Skip to site content

Tag: saving

252 results found
episode

How to Become a Millionaire

Updated: June 18, 2025

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

View Episode

episode

Top Tips to Prepare for Retirement

Updated: April 1, 2025

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

View Episode

episode

How Do You Hold Your Assets?

Updated: April 1, 2025

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

View Episode

episode

Discussing Money With Your Aging Parents

Updated: April 1, 2025

The core of this week’s show is staying informed with your parent’s financial situation. Brian and Bo cover what you…

View Episode

episode

Be An Advocate For Your Wallet

Updated: April 1, 2025

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

View Episode

episode

Active vs. Passive Investing: Which Works?

Updated: April 1, 2025

In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant…

View Episode

episode

Tax Essentials

Updated: April 1, 2025

The IRS started accepting tax returns January 31st so we thought it was best that we give you some tips…

View Episode

episode

Benchmarking Financial Success

Updated: April 1, 2025

Happy New Year! We are starting the year out by giving you a ton of great advice. The theme of…

View Episode

episode

The Big Give

Updated: April 1, 2025

  This week we dig into charitable giving, it’s a perfect topic for this time of year. Brian and Bo…

View Episode

episode

Finding Your Place in Life

Updated: April 1, 2025

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

View Episode