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Throughout every decade, there are different areas of your financial life that come in and out of focus. In this episode, we’ll discuss what you need to focus on by age, pitfalls to watch out for, and how to know you’re doing it right.
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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
In the One Big Beautiful Bill Act (OBBBA) passed last year, a new type of account called a 530A account or Trump account was authorized....
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...
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
Doing all the right things with money, but it just feels... boring? Learn our four tips to help you stay motivated through steps six and...
Episodes
Think $1 million is enough to retire? Bo reveals what that number actually buys you, and how Social Security and inflation can change everything.
Episodes
Could the biggest factors in a fulfilling retirement have less to do with your savings than you think? We break down the mindset shifts, habits,...
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