I learned a lot from my young horse in Arizona. He helped remind me of some important financial planning strategies!
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I learned a lot from my young horse in Arizona. He helped remind me of some important financial planning strategies!
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We are 10 years into this bull market, the longest in history. How will your portfolio hold up against the big bad wolf?
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When investing money it is critical to have a reason and a goal that you are working towards. Do you know what your goals are for your investments?
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If you work or own a business in California, you are going to want to hear about this new mandate coming out.
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Everyone wants to make big money quick and with little risk. Is this even possible? In this episode I will cover the latest move I made for my clients that made a great return very quickly and how we made it work.
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Financial planning is a marathon, not a sprint. When is the best time to update your financial game plan and how can we make it happen? Tune in to find out!
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Everyone likes to make money selling property, but nobody likes to deal with capital gains taxes! In this episode I uncover a secret that will teach you how to greatly minimize the tax burden you take on when selling a property or a business.
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PG&E turned off our power! Luckily, we had a backup plan. Learn about how you can properly set up your financial emergency kit, and why this is so important.
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When talking about financial planning many people just want to look at the numbers but forget one key aspect. The relationship!
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Do you currently invest in a 401K plan? Are you receiving help picking investments that are suitable for you and being updated on performance? Many people I work with are not receiving the help that they want. In this episode I will teach you how to take control of your 401K in order to get this help and minimize risk while increasing potential returns
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In this episode I answer a question sent in to me from my friend Carlos. He asked me to respond to the following thought. Speaking about rural students, how does their access (or lack thereof) to selective institutions affect their ability to accumulate wealth?
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This past weekend I had an opportunity to make $7,000 in a single day! Some people spend this kind of money as quickly as they bring it in, but in this episode I want to cover what actions we should take when we receive large sums of money very quickly.
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There are so many financial advisory companies out there, what is the difference between them all? In this episode I will cover the main differences between independent firms and wire houses so that you can make an informed decision when choosing an advisor to work with
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