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We believe that insurance plays an important role in managing risk and protecting you and your family from unforeseen events. However, we also believe that some salespeople take advantage of the unsuspecting public through difficult to comprehend policies that aren’t always in the best interest of the consumer. One of the more popular concepts is called“infinite banking” or “bank on yourself.” Is infinite banking a good investment?
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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
Health insurance premiums may make up a significant portion of your budget. How can you find more affordable health insurance? Is it ever worth going...
Articles
Each year we conduct an annual survey of our millionaire clients. Some of the data is not too surprising. Yes, they have much higher than...
Articles
Money is a ubiquitous stressor. 71% of Americans say that money is a significant cause of stress in their lives. Financial stress is frequently caused...
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
Owning a home has long been considered the American dream, but is it smarter to rent in 2026? We share our case study to show...
Episodes
Does it ever feel like everyone else has more money than you? We reveal the five genuine indicators you're doing well on your financial journey,...
Episodes
Goldman Sachs says there's a 30% chance of a recession, but does that number actually mean anything? We dive into the data, explain why the...
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