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How to Prioritize Financial Goals

How to Prioritize Financial Goals

The guys got a great listener question a few months ago — from a husband and wife team who listen to the podcast together! — and are taking it on for this episode. The question: how much should you save and invest if you have debt? This is a good one to...
Target Date Retirement Funds Pros and Cons

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 more and more portfolios. The funds are typically inexpensive and give you a great amount of diversification while targeting an appropriate amount of risk...

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 be true that saving the first $100,000 is the hardest, but you have to start somewhere.  This week Brian and Bo give you the basic steps necessary to becoming a...

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 in your 401k. The motivation for this show is two articles that finance blogger Dana Anspach recently released about 401k’s and other...

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 portfolios. The guys give you the rundown on tax-efficiency and cover the three “pots” of money in the investing world 1) Taxable 2)...