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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?"
Boldin Review: Is This the Best Retirement Planning Tool?
Wondering if Boldin is the right tool to help you plan for retirement? This Boldin Review will break down everything you need to know. Financial plan…
Empower Review: Is This the Best Free Financial Planning Tool?
Wondering if Empower is the right tool to help you track your net worth, budget, and investments? This Empower Review will break down everything you …
How To Use A 529 Plan For Estate Planning
Wondering if it would be beneficial to use a 529 plan for estate planning? We explain when that strategy could make sense and how to do it. The post …
Planning to Retire? Exit Strategies for Physician Private Practice
If you're thinking about retiring from your private practice, here are a few things to think about before you get ready to sell. The post Planning to…
Trump Tariff Planning, Networking Magic, & Buffett’s Big Bet 💪
Good morning, HTM family! Quote of the week… “Today, or never. That’s my motto.”~ Mary Poppins You know that project you’ve been putting off?… It’s t…
Amazon Addicts, Mindset Shifting, & Your 2025 Blueprint 📝
Good morning, HTM Family! For all of you without a new years resolution, I invite you to join me in a simple goal for 2025: Replacing “have to&…
5 Year-End Financial Planning Tips
If you're not careful, the holiday season will fly by (in a sleigh?) before you can do these 5 intelligent things in your financial plan.
The Problem With Cash for Retirement Planning—And How Real Estate Solves It
the traditional retirement model just doesn’t work well. To put it bluntly, the math sucks. I can do better—and so can you.
ProjectionLab – Beautiful and Powerful Financial-Planning Software for FIRE
ProjectionLab is a powerful and beautifully-designed financial-planning application made specifically for FIRE people! Read more → The post Pro…