The 9 Secrets to Retirement Success
After a combined 30+ years of experience in financial planning, we’ve seen retirement done right… and NOT right. So what are the key factors that will make or break your retirement? Whether it’s stress testing your plan for weaknesses or understanding how your mindset will affect your success – we unpack it all in this […]
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Top 10 Financial New Year’s Resolutions – Are They Worth It??
We break down the most popular financial resolutions and tell you whether or not they’re actually worth it. The ones that are worth it? We’ll give you Money Guy tips to help you accomplish them, starting the year out strong! Research and resources in this episode: Top 10 financial New Year’s resolutions and how to […]
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Financial Order of Operations Course
Maximize Your Army of Dollar Bills! Knowing exactly what to do to grow your money can feel like a mystery. Turns out, money does have an instruction manual.
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How to Become a Millionaire! (By Age)
Who wants to be a millionaire? Everyone.
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5 Levels of Wealth AND How to Achieve Them!
How do you know you’re on the right track on the path to financial abundance?
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Top 10 Year-End Tax Planning Tips for 2020!
Make sure you maximize your tax dollars this year!
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Did 2020 Destroy the FIRE Movement?!
Financial freedom lets you do what you want, when you want, and how you want. FIRE (Financial Independence/Retire Early) is the dream that you can take advantage of this sooner! So, how has 2020 affected the FIRE movement? We pull out the big guns and run some example Monte Carlo simulations in real time with […]
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How to Get a Good Deal on a Car Purchase!
Is your car keeping you poor?
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5 Signs You’re NOT Ready to Be Wealthy!
Everyone wants to be wealthy, but wanting it and being ready for it are two very different things.
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6 Financial Decisions Your FUTURE Self Will Regret!
I think it’s safe to say that 2020 is a year we would all like to leave behind. If we could travel back in time, there are lots of things we would have told our 2019 selves to do differently. Take that trip, go to that movie, invest in virtual meeting software! While we don’t […]
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