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Navigating the world of fee structures, letter designations, and financial strategy can be daunting. In this episode, we take the guesswork out of this big decision. Let’s break down how to know it’s time to recruit the help of an advisor and whether or not they have your best interest at heart!
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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
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
Believe it or not, the concept of saving for your own retirement is a fairly recent creation. Brian, our Money Guy, predates the 401(k) plan....
Articles
A pension plan is a retirement plan that provides a certain amount of income every month in retirement. Also called defined benefit plans, if you...
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
The math to be a millionaire may be more achievable than you think, but it changes dramatically based on your age. Whether you are starting...
Episodes
Are your investments in the right accounts? We explain the three types of investment accounts, which assets should live where to maximize tax efficiency, and...
Episodes
Are you financing too much car? We break down the 20/3/8 rule, reveal which car brands pass our Money Guy test for dependability and value,...
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