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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
In this video I rumble through lots of math to definitively answer the question – should I buy or lease a car? (Hint – and there
We’re doing lots of math in this video to help you decide whether it makes sense to do traditional 401(k) contributions or Roth 401(k) contributions if
This video talks about the importance of having capital reserves in place, not only from a math standpoint, but also in terms of the mindset you
This video talks about what I call the Slow Motion 1031 Exchange. This complex tax planning topic is great if you 1.) have properties that you
When I’m trying to do something new, different and potentially scary in my life, I like walking around and talking to people about what I’m trying
The Secure Act 2.0 now allows you to convert a 529 Plan into a Roth Account. This video explains how to proactively use this provision as
Watch this video to learn how to do a preliminary home inspection on your own, uncover potential issues and avoid overpaying for investment properties!