Resources

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…

Wealth Multiplier By Age

How much to save every month to become a millionaire.

Home Buying Checklist

Answer these questions BEFORE you consider buying a home.

Car Buying Checklist

Here’s how to buy a dependable car that won’t break the bank.

Net Worth Template

It’s our favorite time of year: time to complete your annual net worth statement!

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…

When Should I Claim Social Security?

Social Security can have big impacts on your retirement. But knowing when to draw Social Security can depend on a…

New Child Checklist

Planning for a new child is so exciting! But as parents, we know it can also start to feel overwhelming.…

What 1% More Can Do For You

Small decisions can have profound impacts on your financial future.

Got An Old 401(k)?

Deciding what to do with your old 401(k) can be a pain. We're here to make it easy.

Are You on Track to Be a Millionaire?

This PDF will let you know! Are you on track to be a millionaire by 65? Do you want to…

What’s Your Money “Why?”

Get the first download included with Millionaire Mission for free! Understanding your relationship with money and what drives your financial decisions is…

Tax Guide 2024

Updated for 2024! Ever wonder what the highly trained professionals use to tax plan? Wonder no more! We’ve assembled the…

Tax Guide 2025

Updated for 2025! Ever wonder what the highly trained professionals use to tax plan? Wonder no more! We’ve assembled the…

8 Questions to Ask Your Financial Advisor

These 8 questions will help you know for sure! Whether you’re looking for a new advisor or you’re already working…

Are You a Prodigious Accumulator of Wealth?

Is your net worth on-track for retirement? A Prodigious Accumulator of Wealth (PAW) has twice or more than the expected…

Net Worth by Age (Compared to Peers)

We did the math. How are you doing relative to your peers? Discover what your Net Worth should be by…

The Money Guy Guide to Retirement

Here are 9 insights you don’t want to miss… Whether you are 30 years away from retirement or 5 years…

Refinance Guide

Learn everything you need to know to do it right. This guide breaks down how refinancing works, when it’s a…

10 Commandments of Creating Wealth

Bo and Brian have distilled their nearly 40 years of combined experience working with successful families and individuals down to…

Inside the Life of a Money Guy Millionaire

Take a peek inside the mind of a millionaire and see how they spend, invest, and live!

5 Healthy Ways to Deal with Investment Uncertainty

Fear is a powerful emotion that can hinder your ability to take action on your finances, but it can also…