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Imagine saving nearly your entire paycheck while your rental properties cover your bills. That’s exactly where real estate investor Andrew finds himself — and yet he’s at a crossroads. At FinCon, a personal finance conference, former financial advisor Joe Saul-Sehy and I sit down with Andrew and another attendee who bring their money dilemmas live […]
After four years of living in her home in Athens, Georgia, experienced house flipper Charissa Bright realized she needed more space and an updated layout for herself, her husband and their two teenage boys. It was 2021, and working from home meant that her own office was a priority, along with some wishlist items like […]
Welcome everyone! Welcome to the 411th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Larry Kriesmer. Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor […]
123rf Securing a mortgage is a big step toward homeownership, and a “conditional loan approval” might be the green light you’re looking for. But what is conditional loan approval, and what does it mean for your dream of owning a home? Here’s everything you need to know to understand and navigate this crucial step. 1. […]
Got this note from a reader and been obsessing about it lately: “I just wrapped up a 10 – 2 challenge. Here’s how it works – You work on a long term project for 10 minutes a day – every day – for approximately 2 years. The thing is, you have to work on the […]
Home » Deals » UGG Hooded Throw just $19.99 {Great Tween/Teen Gift} Published: by Sarah on November 11, 2024 | This post may contain affiliate links. Read my disclosure policy here. Score these UGG Hooded Throws for half price today only! Today only, Macy’s has this UGG Avery Hooded Throw for only $19.99! This is a great […]
I’ve seen it over and over again with clients: they reached financial independence at some point in their 50s or 60s. And then, years later (maybe several years, maybe a decade or more), they inherited a whole bunch of money from their parents. And it’s not that the inheritance does nothing for them, but it […]
One reason many people shy away from competition is that they dislike losing. With often only one winner, the sting of defeat can feel too humiliating. When people stop competing, they can become more fragile over time, to the point where even small setbacks can disrupt their well being. Ironically, the best path to victory […]
To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development. Marketing activities such as brand development, event planning, and content strategy often demand skills outside advisors’ typical expertise and […]
Hi everyone, I’m looking for some advice or similar experiences. I’m 37, living in New Zealand, and have been building my career for years, backed by a master’s degree and a high-paying role. The thing is, I’m really burnt out. The environment is toxic, and the pressure is constant. I don’t enjoy the work anymore, […]