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Category: Financial Planning

498 results found
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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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Why High Earners Are Actually Broke

You won’t believe how many six-figure earners feel broke. This episode unpacks the 5 most common mistakes high earners make…

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Is $100k Income Enough in 2025?

$100K used to be the gold standard, but is it still enough in 2025? We explore what Americans say they…

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From Guilt to Growth: Rewriting Your Money Story

This episode follows an engaged couple who overcame $100K in credit card debt and built a $550K net worth by…

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