Introducing The Wealth Building Process
Dive into my latest framework called the wealth building process. From generating income to estate planning, we cover every essential step to secure and grow your financial future.
Balancing Real Estate and Index Funds: A Strategic Investment Approach
Even as a dedicated real estate investor, diversifying with index funds offers a strategic advantage. This blog explains why index funds are a crucial part of my investment portfolio alongside real estate.
Mastering Risk Management: The Unexpected Lesson from Becoming a CFP®
While most assume that the journey to becoming a Certified Financial Planner (CFP) revolves around mastering investing, tax strategies, and estate planning, there lies an unexpected gem: the art of risk management. This blog delves into how this lesson reshapes perspectives, enabling better decision-making.
Introducing FIRN: Financial Independence, Retire Never
FIRN challenges the traditional FIRE approach, advocating for a life where financial freedom supports pursuing your life’s mission without the need for retirement.
Maximizing Wealth: Finding The Right Game to Build Substantial Wealth
Exploring the transformative realization that financial success isn’t just about a higher salary but aligning your efforts with strategies like private equity to build real wealth.
Smart Frugal: How to Live for the Moment and Build Generational Wealth
Embrace Smart Frugal living to enjoy the moment and secure your financial future. This guide offers insights into balancing daily joys with long-term wealth building.
The 5 Buckets of Capital: A Budgeting System For Living The Good Life & Building Generational Wealth
Dive into the Five Buckets of Capital, a unique budgeting system designed to enhance your life’s quality today while paving the way for generational wealth.
The Ultimate Wealth Building Strategy for Individual Real Estate Investors
In this post, I’m going to outline a powerful strategy I’ve seen many of our clients use to build substantial wealth while paying as little taxes as possible. Before we get started, it is important to note that this strategy may not be the right strategy for everyone. It also might not be the best strategy…
Income Statement vs Balance Sheet Affluence – Which Type of Affluence Do you Want?
Thomas J Stanley discusses two types of wealthy people in his best selling book The Millionaire Mind. Those who are Income Statement Affluent and those who are Balance Sheet Affluent. Robert Kiyosaki also discusses a similar concept in his book Rich Dad’s Cash Flow Quadrant. Except, he divides people into four categories: Employees, Self-Employed, Business Owners, and Investors. To draw a…
The Impact Appreciating and Depreciating Assets Have on Your Ability to Build Wealth
If want to build wealth, the type of assets you purchase will play a major role in your success. Appreciating assets help you build wealth, and depreciating assets can prevent or slow your ability to build wealth. Today we will discuss the differences so you can make smart choices on your path to prosperity. Appreciating…