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We’re guilty. Lifestyles of the Rich and Famous and Cribs influenced our childhood ideas of what wealth looks like more than we would like to admit. Today, we work with wealthy folks from all over the country and help them make smart financial decisions. The contrast between common perceptions of wealth and the characteristics of truly successful people is stark! In this episode, we pull back the curtain to reveal what true financial success looks like and what milestones or characteristics you should (and should not) strive to emulate.
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Free Resources
Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...
Free Resources
If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.
Free Resources
Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...
Articles
In the One Big Beautiful Bill Act (OBBBA) passed last year, a new type of account called a 530A account or Trump account was authorized....
Articles
Over longer periods of time, index funds tend to outperform actively managed funds in most categories. Recently, total assets in index funds have surpassed the...
Articles
About 45% of people in the US have a side hustle or second job. Most Americans with a side hustle aren’t making a life-changing amount...
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.
Free Resources
Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...
Free Resources
If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.
Free Resources
Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...
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.
Episodes
Discover the perfect financial plan for each decade - from budgeting basics in your 20s to building a legacy in your 50s and beyond. Your...
Episodes
RMDs can affect more than just your taxes, and not having a plan can cost your retirement. Bo explains the four ways RMDs hurt retirees...
Episodes
Should you use Buy Now, Pay Later in 2026? We walk through recent data on this trending financial "tool" and share practical ways to stay...
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