Retirement planning is one of the most complex areas of personal finance — and one of the most frequently misunderstood. The rules are layered, the tax implications are significant, and the decisions made today have compounding consequences that play out over decades. These are the kinds of questions BudgetDog Academy students bring to open Q&AContinue reading “Rule of 55, Backdoor Roth, Solo 401(k), and More: Retirement Planning Questions Answered”
Tag Archives: Budgetdog Academy
This Week’s BudgetDog Academy Q&A: 15 Financial Questions Answered
Every week, BudgetDog Academy students bring their real financial questions to a live, open Q&A session with Brennan Schlagbaum — a licensed CPA — and his team. No scripted topics. No surface-level answers. Just specific questions from people actively managing their money, answered with the clarity and depth you would expect from a trained financialContinue reading “This Week’s BudgetDog Academy Q&A: 15 Financial Questions Answered”
Brennan Schlagbaum Discusses the Financial Principles Behind BudgetDog Academy
Brennan Schlagbaum, licensed CPA and founder of BudgetDog Academy, recently appeared on a podcast episode that goes deeper than the numbers. The conversation covers the financial philosophy, coaching approach, and real principles that underpin the BudgetDog program — and why those principles consistently produce results for students across a wide range of starting points. TheContinue reading “Brennan Schlagbaum Discusses the Financial Principles Behind BudgetDog Academy”
Mandy’s Journey to Her First $100,000 Invested With BudgetDog Academy
In January 2025, Mandy had somewhere between $9,000 and $10,000 invested across all platforms. Today, she has crossed $100,000. That is not a typo. That is what happens when someone stops guessing and starts following a real system — consistently, over time, without stopping. Where Mandy Started Where Mandy Started Mandy came into BudgetDog AcademyContinue reading “Mandy’s Journey to Her First $100,000 Invested With BudgetDog Academy”
Jeremy’s BudgetDog Academy Results: $26,944 Net Worth Growth in Just 15 Weeks
Fifteen weeks. That is all it took for Jeremy and his wife to add $26,944 to their net worth, get their finances organized and automated, and find an extra $450 every month to throw at their mortgage principal. This is not a highlight reel from someone a decade into the program. This is what theContinue reading “Jeremy’s BudgetDog Academy Results: $26,944 Net Worth Growth in Just 15 Weeks”
Debt, Crypto, IULs, and More: Financial Resilience and Debt Management Questions Answered
Good financial decisions do not come from avoiding hard questions. They come from asking the right ones — and getting honest, qualified answers. Inside BudgetDog Academy, students bring real questions to every open Q&A call. Brennan Schlagbaum, a licensed CPA with a seven-figure net worth built before age 30, answers them directly — without softeningContinue reading “Debt, Crypto, IULs, and More: Financial Resilience and Debt Management Questions Answered”
Roth IRA Rollovers, Emergency Funds, Layoffs, and More: This Week’s Top Financial Q&A
Most people navigate their biggest financial decisions without ever talking to someone qualified to help them make those decisions well. They search online, ask friends, or guess — and hope the outcome is not too costly. BudgetDog Academy students take a different approach. Every week, they bring their real financial questions to an open Q&AContinue reading “Roth IRA Rollovers, Emergency Funds, Layoffs, and More: This Week’s Top Financial Q&A”
Brennan Schlagbaum Supports the Dravet Syndrome Foundation’s Latest Research Initiative
The Dravet Syndrome Foundation recently announced five new research grant awards totaling $1.4 million, marking a significant investment in the fight against one of the most severe and treatment-resistant forms of epilepsy affecting children. Brennan Schlagbaum, founder of BudgetDog and BudgetDog Academy, is an active supporter of this cause — and his involvement reflects somethingContinue reading “Brennan Schlagbaum Supports the Dravet Syndrome Foundation’s Latest Research Initiative”
A Net Worth Increase and a Million-Dollar Milestone: Jessica’s BudgetDog Academy Story
One year inside BudgetDog Academy. A $188,000 net worth increase. A seven-figure milestone crossed. Four countries visited. And a retirement timeline that is no longer a vague someday — it is a date on a calendar. That is Jessica’s 12-month story, and every number in it is real. Where Jessica Stood Before the Year BeganContinue reading “A Net Worth Increase and a Million-Dollar Milestone: Jessica’s BudgetDog Academy Story”
Kelly Went From First-Time Investor to Six Figures
Three years ago, Kelly opened her first brokerage account with almost no money and zero investing experience. She was terrified of making the wrong move. Today, she is celebrating a milestone she genuinely did not expect when she first logged into BudgetDog Academy and took that first uncertain step. Her story is not about luck.Continue reading “Kelly Went From First-Time Investor to Six Figures”