Should you be worried about a possible upcoming recession, and how should you prepare your financial strategy?
We'll walk you through that question and more in today's Q&A episode!
Jump start your journey with our FREE financial resources
Reach your goals faster with our products
Take the relationship to the next level: become a client
Subscribe on You ... Show More
Jul 6
Is Aggressive Saving Derailing Their Short Term Goals?
Joey (24) and Lia (24) are doing almost everything right: nearly $240,000 in net worth, close to $200,000 in household income, aggressive retirement investing, and a wedding on the horizon. But living in the San Francisco Bay Area brings a new challenge: should they keep investin ... Show More
59m 25s
Jul 3
Why This Money Advice Has EXPIRED
Traditional financial advice isn't always wrong—but some money rules simply haven't kept up with today's economy. Brian and Bo break down 5 pieces of financial wisdom that may be expired, including whether you really need a college degree, if 10% savings is enough for retirement, ... Show More
35m 23s
Jul 1
Let's Talk About The CoastFIRE Epidemic
Coast FIRE has exploded in popularity, but is it really the financial freedom strategy people think it is? In this episode, Brian and Bo break down how Coast FIRE works, who it benefits, and the biggest retirement planning risks many people overlook. You'll learn how investment g ... Show More
1h 4m
Sep 2023
Mastering Money to Thrive in a Recession
<p>From prudent financial management to strategic investments, this episode covers a wide range of topics aimed at helping individuals and businesses navigate the challenges posed by a recession. Whether it's building a robust financial cushion, diversifying income streams, or ad ... Show More
51m 32s
