"I Got a Higher-Paying Job - What Should I Do...

How should your financial plan evolve as you age? The Financial Order of Operations shows you what to do with your next dollar, but life insurance, estate planning, and tax strategy require a deeper framework. Financial Advisors, Brian Preston and Bo Hanson, walk through the six ...  Show more

How many Americans are actually using Buy Now, Pay Later (BNPL) services? And how much is it helping or hurting them financially? Financial Advisors, Brian Preston and Bo Hanson, ⁠⁠⁠⁠break down recent data on BNPL usage, and discuss their concern with the rising trend. Then stick ...  Show more

In this episode of the Personal Finance Podcast, we are going to do a Money Q&A about how do I set up finances as a newlywed couple. Today we are going to answer these questions: Question 1: How do I set up Finances as a Newlywed? Question 2: How do I move my Roth IRA? Question 3 ...  Show more

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

Today, finance expert Jaspreet Singh dives into the world of financial responsibility, mindset shifts for wealth building, and the art of savvy investing. 

Lewis and Jaspreet unpack complex financial concepts using everyday language and relatable personal examples. From ...

Want to pay off your debt faster? Stick around! This week, you’ll learn five ways to speed up your debt payoff. Plus, don’t miss my #1 tip for never running out of money before your next paycheck, and Nisha Vora joins me to share some of her favorite grocery shopping hacks and af ...  Show more