Skip to site content

Category: Financial Planning

675 results found
resource

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!

View Post

resource

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…

View Post

resource

Net Worth Template

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

View Post

resource

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…

View Post

resource

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…

View Post

resource

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!

View Post

article

I Have a Lot of Money, but I Don’t Feel Wealthy!

The amount you have invested for retirement might tell you that you’ve made it, but in your head you could…

View Post

episode

What You Need to Know About the New Tax Bill

We unpack the biggest proposed changes to tax laws - from standard deduction updates to child tax credit increases -…

View Post

episode

Young Couple Is Saving for Their Future Family Over Themselves

Daniel and Lindsay, 25, already own a rental property and are planning for family life. We help them (and you)…

View Post