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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Retirement planning

Learn how to unlock your financial future and start building wealth today.

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Tax advantaged accounts

401(k) vs IRA? Everything you need to know about which accounts are right for you.

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Wealth building

Build wealth like a pro and boost your financial gains with these tips and best practices.

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Tax planning 101

Discover tax efficiency tips to keep more of what you earn.

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Personal finance basics

Tips, tricks, and best practices to navigating your personal finances.

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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.

Learn more

Our editorial team

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