The $2 Million Plan No Advisor Wants You to See - The Details
A special thanks to this week's sponsors: Bilt: if you are looking to level up your rewards game, time to check out how to get something back for your biggest annual expense: your rent or mortgage. ...
23 Helmi 27min
How to Invest $5 Million (The Only 4 Portfolios You’ll Ever Need)
A massive "thanks," as always, to this weeks's sponsors: Anthropic: I use Claude every hour of every day to optimize my life. If you haven't explored what Claude can do for you and your business, ...
16 Helmi 33min
The 3 Retirement Numbers You Actually Need
If you're interested in learning more about this week's partners: Copilot Money: I rarely recommend financial apps to my friends, but after suggesting that a few of my friends (all of whom work in ...
9 Helmi 35min
5 Ways to Invest (And Spend) $2 Million
A massive thank you to those who make this show possible! Facet: Every January we obsess over physical health. But what about your financial health? If you're ready to actually get a plan instead ...
2 Helmi 38min
5 Things the Insurance Industry Doesn't Want You to Know
This week's episode is brought to you by: Facet. They provide you with access to a team of fiduciary CFP® professionals who gets paid to help you—not to sell you whole life insurance to fund their ...
26 Tammi 35min
The 3-Day Workweek Blueprint: How to Buy Back 104 Days a Year | Andy Hill
This week's endeavor in free financial literacy for all, brought to you by: LMNT: You can have all the money in the world, but if you don't feel good physically, none of it matters. For years, I'd...
19 Tammi 44min
The Rebalancing Lie Every Financial Advisor Tells You
A massive thank you, as always, to this week's sponsors: Copilot Money: Want to actually see where your money goes without judgment or manual spreadsheets? Copilot Money connects all your accoun...
12 Tammi 34min
Why I Buy Stocks at All Time Highs
Here are some truly helpful resources from this week's sponsors: First, the ONLY way I am able to make this much content, day in day out, is by feeling my best. Always. And that starts with my wor...
5 Tammi 31min
