In this episode we are going to go through 11 steps to buying a home the right way.

It is important that you don’t rush into this big purchase.  We will talk about things you can do, should do, and what mistakes you can avoid.

In this episode we will discuss a step by step guide to determining the percentage of how much you should have in stocks and bonds/cash.  This is also known as asset allocation.  As you will come to learn in this episode asset allocation is very important when looking at a projected long-term return of your investments.  It is not an exact science but more of an art when determining from individual to individual what is right.  Many great investors of our time will differ slightly in their recommendations.

Show Notes

In this week’s episode we are going to talk about 10 Investing Rules of Thumb.  Use these 10 rules as a guide when you are making decisions.

Show Notes

In this week’s episode, we are going to talk about using a framework that can help you decide whether to pay off debt or invest your money.  We will go through the framework and follow that up with some tangible examples that you can relate to.  This framework can also be used whether in other scenarios besides just deciding between debt or investing your money.

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In today episode you will learn what are the most important actions that you can take today and as you go forward in order to provide you a life you desire.  The flexibility, confidence, and freedom to do what you want.  To live that fulfilling life you have always desired and deserve.

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In today’s episode we are going to talk about what investment vehicles aka accounts are available to you.   We will discuss how you can navigate which one is best for you and where to initially start.  Towards the end we will discuss some self-employed accounts as well.

Accounts discussed:

401(k) or 403(b) up to the full employer match.

HSA, if you are eligible.

Employer’s plan if it has good investment options and low fees.

IRA, either Roth or Traditional.

Backdoor Roth IRA, if you’re not eligible for a regular IRA contribution.

Taxable account

Solo 401k

SEP IRA

SIMPLE IRA

Show Notes

In this weeks episode we discuss credit 101.  Specifically why it is important, how you can check your credit score, how you can build it up, and the top Do's and Don'ts.

Show Notes

In this week episode we will be discussing the top planning strategies you can take to get ready for college.  This is good information for both parent and student. Enjoy!

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In this episode we are going to be discussing the top two ways that you can save for college.  Specifically we will be discussing mainly the use of 529 plans and taxable account also known as a brokerage account.

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In this week's episode we are talking about the steps you should take when choosing investments inside your 401k or any workplace retirement account.  We will also discuss 5 big items affecting your investment success.

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