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Ever wish you had permission to spend guilt free?
As financial advisors, people expect us to advise on saving money and spending less, but one of our favorite parts is being that voice of reason and letting people know when they can take their foot off the brake and start living like no one else! Let’s walk through 3 surefire signs that you’re ready to start spending a little more on the things you love. We cover financial priorities, making memories, and keeping your life balanced.
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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
There is no need to wait until an arbitrary date on a calendar to make positive changes in your financial life, but if you are...
Articles
Americans aren’t feeling good about their finances. Last year, 16% of Americans said they believed their financial situation would be worse in a year. Now,...
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
Is passive income really passive? We explain 3 common passive income myths and share our preferred strategy that helps you measure twice and cut once.
Episodes
Are you a Gen Z or Millennial discouraged about retirement? Discover how the vast majority of millionaires got there as regular savers, plus our new...
Episodes
Think your rental barely breaks even? We reveal the shocking math when this couple asks if they should sell their duplex to reclaim their time...
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