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237 methodologies · 9 categories

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Personal FinanceSoon

4% Rule

Based on William Bengen

Withdraw 4% in year one, adjust for inflation every year after — never outlive your money

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Personal FinanceSoon

Baby Steps Framework

Based on Dave Ramsey

Seven numbered steps — in strict order — from your first $1,000 to a paid-off mortgage

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Personal FinanceSoon

Buy This, Not That

Based on Sam Dogen

The 30/30/3 and 1/10th rules — a clear verdict on every major purchase you'll ever make

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Personal FinanceSoon

Cash Flow Quadrant

Based on Robert Kiyosaki

Find out which quadrant owns your time — and how to own theirs instead

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Personal FinanceSoon

CFP 7-Step Financial Planning Process

Based on CFP Board

Plan your financial life the way CFP professionals are required to — all 7 steps, all 6 domains, fiduciary standard throughout

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Personal FinanceSoon

Dollars and Sense

Based on Dan Ariely & Jeff Kreisler

We misthink money predictably — and that predictability is what makes it fixable

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Personal FinanceSoon

Financial Freedom

Based on Grant Sabatier

Calculate your FI number, maximize income, and buy back decades of your life

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Personal FinanceSoon

Happy Money Happy Life

Based on Jason Vitug

Rewrite your money story and spend every dollar in ways that actually make you happy

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Personal FinanceSoon

Intelligent Investor Framework

Based on Benjamin Graham

Score every stock against Graham's 7 criteria, compute intrinsic value, and only buy with a margin of safety

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Personal FinanceSoon

The Automatic Millionaire

Based on David Bach

Get rich without a budget — automate savings before you can spend them

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Personal FinanceSoon

The Energy of Money

Based on Maria Nemeth, Ph.D.

Money is energy — stop letting old beliefs and Monkey Mind control how yours flows

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Personal FinanceSoon

The Mindful Millionaire

Based on Leisa Peterson

Uncover the money stories you inherited — and build wealth that actually feels like yours

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Personal FinanceSoon

The Psychology of Money

Based on Morgan Housel

Survive being wrong, pay the fee, fix the goalpost — decide money like you'll sleep on it

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Personal FinanceSoon

The Richest Man in Babylon

Based on George S. Clason

Save a tenth of all you earn — Babylon's Seven Cures for a lasting fortune

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Personal FinanceSoon

The Simple Path to Wealth

Based on JL Collins

One index fund, two life phases, and the number that sets you free

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Personal FinanceSoon

You Need A Budget (YNAB)

Based on Jesse Mecham

Give every dollar a job before the month begins — and stop living paycheck-to-paycheck

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