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3 Additional Podcast Episodes: These audio deep-dives cover hiring your financial dream team, investing for retirement, and automating your money, so your finances stop living in your head and start working behind the scenes.
The Wealth Team Question Guide: Confidence-boosting conversation starters for your accountant, bookkeeper, and advisor. These questions help you ask smarter, get better answers, and finally feel like the CEO of your money.
Money Monday Spreadsheet: A simple but powerful tool to track your income, expenses, and net worth—because clarity is the first step to control.
Zero-Based Budget Template: Learn how to give every dollar a job (without giving up your iced lavender lattes). This template helps you spend intentionally without the guilt.
The Shortcut List: Our go-to finance books, podcasts, and resources so you stop wasting time Googling and start learning from the best.
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