Max Finance

We discuss how couples can work together to maximize their finances to achieve their goals and learn that there’s no one size fits all. 

We discuss contribution and withdrawal strategies for investment accounts when pursuing early retirement.

We discuss how to set a goal, select a safe withdrawal rate and model scenarios using calculators.

We discuss the basics of FIRE: What it is, What’s different, and How it works.

We discuss what to look for when choosing a financial institution for your investments.

We discuss personal finance tools to help you budget, plan for retirement and track your net worth to reach financial success.

We discuss the differences between brokerage, IRA, and 401k accounts and important considerations when choosing between them.

We review important milestones to achieve before you begin investing. Hint: Have positive cash flow, build an emergency fund, pay off high interest debt.

We discuss the basics of passive investing and why we think it’s the best way to maximize your money over the long term.

We discuss how your goal’s timeline and flexibility should be considered when determining investments and corresponding risk level.