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Free Resources

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Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

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...

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Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

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Free Resources

Car Buying Checklist

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

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Articles

When Does It Make Sense to Pause Investing?

The highlight discusses the financial complexities of maximizing employer benefits, emphasizing the importance of disciplined savings, especially for high-income earners, to secure a comfortable retirement...

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How Do You Invest Across Different Account Types?

Learn how to optimize your investments across different account types, including Roth, taxable, and 401(k) accounts, with tailored strategies for each. Discover how to maximize...

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What Is Considered Critical Mass During Wealth Building?

We discuss when to diversify your investments and recognize critical mass in your portfolio. Learn strategies for maximizing your savings rate and achieving financial success...

Financial FAQs

Courses & Tools

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.

Financial Order of Operations®: Maximize Your Army of Dollar Bills! Thumbnail

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

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...

Wealth Multiplier By Age Thumbnail

Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

Car Buying Checklist Thumbnail

Free Resources

Car Buying Checklist

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...

Recent Episodes

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.

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Episodes

How to Build a Financial Plan (By Age)

Discover the perfect financial plan for each decade - from budgeting basics in your 20s to building a legacy in your 50s and beyond. Your...

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Episodes

The Tax Bomb Hiding In Your Retirement Account (Don’t Wait)

RMDs can affect more than just your taxes, and not having a plan can cost your retirement. Bo explains the four ways RMDs hurt retirees...

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Episodes

This Financial Crutch is Devastating Americans

Should you use Buy Now, Pay Later in 2026? We walk through recent data on this trending financial "tool" and share practical ways to stay...