Don't F-Up Your Retirement: You Built It. Don't Let Retirement Break It.

The word gets thrown around a lot. But what does it really mean to work with a fiduciary? In this episode, Brian breaks down what a fiduciary is, why it matters, and how it impacts your financial life. He shares real-life examples and explains how to tell whether your advisor is truly putting your interests first. 
Full show notes:  https://www.bonfirefinancial.com/fiduciary-financial-advisor
To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com
Disclosure: https://www.bonfirefinancial.com/disclosure

Most investors think they understand their risk tolerance until markets drop or an opportunity knocks. In this episode, Brian breaks down why risk tolerance is more art than science, how asymmetric risk fits into a smart investment strategy, and how to take calculated risks without putting your long-term goals at risk.  Full show notes:  https://www.bonfirefinancial.com/asymmetric-risk
To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com
Disclosure: https://www.bonfirefinancial.com/disclosure

HOLD

What's actually in your mutual fund? Most people don't know. In this episode, we break down mutual funds and EFTs and clear up common misconceptions. 

Full show notes: https://www.bonfirefinancial.com/mutual-funds-explained

To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

Disclosure: https://www.bonfirefinancial.com/disclosure

Want to give more and pay less in taxes? Brian reveals how donor-advised funds help you do both, plus the strategy smart givers use to maximize deductions and impact.  

Full show notes:  https://www.bonfirefinancial.com/donor-advised-funds

To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

Disclosure: https://www.bonfirefinancial.com/disclosure

In this episode of The Field Guide, Brian breaks down the basics of private equity and why it can be a smart move for business owner. From common misconceptions to different ways to invest (without running a company yourself), he covers how private equity works, who it’s suited for, and how it can play a meaningful role in your long-term wealth strategy.  

Full show notes:  https://www.bonfirefinancial.com/investing-in-private-equity

To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

Disclosure: https://www.bonfirefinancial.com/disclosure

It’s not flashy. It’s not fun. But it works. Brian dives into the boring strategy that could be the difference between a smooth retirement and a financial freakout. Spoiler: it’s diversification, and it matters way more than you think.  

Full show notes:  https://www.bonfirefinancial.com/diversification  

To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

Disclosure: https://www.bonfirefinancial.com/disclosure

Markets are down, nerves are up, but this isn’t the time to panic. In this episode, Brian shares why the dollar-cost averaging investment strategy isn't so average. Tune in to learn how a steady hand and a solid plan can turn market dips into long-term wins.

Full show notes:  https://www.bonfirefinancial.com/dollar-cost-averaging-in-down-markets

To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

Disclosure: https://www.bonfirefinancial.com/disclosure

In this episode of The Field Guide, Brian Colvert sits down with Jacob Morgan—owner of a top 1% Farmers Insurance agency—to unpack the surprising risks wealthy homeowners face today. From rising premiums in high-risk areas to common mistakes in luxury coverage, Jacob shares expert insights on how high-net-worth individuals can better protect their homes, cars, and assets in a rapidly changing insurance landscape.  

Full show notes:  https://www.bonfirefinancial.com/insurance-for-high-net-worth-individuals

To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

Disclosure: https://www.bonfirefinancial.com/disclosure

Market downturns can feel unsettling, but they also present unique opportunities—especially for Roth conversions. In this episode we break down why converting to a Roth during a dip can set you up for tax-free growth and long-term financial advantages. Learn how to maximize your investments when prices are low and make downturns work in your favor.  

Full show notes:  https://www.bonfirefinancial.com/roth-conversion
To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

Disclosure: https://www.bonfirefinancial.com/disclosure