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Category: Financial Planning

503 results found
ultimate guide

FOO – Your Ultimate Guide to Money Guy’s Financial Order of Operations

Updated: August 25, 2025

How do you know what to do with your next dollar? Should you invest it, pay off debt, pay for…

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Millionaire Mission (Brian’s Book)

A 9-step system to level up your finances and build wealth. Get your copy and start your millionaire mission today!

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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…

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Net Worth Template

It’s our favorite time of year: time to complete your annual net worth statement!

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Net Worth by Age (Compared to Peers)

We did the math. How are you doing relative to your peers? Discover what your Net Worth should be by…

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10 Commandments of Creating Wealth

Bo and Brian have distilled their nearly 40 years of combined experience working with successful families and individuals down to…

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Inside the Life of a Money Guy Millionaire

Take a peek inside the mind of a millionaire and see how they spend, invest, and live!

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episode

What It’s REALLY Like to Build Wealth in the Military

Updated: August 29, 2025

Fifteen years ago, they couldn’t pay their bills. Today, they’re worth $4 million. Discover how a military family combined discipline,…

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episode

X% of Americans Will NEVER Retire… (featuring Erin Talks Money)

Updated: August 27, 2025

Nearly 70% of Americans doubt they’ll ever retire. With Erin from Erin Talks Money, we unpack what JP Morgan’s study…

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Financial Advisors React ft. Erin Talks Money

Updated: August 25, 2025

We are joined by Erin from Erin Talks Money to react to viral clips on Roth IRAs, compounding wealth, renting…

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