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Tag: financial planning

507 results found
resource

Millionaire Mission (Brian’s Book)

A 9-step system to level up your finances and build wealth. Get your copy and start your millionaire mission today!

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resource

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…

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Tax Guide 2025

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

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resource

New Child Checklist

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

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episode

The Tools to Wealth-Building (Do This to Be Rich)

Think wealth building is complicated? Think again. This episode reveals the simple yet powerful formula of discipline, money, and time…

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episode

What You Need to Know About the New Tax Bill

We unpack the biggest proposed changes to tax laws - from standard deduction updates to child tax credit increases -…

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episode

Young Couple Is Saving for Their Future Family Over Themselves

Daniel and Lindsay, 25, already own a rental property and are planning for family life. We help them (and you)…

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episode

How Much Home Can You ACTUALLY Afford in 2025 (By Salary)

Can you actually afford a home in today’s market? We walk through income vs. affordability data, explain our proven home…

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episode

7 Cash Flow Milestones Worth Celebrating (2025 Edition)

Think you're behind in your financial journey? You might be closer than you think. We reveal seven milestones that show…

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episode

Can This Family of 6 Survive the Messy Middle? (Over $80k in Debt)

From feeling financially behind to crafting a path to wealth, Kaitlyn and Aaron’s journey is proof that small changes can…

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