BONUS call 027

Ari, a physician, has been accumulating assets for several years and recently realized that the bulk of his money is in stocks. Now Ari is thinking his portfolio should be more balanced but he’s worried about the tax hit if he starts moving things around.

BONUS call 026

This week on the BONUS call it’s yet again the all too familiar question about heavy, heavy student loan debt.

BONUS call 025

Up until now everything David has saved has been 100% invested in stocks. Now that he’s in his 30s is it time to start diversifying?

BONUS call 024

Up until now everything David has saved has been 100% invested in stocks. Now that he’s in his 30s is it time to start diversifying?

BONUS call 023

Brian and his wife have lived overseas for a while and in the process built up a nest egg of about 600k. Now back in the States they have to find a house and are wondering how to do it without blowing through all the money they’ve accumulated.

BONUS Call 022

Remember folks, there are certain things that need to be happening before you’re ready to take the next step. This call will help walk you through the process.

BONUS call 021

It’s so great and satisfying when we’re able to expose people to the world of finance through the podcast.

BONUS call 020

This week on the BONUS call I had to pick a side. I was either going to side with our caller, Dustin from Minnesota, or his wife. Only in their 30s, these guys are in great shape. They already have a good nest egg going and are able to save a solid amount each year.

BONUS call 019

We love starting them young on Better Off, and that’s certainly the case with Kevin from Maryland, our latest BONUS call.

BONUS call 018

You know, life isn’t always as we plan it…it’s not always a simple, straight line.