The Bull Oak Capital Blog

I was recently interviewed by Tyrone Ross for the Human Advisor podcast. This podcast is dedicated to highlighting how modern advisors across the United…

 Do you know your why? Consultant and executive coach, Darren Reinke, joins me today to discuss money, freedom, and the…

How your IRA, 401(k), and other saving plans are affected by the SECURE Act Since Congress passed the Setting Every Community…

There is very little doubt that the U.S. economy narrowly avoided a recession this year. We faced numerous concerns that threatened economic growth, and…

What is tax-loss harvesting? In its purest form, tax-loss harvesting is designed to save you money on your realized taxes today…

This year-end financial planning checklist is the perfect tool for ensuring that your habits line up with your financial goals. We’ll cover a range…

You can never have too much information on Social Security. Brody Rosenfeld is on the Solid Financial Advice podcast today to help me dissect…

Year-end is the ideal time to take stock of your finances and match them up with your goals and aspirations. Making a few strategic…

Some of the most famous investment advisors out there are involved in Active Fund Management – big name people like Warren Buffett and George…