Free Wealth Tools & Resources | Be Wealthy

Home/Free Resources

Free Resources

Free tools to start building wealth today.

Every tool Brett uses with his coaching clients and mastermind members. All of it free. Run your numbers and stop guessing at what your money is actually doing.

Interactive tools

Run your real numbers.

Five tools that do the math for you. Plug in your own deals and see where you actually stand.

Free workbook · Start with this one

Get Free in 5.

The workbook Brett gives real estate pros who want to own the assets instead of just selling them. Put in your real numbers, score yourself on the eight areas that decide whether you get free, and walk out with your next five moves written down.

Eight-area scorecardYour next five movesAbout an hour to finishFree
The four stages of Get Free in 5 drawn as a staircase: get good, you are the business, build the team, your money works
Rental portfolio

SFR Reality Check

Own rentals? Type in last year's numbers and see what your equity really earns. Takes about ten minutes. Free, and it emails you your results.

Open the tool
Commercial

Commercial Buyer's Cheat Sheet

Looking at a commercial building? Plug in the numbers and the tool shows you what it is really worth, step by step. Then it emails you the breakdown.

Open the tool
Compounding

Wealth Calculator

See how your money grows when you invest it and leave it alone. Set what you add each month, a return, and a goal. Watch the year you hit it. No email needed.

Open the calculator
Flips

Flip vs Quick Flip Calculator

Weigh a full flip against a quick assignment on the same house. Type in four numbers and see the profit both ways, side by side.

Open the calculator
Downloads

The planners and worksheets Brett hands out.

Templates and trackers his clients use to plan their number, watch the stats that matter, and keep score. Grab any of them for free.

Action Plan

The check-in tool Brett uses in 1-on-1 coaching to keep agents and staff on track.

Get it

Flash Report

Track your monthly numbers in one place: contacts, closings, and the stats that move the business.

Get it

$50M Net Worth Plan Video walkthrough

Build your own 30-year plan to hit a big net worth. Pick your number, pick what you will invest in, do the math. Watch the walkthrough, then use the template.

Get it

1-3-5 Business Plan Outline

The simplest business plan there is: 1 goal, 3 priorities, 5 strategies. Fits on a single page.

Get it

Property ROI Tool

Log every property you own, check it every few months, and cut the ones dragging you down.

Get it

Rental Tracker Spreadsheet Video walkthrough

An Excel file for tracking each rental's income, expenses, and cash flow, one unit at a time, with a second tab for flips. Watch the walkthrough.

Get it

Tax Liability Assessment

Walk through your tax responsibilities, find the gaps, and spot where you need to get smarter before April.

Get it

Burn Rate Worksheet

See where your money actually goes each year, look hard at your biggest expenses, and make one cut on purpose.

Get it

Laws of the Pipeline

Brett's full CRM playbook: the rules and habits that keep your pipeline full.

Get it

SFR Reality Check Worksheet (PDF)

The printable companion to the rental tool. Run last year's numbers by hand and see what your equity is really earning.

Get it

Commercial Buyer's Cheat Sheet (PDF)

The one-page cheat sheet for sizing up a commercial building. The formulas, the tables, the tax-swap (1031) timeline, and the 8 steps to check a deal.

Get it
Partners

People Brett works with.

Each of these has been in a real deal with Brett, not just on the podcast. Pick the one that fits your situation and we will make the intro.

Cost segregation

USTAGI

Cost segregation studies for rental owners. That is a tax move that speeds up your write-offs, so you free up cash in year one.

Get an intro Visit their site

Self-directed IRAs

Horizon Trust

A self-directed IRA custodian. That means you can hold real estate and private deals inside your retirement account, not just stocks.

Get an intro Visit their site

Infinite banking

Factum Financial

Infinite banking, which means using a whole-life insurance policy like your own bank. Build up cash inside it, then borrow against it to fund deals.

Get an intro Visit their site

Estate & entities

Dearth Law

Estate planning and asset protection. Trusts and business setups that actually hold up if someone comes after your money.

Get an intro Visit their site

1031 exchanges

1031 Exchangeable

They handle 1031 exchanges. That is when you sell a property and roll the profit into the next one without paying tax now.

Get an intro Visit their site

Marketing for REI

Bateman Collective

Google and Facebook ads built for real estate investors. Leads that turn into signed contracts, not just clicks.

Get an intro Visit their site

Bookkeeping

Streamlined

Bookkeeping for real estate operators. Clean books across every property and company you own, every month.

Get an intro Visit their site

Direct mail

REIPrintMail

Direct mail to motivated sellers. Find off-market deals without driving around all weekend looking for them.

Get an intro Visit their site
The reading list

The books behind the playbook.

Every book Brett recommends, in one place. Titles that come up on the show sit next to the ones he hands to coaching clients.

Money and investing

  • The Psychology of Money by Morgan Housel, book cover
    The Psychology of MoneyMorgan Housel
  • The 5 Types of Wealth by Sahil Bloom, book cover
    The 5 Types of WealthSahil Bloom
  • MONEY Master the Game by Tony Robbins, book cover
    MONEY Master the GameTony Robbins
  • Principles by Ray Dalio, book cover
    PrinciplesRay Dalio
  • The Lifestyle Investor by Justin Donald, book cover
    The Lifestyle InvestorJustin Donald
  • Tax-Free Wealth by Tom Wheelwright, CPA, book cover
    Tax-Free WealthTom Wheelwright, CPA
  • The Banker's Code by George Antone, book cover
    The Banker's CodeGeorge Antone
  • Becoming Your Own Banker R. Nelson Nash
  • Invest in Debt by Jimmy Napier, book cover
    Invest in DebtJimmy Napier
  • Buy This, Not That by Sam Dogen, book cover
    Buy This, Not ThatSam Dogen
  • The Almanack of Naval Ravikant by Eric Jorgenson, book cover
    The Almanack of Naval RavikantEric Jorgenson
  • My Life & 1,000 Houses: The Art of Owner Financing Mitch Stephen

The Gary Keller shelf

  • The ONE Thing by Gary Keller with Jay Papasan, book cover
    The ONE ThingGary Keller with Jay Papasan
  • The Millionaire Real Estate Agent by Gary Keller, book cover
    The Millionaire Real Estate AgentGary Keller
  • The Millionaire Real Estate Investor by Gary Keller, book cover
    The Millionaire Real Estate InvestorGary Keller
  • SHIFT by Gary Keller, book cover
    SHIFTGary Keller

Mindset and habits

  • The Slight Edge by Jeff Olson, book cover
    The Slight EdgeJeff Olson
  • Organize Tomorrow Today by Dr. Jason Selk and Tom Bartow, book cover
    Organize Tomorrow TodayDr. Jason Selk and Tom Bartow
  • 100 Ways to Change Your Life by Liz Moody, book cover
    100 Ways to Change Your LifeLiz Moody

By podcast guests

  • Chicken Soup for the Soul by Mark Victor Hansen, book cover
    Chicken Soup for the SoulMark Victor Hansen, past Be Wealthy guest
  • Killing Sacred Cows by Garrett Gunderson, book cover
    Killing Sacred CowsGarrett Gunderson, past Be Wealthy guest

Running the business

  • Who Not How by Dan Sullivan with Dr. Benjamin Hardy, book cover
    Who Not HowDan Sullivan with Dr. Benjamin Hardy
  • The Science of Scaling by Dr. Benjamin Hardy, book cover
    The Science of ScalingDr. Benjamin Hardy
  • $100M Leads by Alex Hormozi, book cover
    $100M LeadsAlex Hormozi
  • Never Split the Difference by Chris Voss, book cover
    Never Split the DifferenceChris Voss
  • Rocket Fuel by Gino Wickman and Mark C. Winters, book cover
    Rocket FuelGino Wickman and Mark C. Winters
  • The Great Game of Business by Jack Stack, book cover
    The Great Game of BusinessJack Stack
  • Measure What Matters by John Doerr, book cover
    Measure What MattersJohn Doerr
  • The Great CEO Within by Matt Mochary, book cover
    The Great CEO WithinMatt Mochary

Leadership

  • Leading at a Higher Level by Ken Blanchard, book cover
    Leading at a Higher LevelKen Blanchard

Biographies

  • The Snowball, Warren Buffett and the Business of Life by Alice Schroeder, book cover
    The SnowballAlice Schroeder
  • Elon Musk by Walter Isaacson, book cover
    Elon MuskWalter Isaacson
  • Steve Jobs by Walter Isaacson, book cover
    Steve JobsWalter Isaacson

Books for kids

  • The Four Agreements by Don Miguel Ruiz, book cover
    The Four AgreementsDon Miguel Ruiz
  • The Alchemist by Paulo Coelho, book cover
    The AlchemistPaulo Coelho
  • Acres of Diamonds Russell Conwell
  • The Richest Man in Babylon by George S. Clason, book cover
    The Richest Man in BabylonGeorge S. Clason
The Be Wealthy Podcast

60+ episodes on money, time, and ownership.

The tools make more sense once you hear the thinking behind them. New episodes drop every week.