Think there’s a secret financial strategy only the ultra-wealthy know about? It might not be that deep. In this episode, Kali and Eric break down why the best path to…
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Join us as we dive deep into college planning, including how to pick your perfect college, reduce how much it costs, and maximize the financial aid available to you with…
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Pull back the curtain on a financial advisor’s personal quarterly financial planning process. In this episode, Eric and Kali share the exact order of operations they use to manage their…
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Estate planning isn’t just for the ultra-wealthy or elderly or “other people who need it but not me.” It’s a critical financial planning step for anyone who is trying to…
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There’s often a big disconnect between what investors expect from the market… and the reality of what good, long-term, properly risk-adjusted investing looks and feels like. Today, we’re tackling that…
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What’s your first money memory? How much are you ACTUALLY saving each year? Where do you have a hard time using your money? These kinds of financial questions rarely come…
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Whether you’re worried about losing your job, concerned about your investments, or just feeling uncertain about the economy, this episode gives you a clear action plan to turn anxiety into…
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Are you constantly running on empty, juggling work, family, and endless household tasks? Then you may need to take advantage of an often-underutilized strategy for high-earning professionals: use your money…
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Everyone says “invest for the long term” and “stay the course”—but what does that actually mean? When the market drops 12% within a few weeks, is your 10-year timeline really…
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