Following the Money: Taking Advantage of the Extremes in the Real Estate Market
With interest rates so high, the number of people buying houses has dropped. People are priced out or are hesitant…
Where My Money Is
Many advisors don’t like to give out free knowledge, as if what they know is some secret treasure. While there…
The 4 Keys to Investing in Real Estate Passively for Double-Digit Returns
Right off the bat, let me say that commercial real estate is much more than just office buildings. As you…
The 3 Tips to a Stress-Free Retirement
My number one tip when it comes to getting ready to retire without stress is simple, but do this wrong,…
I Ruined His Day
I was lucky enough to spend a little time on the golf course this weekend. My group was a 4-some…
I Gave my Client $227K
One of the great things about being a fee-only advisor is that I can still look into products that pay…
Getting in on AI
AI is being called the modern-day gold rush. Every day, people invent new apps, software, and courses, trying to “strike…
WTF (What the Fiduciary)
As you may know, there are fiduciaries in many different industries. But the definition of “fiduciary” is not the same…
The 4 Keys to Investing in Real Estate Passively for Double-Digit Returns
Right off the bat, let me say that commercial real estate is much more than just office buildings. As you…
I Quit One Month From My 20-Year Mark
For 19 years and 335 days, I worked for one of the best financial planning firms in the country. Now,…
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