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Episode 237. “We bought our dream house. Then he lost his job.”

 Karen (45) and Chad (44) built their lives around a high income: buying their dream home in a high-cost city and raising three kids with confidence…

What Is a Mutual Fund? (Types, Fees, and How It Works)

Find out exactly how mutual funds work and how you can leverage them to make you money The post What Is a Mutual Fund? (Types, Fees, and How It Work…

Rebalance Portfolio: When and How to Adjust Your Investments

Rebalancing your portfolio means adjusting your investments back to your original target mix of stocks, bonds, and other assets. Over time, some inve…

Episode 236. “She spent $5K behind my back. How can I trust her?”

 Alex (34) and Jackie (33) have been married for 11 years, raising four young kids while navigating a financial dynamic that’s been strained for nea…

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