Financial Planning 101 (By Age) 2023 Edition

Financial Planning 101 (By Age) 2023 Edition

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We Changed The 4% Rule!?

Retirement planning isn't as simple as following the classic 4% rule anymore. In this video, Brian and Bo explain why the traditional retirement withdrawal strategy deserves an update, how William Bengen's latest research changes the conversation, and why your retirement age shou ...  Show more

Is Aggressive Saving Derailing Their Short Term Goals?

Joey (24) and Lia (24) are doing almost everything right: nearly $240,000 in net worth, close to $200,000 in household income, aggressive retirement investing, and a wedding on the horizon. But living in the San Francisco Bay Area brings a new challenge: should they keep investin ...  Show more

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