Inflation-Proof Investing and Smarter Financial Planning with Alan Franks, CFP®, CLU, CFBS
Amid inflation and rising interest rates, traditional financial strategies are evolving. Dive in as Alan Franks, CFP®, CLU, CFBS, shares modern approaches to financial planning, investment strategies,...
24 Helmi 202543min
Co-Living, Rent to Own, and Creative Financing in a Changing Market with James Brown
In today's high-interest rate environment, traditional rental strategies are being reevaluated. James Brown explores innovative real estate tactics in this episode. Learn about co-living solutions for...
17 Helmi 202534min
How Renewable Energy Tax Credits Can Reduce Your Tax Bill with Eric Gordon
Tax credits can dramatically reduce your tax liability, yet many overlook the benefits of renewable energy tax credits in commercial real estate. Join Eric Gordon as he explains how passive investors ...
10 Helmi 202528min
Moment 001 - Understanding the Four Types of IRAs: Roth, Traditional, SEP, and Simple
The salient focus of this discussion revolves around the intricacies of converting various retirement accounts into self-directed IRAs, emphasizing both the advantages and potential challenges inheren...
6 Helmi 20254min
Transform Communities and Maximize Returns with Katie Kim, CCIM
Whether you're a passive investor, developer, or just curious about opportunities in urban infill and adaptive reuse, this episode is for you. Join Katie Kim, CCIM, a trailblazer in real estate develo...
3 Helmi 202547min
Achieve Financial Purpose Beyond Your Bank Balance with Melissa Hoyer, CFP®, CPCC™
Meet Melissa Hoyer, CFP®, CPCC™, who specializes in guiding inheritors through the complexities of managing significant wealth. With nearly 20 years of experience, she integrates financial planning wi...
27 Tammi 202541min
Innovative Strategies to Achieve Financial Security with James Alexander, CFP®
Join James Alexander, CFP®, as he delves into the secrets of achieving financial independence through innovative investment strategies and understanding the psychology of money. Discover his innovativ...
20 Tammi 202537min
How Creative Investment Tactics Are Reinventing Real Estate with Ryan Twomey and Lucas Ravanis
Discover how Ryan Twomey and Lucas Ravanis went from a pandemic house hack to co-owning over 500 multifamily units and repositioning RV parks. Learn about their unique strategies, like collaborating w...
13 Tammi 202542min
