Oct 7

Don’t Make This Huge Roth Mistake

⁠⁠⁠⁠Roth conversions can be an incredible retirement tax-planning tool—but doing one at the wrong time could leave you paying more in taxes than necessary. Brian and Bo break down 5 situations where a Roth conversion may not make sense, including high-income years, future tax bra ... Show More

1h 6m

Oct 5

Financial Advisors React to Actually Hilarious Money Clips

Start a free trial, and get 50% off your first year of Monarch Core Tier with code MONEYGUY at https://bit.ly/monarch-moneyguy Financial advisors react to hilarious money advice, investing memes, budgeting fails, sports betting, home buying, and viral personal finance clips from ... Show More

18m 51s

Oct 2

The Biggest DIY Investing Mistakes

DIY investing can be a powerful way to build wealth—but even experienced investors can make costly portfolio mistakes. Brian and Bo break down 7 common investing mistakes, including overlapping index funds and ETFs, poor asset location between Roth IRAs, 401(k)s and brokerage acc ... Show More

37m 10s

Feb 2022

480 - What to do with $25,000 in 2022: Numerous investment options make it easy to get started in Real Estate by Heide Brandes

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15m 16s

Feb 2022

479 - DON’T REINVENT THE WHEEL! General STR Analysis Part 2 by Avery Carl

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7m 48s

Dec 2023

EP5: Dilemma Q&A - confidence, friendships, dating & life goals