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Shelby and Dustin share their journey from managing separate finances to working as a unified team. With a $400K net worth, a looming $57K student loan, and ambitious goals for both college savings and retirement, they faced tough decisions on where each dollar should go. Brian and Bo guide them through restructuring their priorities, understanding their “true” retirement number, and building a plan that funds near-term needs without sacrificing long-term dreams.
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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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I Have a Lot of Money, but I Don’t Feel Wealthy!
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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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