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Tag: success

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Fiduciaries: What They Are and Why They Matter

That’s why it’s important your financial advisor acts as your fiduciary. A professional who takes a fiduciary oath swears to…

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Financial Lessons Learned at FinCon

Brian and Bo made their first appearance at FinCon this year and share their experiences with you. They also discuss…

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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

Savings Samurai – Nickel Ninja

Brian and Bo give you the tips and tools you need to make your dollars stretch further than the rest.…

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episode

Broken Dreams: Take 2

Brian and Bo pick up where they left off last week by detailing financial factors to consider when participating in…

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Is The Risk Worth The Reward?

Brian dives into what it takes to be successful in business, finances, and your career, and how that success relates…

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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

Has Warren Buffett Lost His Golden Touch?

In this week’s show Brian and Bo analyze Warren Buffett’s annual Letter to Shareholders. It does not matter the market…

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Active vs. Passive Investing: Which Works?

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

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