Insights

 

1 min read

S1E9 | Psychology of Money Pt.4

“Progress happens too slowly to notice and setbacks happen too quickly to ignore. As soon as something happens and stocks go down dramatically, everybody's ready to panic. That's where the psychology of money comes in. In that situation,...

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1 min read

S1E8 | Year-End Tax Planning

“Taxes aren’t just a thing that you let happen and figure out afterward. It really should be a...

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3 min read

Retirement Planning for Freelancers and Independent Contractors

Being your own boss makes a lot of things easier. Retirement planning isn’t necessarily one of...

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4 min read

Which College Savings Account is Right for Your Family?

There’s a certain kind of middle-of-the-night worrying that’s unique to parents and guardians of...

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1 min read

S1E7 | Psychology of Money Pt.3

“What we have to remember is that investing has a price, but it's not a dollar and cents price. ...

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1 min read

S1E6 | Credit Scores

“Having a good credit score basically means you're a low risk person. That’s what it really boils...

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1 min read

S1E5 | Psychology of Money Pt.2

“Money can't buy happiness because once you get that boat and car, you just think ‘onto the next...

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1 min read

S1E4 | Homeowners Associations

“The first question that people have to ask themselves when considering a homeowners association...

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3 min read

Why Should You Go With a Roth 401(k)?

If you’re overwhelmed by the variety of retirement accounts available to you, know that you’re not...

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1 min read

S1E3 | Psychology of Money Pt.1

“Behavioral finance is going to be a big area of financial planning going forward. This is not...

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