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Tag: wealth building

122 results found
article

Financial Planning 101 For 20 Year Olds

Updated: June 18, 2025

The financial decisions you make in your twenties are crucial to building a solid financial foundation. In this highlight, Brian…

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article

Is it Smart to Roll Closing Costs into Your Loan?

Updated: March 17, 2025

In this highlight, Brian and Bo discuss if it is a good idea to roll over closing costs into your…

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article

Is It Time to Open a Brokerage Account for Your Investments?

Updated: June 18, 2025

Is there a good reason to contribute to a brokerage account? In this highlight, we discuss when it makes sense…

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episode

Watch This Before Rebalancing Your Investment Portfolio!

Updated: April 1, 2025

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!

Updated: November 7, 2023

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?

Updated: March 17, 2025

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

Updated: March 17, 2025

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?

Updated: June 18, 2025

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!

Updated: April 1, 2025

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!

Updated: November 7, 2023

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

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