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.
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.
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.
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.
FIRN challenges the traditional FIRE approach, advocating for a life where financial freedom supports pursuing your life’s mission without the need for retirement.
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.
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.
Dive into my journey from driving a 20-year-old Lexus to financing a new Mercedes with a passive ATM fund investment. Learn how this creative financial strategy not only covered my car payments but also generated additional income, demonstrating the power of savvy investment to afford luxury with wisdom.
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.
In this post, I’m going to outline a powerful strategy I’ve seen many of our clients at The Real Estate CPA 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…
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…