You work hard, but are you enjoying the payoff? Today we are talking about how to spend with intention, save smart, and make room for the moments that matter most.

Full show notes: https://www.bonfirefinancial.com/living-for-today
To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com
Disclosure: https://www.bonfirefinancial.com/disclosure

Think Social Security doesn’t matter if you’re wealthy? In this episode, Brian explains why it does, and how to maximize your Social Security benefits so your kids or favorite charity will thank you.

Full show notes: https://www.bonfirefinancial.com/maximize-your-social-security-benefits

Get your Social Security Cheat Sheet: https://www.bonfire.financial/social-security-medicare-cheat-sheet

To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

Disclosure: https://www.bonfirefinancial.com/disclosure

Most people think Roth conversions are just a retirement tax move. In reality, they can be one of the most powerful estate planning tools available. In this episode, we break down how a well-timed Roth conversion can help your family avoid a massive tax bill, and why paying a little now could save your family a lot later. If you’re serious about leaving a legacy (not a tax mess), this one’s for you.

Full show notes: https://www.bonfirefinancial.com/roth-conversion-strategies
To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com
Disclosure: https://www.bonfirefinancial.com/disclosure

The word gets thrown around a lot. But what does it really mean to work with a fiduciary? In this episode, Brian breaks down what a fiduciary is, why it matters, and how it impacts your financial life. He shares real-life examples and explains how to tell whether your advisor is truly putting your interests first.
Full show notes: https://www.bonfirefinancial.com/fiduciary-financial-advisor
To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com
Disclosure: https://www.bonfirefinancial.com/disclosure

Most investors think they understand their risk tolerance until markets drop or an opportunity knocks. In this episode, Brian breaks down why risk tolerance is more art than science, how asymmetric risk fits into a smart investment strategy, and how to take calculated risks without putting your long-term goals at risk. Full show notes: https://www.bonfirefinancial.com/asymmetric-risk
To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com
Disclosure: https://www.bonfirefinancial.com/disclosure

What's actually in your mutual fund? Most people don't know. In this episode, we break down mutual funds and EFTs and clear up common misconceptions.

Full show notes: https://www.bonfirefinancial.com/mutual-funds-explained

To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

Disclosure: https://www.bonfirefinancial.com/disclosure

Want to give more and pay less in taxes? Brian reveals how donor-advised funds help you do both, plus the strategy smart givers use to maximize deductions and impact.

Full show notes: https://www.bonfirefinancial.com/donor-advised-funds

To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

Disclosure: https://www.bonfirefinancial.com/disclosure

In this episode of The Field Guide, Brian breaks down the basics of private equity and why it can be a smart move for business owner. From common misconceptions to different ways to invest (without running a company yourself), he covers how private equity works, who it’s suited for, and how it can play a meaningful role in your long-term wealth strategy.

Full show notes: https://www.bonfirefinancial.com/investing-in-private-equity

To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com

Disclosure: https://www.bonfirefinancial.com/disclosure