Can you let your foot off the gas for investing once you reach certain financial goals?
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 YouTube for early access a ... 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
Apr 2024
Ask HTM - Investing Deadlines, Building Generational Wealth, & Coping With Financial Regrets #808
<p>Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step g ... Show More
56m 36s
Jun 2024
How Much Should I Be Investing?
💵 Sign up for EveryDollar today - Create a free Budget!
Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible!
Next Steps:
💰Need Help ... Show More
6m 24s
Oct 2024
Is It Wise To Move My Investments Into an HSA?
💵 Sign up for EveryDollar today - Create a free Budget!
Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible!
Next Steps:
💰Need Help ... Show More
7m 10s