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Megan seemed to have it all (a high income, a 60% savings rate, and a net worth climbing fast). But behind the numbers was sleepless anxiety, financial clutter, and fear of doing it wrong. We overhaul Megan’s plan, building a clear strategy that balances aggressive savings with enjoying life now. From simplifying accounts and automating wisely, to unlocking a mega backdoor Roth conversion that could save her millions, this journey is a masterclass in achieving financial success and making your future self proud.
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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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How Much Should You Save?
How much of your income can you replace in retirement? You can replace different portions of your income in retirement…
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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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