Podcast Episodes
Back to SearchThe Heart of The Messy Middle | Making a Millionaire
Luke (29) and Anna (30) have a $342K net worth, but they're stuck in the messy middle with three kids under seven and completely different money phil…
3 months ago
How to Build a Financial Plan By Age
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, e…
3 months ago
Buy Now Pay Later: The Data Revealed
How many Americans are actually using Buy Now, Pay Later (BNPL) services? And how much is it helping or hurting them financially? Financial Advisors,…
3 months, 1 week ago
Financial Advisors Correct The Internet
What happens when you mix internet chaos, misguided financial advice, and sports betting? We react to wild financial advice online from buying a Ferr…
3 months, 1 week ago
Was It Easier For Previous Generations To Build Wealth?
TikTok says it's impossible for Gen Z to get ahead, but what does the data actually show? In this episode, we analyze income levels, inflation rates,…
3 months, 1 week ago
How Much Should You Save for Retirement?
Our new and improved resource: How Much Should You Save shows how much you should save at your age for your target retirement goals. We walk you thro…
3 months, 2 weeks ago
From Broke in Their 30s to Millionaires in Their 50s | Making a Millionaire
Jason (54) and Candida (54) have seen a major transformation in their financial journey. In their 30s, their net worth was over negative $250,000. No…
3 months, 2 weeks ago
Average 401k Balance By Age (2026 Edition)
Have you ever wondered how much the average American has in their 401k? We've done the research and we've found the answers! Don't miss this breakdow…
3 months, 2 weeks ago
Are You Making This Mistake With Your Cash?
Your emergency fund is so important it takes up TWO steps of The Financial Order of Operations. Far too many Americans, though, are not prioritizing …
3 months, 3 weeks ago
Financial Advisors React to the WILDEST Money-Making Schemes
We all like making money. So, why not react to the wildest money-making schemes? Brian Preston (CFP®, CPA) and Bo Hanson (CFA®, CFP®) are back reacti…
3 months, 3 weeks ago