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One of the greatest appeals for having a financial advisor is the comfort we feel in having an "expert" do our investing for us. We fear that we don’t know what we’re doing with our own money. Most of...

The same behavior that helped you become financially independent—relentless saving and optimization—can become the exact thing keeping you stuck. Cody Garrett explores financial psychology, cognitive...

Should you open a 529, Trump account, or UTMA for your kids? CFP Cody Garrett and CPA Sean Mullaney cut through the hype with practical wisdom on college savings, tax efficiency, and why preserving op...

Your 401(k)'s default target date fund could be costing you 4x more than buying the same index funds yourself. Cody Garrett breaks down what's really inside these 'simple' one-fund portfolios.

Roth conversions create taxable income on purpose — but does everyone need them? Two experts weigh in

In this episode: inflation, coast FI, early retirement planning, future tax liability, IRA's and 401k's, and diversification.