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Is Infinite Banking a Good Way To Build Wealth?
Chances are you’ve heard of the concept of using a whole life insurance policy as your personal bank. We often get asked about it on the show, and as an…
 • 
Daniel May, CFP®
4
How To Think About Housing and Relocating When Serving in the Military
Buying a home when you are in the military, or must move frequently due to work, can be tricky. We believe purchasing a home only makes sense if you can…
 • 
Daniel May, CFP®
1
Is the Housing Market Crashing?
Housing prices skyrocketed during the pandemic. The median price of a home sold in the US went from just over $300,000 to nearly $500,000. With low…
 • 
Daniel May, CFP®
3
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Net Worth By Age in 2022: How Do You Stack Up?
 • Daniel May, CFP®
5
Are Target Date Retirement Funds Still a Smart Investment?
 • Daniel May, CFP®
2
3 Flaws in Dave Ramsey’s Investment Strategy
 • Daniel May, CFP®
11
How Much Should I Be Saving for Retirement?
 • Daniel May, CFP®
8
The IRS Just Announced 2023 Tax Changes!
 • Daniel May, CFP®
6
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How To Save for Retirement When You Have a Pension
How do you invest for retirement when you have a pension? Our Money Guy guidelines suggest investing 25% of your gross income for retirement, but it can…
 • 
Daniel May, CFP®
2
Net Worth By Age in 2023: How Do You Stack Up?
Keeping track of your annual net worth is an extremely important tool in tracking where you’ve been, where you’re at, and where you’re going. It’s the…
 • 
Daniel May, CFP®
6
Which Is Better: Lump Sum Investing or Dollar Cost Averaging?
Lump sum investing beats dollar cost averaging about ⅔ of the time. Markets go up the majority of days, weeks, months, and years, so putting your money…
 • 
Daniel May, CFP®
1
How To Estimate Future Expenses in Retirement
Estimating your living expenses in retirement is the ultimate variable to determine how much you need to have saved (and how much you need to be…
 • 
Daniel May, CFP®
How To Buy a Car the Right Way
Some financial influencers believe that everyone should pay for their car in cash. The value of a car drops like a rock as soon as it’s driven off the…
 • 
Daniel May, CFP®
3
When Should You Pay Off Your Mortgage Early?
We’ve long been proponents of thinking twice before paying your mortgage off early. With long-term mortgage rates at 3% or less, the decision to invest…
 • 
Daniel May, CFP®
6
Top 5 Financial Steps to Success for New Graduates
Young adults or those that just graduated from high school or college are probably wondering how to get off on the right foot financially. At a young…
 • 
Daniel May, CFP®
FYI by FTE
FYI by FTE
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