ONE-UP FINANCIAL BLOG

Mar 13, 20230 min read

How to Pick the Right 401(k) Funds in 2023

Mar 9, 20239 min read

5 Ways to Optimize Your 401(k) in 2023

Sorry to be the bearer of bad news, but your 401(k) provider is not acting in your best interest! Instead, their fiduciary obligation is...

Feb 14, 20232 min read

Revocable Trust: Is It Right For You?

Transcript summarized below: Revocable Trusts Often called a living trust, a revocable trust is an estate planning tool that allows the...

Feb 9, 20235 min read

Should You Set Up a Trust in 2023?

(Like all of our posts, this piece is for informational purposes only and should not be construed as investment, tax or legal advice)...

Jan 30, 20239 min read

10 Things to Look for When Choosing a Financial Advisor in 2023

Did you know there are roughly 100 different types of professional advisor titles to choose from? Here are a few of the more common:...

Jan 17, 20238 min read

5 Biggest Investment Lessons Learned in 2022

Before you start tackling those New Year's resolutions that, let's face it, start to lose their luster a few months in, I want to share...

Dec 15, 20229 min read

What the Rich Don't Tell You About Making Money

You’ve heard these money-saving tips before, right? Max out your IRA. Open a high yield savings account. Cut Starbucks out of your...

Nov 28, 20226 min read

4 Tips to Save Big Money on Taxes in 2022

There are a lot of ways to save money on taxes, but only a few that actually result in meaningful savings. In this video, I'm going to...

Oct 26, 20225 min read

How to Make More Money in Retirement

Solve basic problems! Quick story: My wife and I are in the process of hiring contractors for various home renovation projects. To give...

Oct 20, 20228 min read

7 Tips to Survive a Recession in Retirement

With another rate hike under our belt and several more on the way, the likelihood of a recession in 2023 is at an all-time high. If...

Sep 21, 20226 min read

The Future of Financial Advice

I had the privilege of attending Future Proof, the world's first wealth festival this year held in Huntington Beach, California. The...

Aug 31, 20225 min read

How Much Money Do You Need to Retire?

By far the most common question I get is, "Eric, how much do I need to retire?" In this video, I'm going to answer this age-old question...

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