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Category: Financial Planning

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Level 5 of Building Wealth! (5 Levels of Wealth)

  In this highlight, we focus on level five of the five levels of wealth. We discuss why this step…

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episode

5 Levels of Wealth AND How to Achieve Them! (2023 Edition)

We believe there are five distinct levels of wealth, but they aren’t solely dependent on income or net worth. We’ll…

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episode

Average Net Worth By Age in 2023!

It’s time for one of our most anticipated shows of the year: our annual Net Worth By Age show! In…

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episode

Top 4 Money Mistakes People Make During the Holidays!

There’s a reason why financial resolutions are always near the top of the list in January – many Americans spend…

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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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article

2022 Money Guy Holiday Gift Guide

Having trouble finding something for that hard-to-shop-for family member? Want to treat yourself a little this Christmas? Look no further…

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episode

Financial Advisors Share What They WISH They Knew About Money Earlier!

Have you ever felt like if you just knew this one thing about money earlier your finances would be in…

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episode

Dave Ramsey vs. The Money Guy: Which Strategy is The Best?

Dave Ramsey has an incredible legacy of helping folks get out of debt and take control of their financial lives.…

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episode

Top 4 Financial Mistakes We Saw This Year! (2022)

We saw some wild financial mistakes this year during the bear market. From making extreme changes to portfolio allocation, chasing…

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episode

How Millionaires Build Wealth! (With Dave Ramsey)

Join us for a very special episode as we welcome personal finance radio host and influencer Dave Ramsey to The…

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