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The Catalog

All books.

Six titles, written to be read in order—but each one stands alone. Start with the foundation, branch into the freelance track if you work for yourself, build your AI-powered income stream, go deep on trading tactics, apply everything to your 40s, and zoom out to the frontier when you want to see where the puck is going.

Grown-Up Money cover
Foundations Beginner

Grown-Up Money

The complete wealth-building system, from emergency funds to advanced investing. Stop living paycheck to paycheck and build a plan that actually fits your life.

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Freelance All levels

Finance for Freelancers

The complete financial system for the self-employed. Tax strategy, Solo 401(k) contributions up to $69,000 per year, income smoothing, and the automation stack that makes saving automatic when no payroll department does it for you.

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Learn, Trade, Profit cover
Tactics Intermediate

Learn, Trade, Profit

Options strategies for consistent, risk-aware income. Position sizing, the Greeks made plain, and 14 reproducible setups you can run yourself.

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Million-Dollar Bitcoin cover
Frontier All levels

Million-Dollar Bitcoin

The crypto thesis without the hype. Blockchain fundamentals, the case for digital scarcity, and a sober framework for sizing crypto exposure inside a real portfolio.

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Money Moves in Your 40s cover
Life Stage Intermediate

Money Moves in Your 40s

Retire rich, protect your family, and win the financial second half. The specific, time-sensitive decisions available only in this decade—from catching up on retirement savings to optimizing Social Security to closing the healthcare planning gaps that narrow with every passing year.

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Build Intermediate

Make $150K with AI

Five AI-powered business models, the math for each, outreach scripts that land real clients, and the operating systems that keep a $150,000 solo business healthy past launch day.

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The arc

Six books, read in order.

Each title stands alone, but read together they walk you from the foundation of a real financial life, through the self-employed track if you work for yourself, to the AI-powered income playbook for building a six-figure solo business, to the active strategies that grow wealth, to the decade-specific moves that lock in your retirement, to the frontier that's reshaping what money even is.

  1. 01

    Build the foundation.

    Start with Grown-Up Money. If you don't have an emergency fund, a written budget, and a clear plan for retirement contributions, this is where the work begins.

  2. 02

    Build the freelance track.

    If you're self-employed, read Finance for Freelancers next. The Solo 401(k), quarterly taxes, income smoothing, and the financial architecture that replaces the scaffolding employment used to provide—built specifically for how you earn.

  3. 03

    Add active strategies.

    Move to Learn, Trade, Profit once your foundation is set. Options aren't a get-rich tool—they're a way to generate income from positions you already hold.

  4. 04

    Win the financial second half.

    Money Moves in Your 40s is for anyone in the decade when the compounding math is most urgent and the planning tools are most powerful. The retirement number, the tax strategies, the Social Security playbook—all of it specific to this window.

  5. 05

    Understand what's next.

    Million-Dollar Bitcoin is for the part of your portfolio that's looking ten years out. Read it last, but don't skip it.

  6. 06

    Build your AI income stream.

    Make $150K with AI is the playbook for turning your existing expertise into a real $150,000 solo business with AI tools that cost less than $200 per month. Five models, real client scripts, and the operating discipline to make it last.