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episode

Target Date Retirement Funds Pros and Cons

Target date funds have been around for two decades now and they continue to evolve and find their place in…

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episode

How to Become a Millionaire

A million dollars seems like such a magic number, but what does it take to get you there? It may…

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episode

Top Tips to Prepare for Retirement

Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available…

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episode

How Do You Hold Your Assets?

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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episode

Be An Advocate For Your Wallet

Brian and Bo share tips for saving money every month with a couple of phone calls. They stress being an…

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episode

Finding Your Place in Life

Brian’s recent birthday is the inspiration for this week’s podcast. He reflects on the defining moments in his life so…

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