Free tools from every episode

Hearing a great idea doesn't change anything. Acting on it does.

Every episode of the InvestBetter.™ Podcast comes with a free tool that turns the conversation into steps you can work through: questions to answer, numbers to run and decisions to think through.

The tools

EP 1

The Investment Decision Filter

4 questions to ask before any investment.

Read Episode 1

EP 2

The Financial Plan Checklist

The 6 areas a real financial plan covers, and which ones you have.

Read Episode 2

EP 3

The Growth Flywheel

Treat your marketing like an investment, not an expense.

Read Episode 3

EP 4

The Generosity Planner

Make generosity part of your plan.

Read Episode 4

EP 5

Your Investment Process

6 questions to answer before you say yes.

Read Episode 5

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Join the movement and we'll send you the tools from every episode, plus each new one as it comes out.

Your Financial Plan Score · Free

Do you really have a financial plan?

It's not a financial plan. It's a clear place to start.

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