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After watching Discovery Channel’s Shark Week, we realized the financial world has its own ferocious apex predator. Roth assets sit on the top of the food chain! They get tax-free growth, provide emergency access to your funds, and there are no required minimum distributions for these kinds of assets.
In this show, we break down how Roth assets can help you grow your wealth exponentially!
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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
Do you have a substantial amount of assets in pre-tax retirement accounts like a traditional IRA or 401(k)? If so, it could make sense to...
Articles
We’ve been known to refer to Roth accounts as the apex predator of building wealth. They have the incredible ability to grow tax-free and qualified...
Articles
As the name implies, the Mega Backdoor Roth strategy is a way to build a very large amount of tax-free Roth dollars for retirement. While...
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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