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Tag: wealth building

115 results found
episode

Watch This Before Rebalancing Your Investment Portfolio!

85% of Americans don’t rebalance their 401(k). Are they making a huge mistake? In this episode, we’ll discuss the “why”…

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article

Watch This Before Rebalancing Your Investment Portfolio!

85% of Americans don’t rebalance their 401(k). Are they making a huge mistake? In this episode, we’ll discuss the “why”…

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article

Should You Have More Than a 3-6 Month Emergency Fund?

How big should your emergency fund be? Is 3-6 months enough or should it be more? In this highlight, we…

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article

How to Manage and Prioritize Multiple Retirement Goals

Planning for retirement doesn’t haver to be complicated. In this highlight, Brian and Bo give practical advice on how to…

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article

What is the Best Credit Card Out There?

Credit cards can be a hot topic in the financial world, but we believe they can be used as a…

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episode

The Most Valuable Asset in Building Wealth!

This episode will show you how to maximize the most valuable resource you have – starting right at this moment.…

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article

The Most Valuable Asset in Building Wealth!

This episode will show you how to maximize the most valuable resource you have – starting right at this moment.…

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article

How Does a Decumulation Strategy Work?

In this highlight, we discuss how the decumulation strategy works.

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episode

5 Levels of Wealth AND How to Achieve Them! (2023 Edition)

We believe there are five distinct levels of wealth, but they aren’t solely dependent on income or net worth. We’ll…

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resource

Net Worth Template

It’s our favorite time of year: time to complete your annual net worth statement!

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