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No matter how much you know about finance, you’ve definitely heard about life insurance: maybe from commercials pitching it as something to buy your baby, or a family member or friend that got into the industry. Is life insurance worth getting or something you should avoid? How do you decide to choose what type of life insurance to buy?
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Free Resources
Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...
Free Resources
If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.
Free Resources
Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...
Articles
Health insurance premiums may make up a significant portion of your budget. How can you find more affordable health insurance? Is it ever worth going...
Articles
Each year we conduct an annual survey of our millionaire clients. Some of the data is not too surprising. Yes, they have much higher than...
Articles
There’s not a great way to say it: estate planning requires you to think about what happens when you die. That’s not a pleasant thing...
How about more sense and more money?
Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.
Free Resources
Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...
Free Resources
If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.
Free Resources
Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...
It's like finding some change in the couch cushions.
Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.
Episodes
Think your rental barely breaks even? We reveal the shocking math when this couple asks if they should sell their duplex to reclaim their time...
Episodes
Big changes are coming to 401(k)s! And, 595K hit 401(k) millionaire status in Q2 2025, but 41% cash out when changing jobs. Watch now to...
Episodes
If you're between 27 and 43 with six figures invested, you're in the often-overlooked "messy middle" between reaching your first $100,000 and retirement. Bo breaks...
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