My New Favorite Financial Book: No Worries By Jared Dillian
Ever feel overwhelmed by all the financial advice out there? For years, I haven't been able to recommend many books, but that changed with No Worries: How to Live a Stress-Free Financial Life by Jared Dillian.
This book cuts through the noise with just three key principles to focus on, so you can forget the rest.
It has easy-to-manage strategies you only need to check on once a year.
Save Thousands on Your Mortgage: Assumable Loans
Tired of high mortgage rates? Assumable loans can help you buy a home at a lower interest rate. Join us as Mike Roberts explains the ins and outs of taking over someone else's loan.
How to Use Creative Legal Strategies to Invest in Real Estate
Have you ever wondered how real estate investors protect their properties from lawsuits? Join us as we explore high-level asset protection strategies with Scott Royal Smith, an experienced real estate investor and attorney.
Hotels As An Alternative Investment: Peachtree Hotel Group
If you're tired of simply choosing between stocks and bonds for your investments, I have an alternative. Investing in hotels can bring stability and growth, and Peachtree Hotel Group is a leader in the industry.
In this episode, we talk hotel investments with Peachtree Hotel Group. Brian Dunn, Managing Director, discusses how Peachtree builds, finances, and operates top-tier hotels. We discussed their approach - focusing on premium brands like Hyatt and Marriott, and how they mitigate economic challenges.
Preparing Your Business for Sale: Strategies and Pitfalls
Are you looking forward to selling your business, and doing it for top dollar? Learn how to maximize your business's value and achieve a smooth exit.
In this episode, we get into business valuations, exit planning, and the importance of financial readiness for a successful sale. Laurie Barkman, the Business Transition Sherpa™, shares insights on protecting your business, setting growth goals, and understanding the different perspectives of strategic and financial buyers.
Creating Financial Intimacy in Your Relationships
If you and your partner/spouse have difficulty talking about money, this episode is for you. Ed Coambs, CFP® and Certified Financial Therapist shares tips on ways to truly hear what your spouse is saying and find a way forward in financial conversations.
Using Self-Directed IRAs to Invest Outside the Stock Market
In this episode, we explore the basics of self-directed IRAs and how they work. Discover the wide range of investments you can make, from hotels and self-storage units to real estate and even businesses.
Self-directed IRAs are less complicated than they seem and align perfectly with my philosophy of investing beyond the stock market. Join me as I break down the essentials and show you how to diversify your investment portfolio.
Tricks & Tips to Maximize Your Social Security
Are you wondering when to take Social Security and how to maximize your benefits? In this episode, I talk with retirement planner, Greg Kurinec, CFP®, MRFC® about strategies to get the most from your Social Security benefits.