In this special episode of the BiggerPockets Money Podcast, Mindy Jensen and her husband Carl head to The Money Guy Show studio for a comprehensive portfolio review with Brian Preston and Bo Hanson. After years of maximizing traditional 401(k) contributions to reduce their tax bill, they've built substantial wealth, but now they're asking an important question: Have they fallen into the middle class trap? Together, they break down Mindy and Carl's investment portfolio, retirement accounts, tax strategy, and long-term financial plan to determine whether they're on the right path.

Whether you're pursuing FIRE, planning for early retirement, or looking to optimize your portfolio, Brian and Bo share actionable advice to help you avoid costly financial mistakes and create lasting wealth.

To go beyond the podcast:

• Kick start your financial independence journey with our FREE financial resources - https://biggerpocketsmoney.com/
• Subscribe on YouTube for even more content- www.youtube.com/biggerpocketsmoney 
• Connect with us on social media to join the other BiggerPockets Money listeners - https://www.facebook.com/groups/BPMoney

Connect with The Money Guys:

• Website: moneyguy.com
• YouTube: youtube.com/c/MoneyGuyShow?sub_confirmation=1
• Instagram: instagram.com/moneyguyshow

We believe financial independence is attainable for anyone no matter when or where you’re starting. Let’s get your financial house in order!

Learn more about your ad choices. Visit megaphone.fm/adchoices