Blog

Answering all your questions about HSAs! I’ll talk through good, better, and potentially the best strategies to use to get the most out of an HSA.
Do you have a major rehab at one of your rental properties? Asking prospective contractors to allow you to interview their past and current customers is
Do you wonder how much you should be willing to pay to buy stock in a specific company? This video discusses this question by comparing buying
It’s been a challenging 2025 for investors so far. While no one knows what will happen in the markets in the short-term, I’m definitely a long-term
This video is a step-by-step review of a 15-building portfolio of well-seasoned, older buildings. It teaches you how to do the analysis, how to identify targets
This video gives you ideas for how to start a conversation with your elderly parents about what they want to do with their money. Beyond their
This video talks about three options for old 401k rollovers. One – rolling over your old plan into your current employer’s plan. Two – rolling it
Have you established big financial goals for 2025? This video talks about the importance of giving your brain smaller, “stair-step” actions to get you moving forward