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Life is full of large expenses. Weddings, trips, home buying, cars, education, renovations, etc. We all face the challenge of saving up for these larger financial goals, often many times. One of our favorite things to do as advisors is to help people plan for and achieve them! In this episode, we share the do’s and don’ts of how to pay for those bigger expenses.
Subscribe on these platforms or wherever you listen to podcasts for new episodes every Friday, live streams every Tuesday at 10am CT, and new highlight clips throughout the week.
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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Tax Guide 2024
Updated for 2024! Ever wonder what the highly trained professionals use to tax plan? Wonder no more! We’ve assembled the…
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I Have a Lot of Money, but I Don’t Feel Wealthy!
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How about more sense and more money?
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.
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.
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