In this episode: Are they a fiduciary Are they a CFP® Pro What types of clients do they work with? Do they understand your...
In this episode: Budgeting sucks …. Do this instead Budgeting … It’s feels so negative Instead think of align your cashflow with your...
In this episode: How to Get the Most of Your Employee Beneftis Medical Insurance HSA vs. No HSA Disability Insurance Life Insurance Dependent...
In this episode: Do I need life insurance? Reasons you may want life insurance What kind of life insurance should I get? Read Blair's...
Description: How many mutual funds should I own? What is a mutual fund vs ETF? Index or Active Examples Instead of # of funds,...
Description: Should James get a 15 year or 30 year mortgage? Let's look at the numbers What is amortization? A great hack for...
Description: Where should you invest after maxing out your retirement plan? Make sure you actually maxed out your retirement benefits Roth IRA Health...
Description A fun math problem that explains compounding Time = Magic - It's a long term game Do retirees need compounding? It is magic,...
Description Scott and James discuss how to align your money with life: Focus First on What is Most Essential to You Kinder's...