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Category: Personal Finances

What To Do With Extra Cash

May 16, 2026

What should you do when life finally starts going well financially… but suddenly every dollar seems to have 5 different jobs?

In this case study, we walk through the story of a young couple who recently found themselves with something many people dream about: consistent extra cash flow.

But along with that opportunity came a wave of competing financial priorities:

• Paying off credit card debt
• Saving for a first home
• Starting a college fund for their child
• Building emergency savings
• Planning for the future without feeling overwhelmed

The truth is, many young couples end up in this exact position. Income rises, stability starts to appear, and suddenly the question becomes: “What do we prioritize first?”

It can feel confusing, emotional, and surprisingly stressful — even when things are objectively improving.

In this video, we break down a practical, straightforward playbook for navigating this exciting but tumultuous stage of life. You’ll learn how to think through competing financial goals, avoid common mistakes, and create a plan that builds long-term stability without sacrificing flexibility today.

If you’ve ever felt stuck between being responsible and trying to actually enjoy the progress you’ve made, this video is for you.

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What To Do During A Sudden Financial Transition

April 4, 2026

Life can throw some unexpected financial curveballs—like a divorce or the loss of a spouse—but having a simple plan can help you move forward with confidence

In this video, we break it down into 4 easy-to-follow phases:
– Pay the bills
– Confirm your cash flow
– Understand your money
– Adjust, optimize & plan ahead
You don’t need to have everything figured out right away—just take it one step at a time. A little clarity today can make a big difference tomorrow.
👉 Watch now and take your first step toward feeling back in control.

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What are the REAL Returns on Real Estate?

March 2, 2026

Are real estate returns really as good as people say? In this video, we break down the real returns of real estate investing—beyond the hype and beyond the headlines.

We dig into the powerful (and often misunderstood) tax advantages of real estate, including depreciation, write-offs, and how rental income can be handled strategically. Then we walk through what you actually make back on a property over several years—factoring in cash flow, appreciation, loan paydown, and tax savings.

With a little homework and the right assumptions, the numbers can be surprisingly significant.

In this video, we cover:
📊 How to calculate true real estate returns
💰 The real impact of tax benefits on your bottom line
🏠 What happens to your equity over time
📈 Why multi-year ownership changes the math
🧮 A simple framework you can use on your own investments

Whether you’re an active investor, thinking about buying your first rental, or just curious how real estate stacks up against other investments, this breakdown will give you a clearer picture of what’s actually possible.
If you’re serious about building long-term wealth through real estate, this is a conversation you don’t want to miss.

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Are You a Good Candidate for the STR Loophole Tax Strategy?

January 11, 2026

Want to lower your tax bill legally using real estate? In this video, we break down the Short-Term Rental (STR) tax strategy—often called the “STR loophole”—in plain English. You’ll learn:
• What the STR tax strategy actually is and how it works under current U.S. tax rules
• Who this strategy is best suited for (and who should probably avoid it)
• Common mistakes and pitfalls that can cause the strategy to backfire, trigger audits, or eliminate the tax benefits
This strategy can be powerful, but it’s not a shortcut and not for everyone. We’ll walk through the risks, compliance requirements, and why proper planning and documentation matter if you want to use it safely. ⚠️ Important: This video is for educational purposes only and is not tax or legal advice. Always consult a qualified CPA or tax professional before implementing any tax strategy.

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How to Financially Recover from a Major Life Event

November 29, 2025

No one likes to imagine facing a major life setback, but being financially prepared can make all the difference. Today, I’ll talk about how to manage the financial challenges that come with unexpected events and share a few mindsets that can help you stay grounded during difficult times.

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HSAs: Good, Better, and Best

November 4, 2025

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.

Good – Making a yearly contribution and using it within the year or in following years to pay for medical expenses tax-free.

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Where Should I Rollover My Old 401k?

February 18, 2025

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 over into your own IRA. And three, having a financial advisor rollover and manage your old 401k. There are pros and cons to each, but the bottom line is that choosing one of these options is almost always better than leaving it in your old employer’s plan!

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Should I Buy or Lease a Car?

January 28, 2025

In this video I rumble through lots of math to definitively answer the question – should I buy or lease a car? (Hint – and there are exceptions – buying is almost always the better choice if you’re willing to keep a car for ten years or more.) This is a great video for young families who find themselves in need of new wheels to support an expanding family or if you are a parent of an adult child looking for help when buying their first car on their own.

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