School of wealth

We know you want to retire early and live your best life free of money stress. Don't worry about financial freedom – use these resources to learn how to get there.

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About Playbook

You only have one life, and it’s often filled with long work days and stress about money. It doesn’t have to be that way. The reality is, wealth is freedom.

We created Playbook to help you reach financial freedom — the moment when you can stop working, and start living your meaningful life without money stress.

Playbook is your friendly guide so you can pay less in taxes (the legal way!) and put your money in the right places automatically. Money stuff can feel hard, but we’re here to help you along the way.

What a relief.

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Our editorial team

Tanza Loudenback, CFP®


Phil Wettersten, Series 7 & 66

Head of Product Success

Theo Katsoulis, CFA

Head of Investments

It’s hard to beat the market, but it’s easy to beat the tax man.