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Tag: financial planning

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30-Year-Olds’ Guide to Wealth: The 3-Bucket Strategy (2024 Edition)

You might not have a lot of extra money or time in your 30s – but contributing to retirement accounts…

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How to Win Financially Making $100,000 a Year!

$100,000 sounds like a lot on paper, but chances are you could be starting to progress in your career with…

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Exclusive Sneak Peek of Millionaire Mission by Brian Preston

An exclusive interview with the Money Guy himself! He dives into the writing process, his path to wealth, and everything…

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Should We Switch to S&P Before Hiring a Financial Advisor?

My wife and I are 20+ years from retirement. We are close to where we hire a financial advisor within…

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What Should I Do With $400,000 Cash?

How do you decide what to do with large sums of money? I have about $400k sitting in an HYSA.…

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Should I Treat Roth and Traditional Assets Equally in My Net Worth Statement?

When looking at our year end net worth update should we value Roth and traditional money the same way or…

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How Should the 25% Savings Rate Be Allocated?

In this highlight, we discuss the importance of financial planning and allocation of savings in retirement accounts, cash, and taxable…

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