All Episodes
Episodes
Nontraditional Tax Saving Strategies
Taxes don’t have to be a headache, especially when you know how to work the system! In this episode, we’re diving into non-traditional tax-saving strategies for high-income earners. Learn how Dr. Brittne saved $25,000...
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Tax Deductions, Extensions, and Maintaining your Sanity
Tax season is approaching, and while it might feel like a roller coaster, we’ve got your back! In this episode, we’re sharing practical strategies to navigate the chaos, reduce stress, and stay on top of your tax...
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Navigating Multiple 401ks & Retirement Accounts
Juggling multiple retirement accounts can feel like a financial circus, but with the right strategy, you can make them work for you. In this episode, we dive deep into strategies for managing and maximizing multiple...
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Solo 401K accounts and the Mega Backdoor Roth
If you have a side gig, there’s a powerful way to grow your wealth while protecting it from taxes. In this episode, we delve into the benefits and nuances of Solo 401ks and the advanced Mega Backdoor Roth IRA...
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Improve your Financial Life in 2025
Too many people leave money on the table simply by not optimizing their finances. In this episode, we discuss actionable ways to elevate your financial well-being in 2025, from being mindful of where to keep your...
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Are you wasting money on these things?
Despite your best intentions, you’re probably wasting money without even realizing it. In this episode, we explore the hidden money leaks draining your budget and how to stop them. From bank and investment fees to...
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Navigating the Backdoor Roth IRA
A Backdoor Roth IRA is a powerful tool for building long-term, tax-free wealth, but navigating the process can be tricky. In this episode we break down the basics and advanced strategies of the backdoor Roth IRA—what...
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Answering the questions you were too embarrassed to ask about index funds
Index fund investing is a simple and effective way to build wealth through diversified, passive investments, but it can feel overwhelming at first. In this episode, we break down everything you need to know. From the...
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Upgrade Your Investing in 2025
Starting your investment journey can feel overwhelming, but it doesn't have to be complicated. In this episode, we walk you through five key steps to help you navigate the process with confidence, from taking...
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The 3 levels of saving, how to start Investing, & creating an optimal spending plan
Building a strong financial foundation isn’t just about earning; it’s about protecting what you’ve built and spending wisely. In this episode, we break down essential money moves you should prioritize when creating a...
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Create your 2025 Financial Plan
As we are still starting the year, it's the perfect time to plan, set goals, make adjustments, and set the tone for a successful 2025. In this episode, we’re diving into actionable strategies to create a rock-solid...
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Multiple streams of income, charitable giving, & investment diversity
Discover how to elevate your financial game by tapping into multiple income streams and diversifying your investments. In this episode, we share our journey of building wealth through various avenues, from our primary...
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