Secret Page for So Money Listeners

The lowdown on all of the freebies we chatted about on So Money.

Advisor showing a high-earning young client their long-term investment trajectory.

Thanks for hanging out

with Farnoosh and me!

Below are the free resources I mentioned on our So Money chat PLUS a couple of the most popular episodes of my podcast, The F. Word. Enjoy!

Millennial couple planning for early retirement with wealth management support.

The Ultimate Guide: Planning for Parenthood

Ready for the truth about how much a kid REALLY costs? Let’s start planning smart, not scared.

FREE Guide

CLICK HERE FOR ACCESS
Young creative professional using money management tools and guidance from a modern RIA.

Getting Started: How to Buy Your First Home

Buy your first home without the rookie mistakes. Avoid common money traps, plan like a pro, and decide if homeownership is even the right move for you.

FREE Guide

CLICK HERE FOR ACCESS

A few episodes that pick up where we left off…

Money Crash Course

Stop winging it! 6 quick videos to start building wealth in under an hour.

Episode 01 | Lifestyle Creep

Episode 02 | Life or Debt

Episode 03 | Give Me Some Credit

Episode 04 | Saving is Sexy

Episode 05 | Investing 101

Episode 06 | Couples & Money

Ready to join the club as our favorite new client?

The first step is to book a free 20-min “Fit Check” with a member of our team.

Book a Call