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The Essential Estate Planning Documents: What You Need and Why
You may know that you need a will. But what other estate planning documents will be helpful for your when you die? Take a look at this list! The post…
Planning For Your Healthcare Costs, To and Through Retirement
How do healthcare costs change - and how do we plan for that? - during the different stages and phases of your retirement?
The Most Common Tax Planning Mistakes For High Earners
If my posts on the mistake of chasing value stocks or the need to invest big money to make life-changing money don’t resonate, consider hiring a fina…
The Real Estate ROI Blueprint: From Your First Deal to Financial Freedom
I still remember the chaos and caffeine-fueled nights of my very first deal—a studs-out fix-and-flip that nearly broke me before it paid me. The hous…
Estate Planning and Passing Wealth to Your Children – 428
Today we are answering your questions about estate planning and passing on of wealth to future generations. We talk about the value of giving your ki…
Physician Finances: Fix Common Planning Gaps
Plenty of people have been financially successful but still have huge holes in their financial plan. Let’s discuss how to close those gaps. The post …
Should You Use AI For Financial Planning?
Using AI for financial advice can be risky. AI can’t personalize your financial plan. Here’s why real tools and advisors are still better. The post S…
2025 Long-Distance Investing Blueprint (Listen Before Buying)
Can’t make the numbers work in your local market? No worries—long-distance real estate investing is the natural next step. We’ve done it before, many…
The Beginner’s Blueprint for Building (Not Buying!) High-Return Rentals
Why buy an old, worn-down rental property when you can build something that’s highly profitable, low-maintenance, and tailor-made for today’s tenants…
Why I Don’t Offer Hourly Financial Planning
"I'd gladly pay you $150 or $200 per hour for a few hours of your time. I'm curious why you don't work hourly?"
