What Should Your Next Financial Move Be?

What Should Your Next Financial Move Be?

Up next

This Tax Advice Could Land You In Jail ft. Jasmine DiLucci

You can check out Jasmine’s content here: https://www.youtube.com/@taxleverage Can viral tax hacks actually land you in prison? Tax attorney, CPA, and Enrolled Agent Jasmine DiLucci joins Brian and Bo to separate legal tax avoidance from illegal tax evasion. From writing off your ...  Show more

Financial Advisors Versus the Internet

⁠⁠⁠⁠Is viral financial advice helping you build wealth—or leading you toward costly money mistakes? Financial advisors Brian and Bo react to internet money gurus and break down the truth about 401(k) investing, Roth vs. traditional retirement accounts, financial advisor fees, rea ...  Show more

Recommended Episodes

Retirement [7/7 Series Pt. 1]
The WealthAbility Show with Tom Wheelwright, CPA

Are you thoroughly prepared for your retirement? Have you decided which plan is best for your dreams ahead?  Learn more about your ad choices. Visit megaphone.fm/adchoices 

How Do I Know If I am On Track to Retire!? (Money Q&A)
The Personal Finance Podcast

In this episode of the Personal Finance Podcast, we are going to do a Money Q&A about: how do I know if I am on track to retire! Today we are going to answer these questions: Question 1: How do I Know If I am On Track to Retire? Question 2: Can both my Spouse and I max out our HS ...  Show more

Which Accounts Should I Draw From In Retirement? (Rapid Fire Q&A)
The Personal Finance Podcast

In this episode of The Personal Finance Podcast, Andrew answers 15 listener questions ranging from Solo Roth 401k strategies and crushing $117,000 in student loans to whether a 19-year-old should build credit and how to pass brokerage accounts to your kids without tax headaches. ...  Show more

How I would Invest Large Sums of Cash - Money Q&A
The Personal Finance Podcast

In this episode of the Personal Finance Podcast, we are going to do a Money Q&A about how I would invest a large sum of cash. Today we are going to answer these questions: Question 1: I am 50 and want to Retire at 62. Can I retire? Question 2: Should I keep my job? Question 3: Ho ...  Show more