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It can be hard to know what makes someone “wealthy” depending on where they are in their journey; a $100,000 portfolio at 20 is a lot different than a $100,000 portfolio at 60. Beginning with the end in mind and breaking the wealth-building journey down into smaller goals per decade can be a valuable exercise in triaging your situation. In this video, we lay out some wealth checkpoints you could shoot for by the end of each decade (20s, 30s, 40s, 50s) to assess where you are on that curve.
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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
It’s easy to become discouraged if you have an average or below average income. Saving for retirement is normally more difficult with a lower income;...
Articles
It’s difficult to overstate the risk of spending too much in retirement (or saving too little for retirement). Running out of money means moving in...
Articles
Do you have a substantial amount of assets in pre-tax retirement accounts like a traditional IRA or 401(k)? If so, it could make sense to...
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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
Discover the perfect financial plan for each decade - from budgeting basics in your 20s to building a legacy in your 50s and beyond. Your...
Episodes
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...
Episodes
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...
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