The Field Guide: Simplify, Navigate and Elevate Your Financial Life

Brian Colvert | Bonfire Financial
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You are at the heart of the story behind Bonfire Financial. We believe that like a bonfire, life should be filled with celebration and memorable experiences. Money is often the way to get there, and that is what the Filed Guide Podcast is about, helping you find creative solutions to balance living for today and saving for tomorrow. Hosted by the CEO of Bonfire Financial, Brian Colvert, CFP®, each episode will bring you ideas to simplify, navigate and elevate your financial life.

  1. 1 NGÀY TRƯỚC

    What to Do with an Old (or Forgotten) 401k  

    Got an old 401k sitting with a past employer? You’re not alone. In this episode, we cover how to track down forgotten accounts, your best rollover options, and how to keep your retirement savings working for you.   Full show notes: https://www.bonfirefinancial.com/old-401k To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure

    11 phút

  2. 1 THG 10

    The Best Age to Retire? It’s Not What You Think   

    Everyone asks, “What’s the best age to retire?” but the truth is, age has little to do with it. In this episode, we dig into the history of retirement, the myths about spending less, and the real question you should be asking: when will you have enough to live the life you want? Full show notes: https://www.bonfirefinancial.com/best-age-to-retireTo learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure

    15 phút

  3. 24 THG 9

    The Cash Balance Plan Advantage: Maximize Savings, Minimize Taxes

    Think 401(k)s are the limit? A Cash Balance Plan could change everything, especially for business owners and high earners who want to catch up on savings fast. https://www.bonfirefinancial.com/cash-balance-plan To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure

    16 phút

  4. 17 THG 9

    Retirement Planning Mistakes: Don’t Forget These Hidden Costs!

    Think you’ve covered all your bases for retirement? Think again. In this episode, we uncover the most common expenses retirees overlook. These hidden costs can derail even the best-laid plans. Tune in to learn how to spot them early and protect your future.https://www.bonfirefinancial.com/retirement-planning-mistakes To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure

    17 phút

  5. 10 THG 9

    How Portfolio Rebalancing Can Help You Stay on Track for Retirement

    Market shifts can quietly change your portfolio’s risk profile. Rebalancing helps preserve wealth, maintain diversification, and keep long-term plans aligned. Tune in to learn how rebalancing keeps your portfolio aligned with your goals, through both bull and bear markets. Full show notes: https://www.bonfirefinancial.com/rebalancingTo learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure

    15 phút

  6. 3 THG 9

    Wills and Trusts: What You Need to Know to Pass On Your Wealth Wisely

    Wills and trusts aren’t just necessary legal documents, they’re the tools that determine how smoothly your wealth transfers across generations. In this episode we explore the nuanced differences between the two, when each makes sense, and how to preserve both privacy and control while protecting your legacy. Full show notes: https://www.bonfirefinancial.com/wills-and-trustsTo learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure

    27 phút

  7. 27 THG 8

    ETFs vs. Mutual Funds: What’s the Real Difference? 

    ETFs or mutual funds, which one’s right for you? In this episode, we cut through the jargon and break down the real differences (and surprising similarities) between these two investment staples. Tune in to learn how they work, why it matters, and which option is best for you.  Full show notes: https://www.bonfirefinancial.com/etfs-vs-mutual-funds To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.comDisclosure: https://www.bonfirefinancial.com/disclosure

    19 phút

  8. 20 THG 8

    HSA Benefits: How to Use Your Health Savings Account for Maximum Impact

    Listen in to unlock your HSA’s full potential, from tax savings to unexpected uses, and why it can be a game changer for your retirement plan.   Full show notes: https://www.bonfirefinancial.com/hsa-benefits  To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com Disclosure: https://www.bonfirefinancial.com/disclosure

    12 phút
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Giới Thiệu

You are at the heart of the story behind Bonfire Financial. We believe that like a bonfire, life should be filled with celebration and memorable experiences. Money is often the way to get there, and that is what the Filed Guide Podcast is about, helping you find creative solutions to balance living for today and saving for tomorrow. Hosted by the CEO of Bonfire Financial, Brian Colvert, CFP®, each episode will bring you ideas to simplify, navigate and elevate your financial life.

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