How to Break up with Your Financial Advisor – Podcast #99
When you know a financial advisor is giving you crummy advice, how do you break up with them? Also talking about running a dental practice,REITs, and more!
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
When you know a financial advisor is giving you crummy advice, how do you break up with them? Also talking about running a dental practice,REITs, and more!
Which is the superior investing account when you compare a 401(k) vs HSA? We run the numbers so you can make the best decision for your savings goals.
Learn about the vacation rental market and if investing in this popular real estate trend is right for you.
Itching to buy a house? Save time, money and stress by avoiding the most common mistakes doctors make when buying a home.
Do the math to ensure you are getting the best financial advice at a fair price.
Enroll in WCI Financial Boot Camp, a FREE 12-week email course to improve your financial life.
You can unsubscribe anytime using the link at the bottom of any email.
Sustainable, impact, ESG, and SRI investing is all the rage these days. You can save for retirement and save the world at the same time. What's not to like?
In this episode, we talk about buying into and practicing at an ASC and what you should be looking at when given this type of opportunity.
My latest update on real estate and alternative investments in my otherwise boring portfolio.
Today we discuss investing in private real estate funds. Also answering listener questions about what to do with a windfall, teaching financial literacy and charitable giving to children and lots more.
Some people -- especially real estate investors -- think using a 401(k) is a bad idea. Most of them don't actually seem to know how a 401(k) works.
HSAs have superior tax protection features compared to any other investing account. If you're using an HDHP be sure to make an HSA a priority each year.
When will you know if you are competent enough to manage your own personal finances? Here are 10 ways to determine if you are ready to be a DIY investor.
Is it acceptable to invest differently from what you might recommend for someone else? It's a question that should be carefully considered by all investors.
This young periodontist is financially on the right track but with lots of expenses competing for his money. Many lessons to be learned for everyone in this episode.
I prefer investing in real estate funds to picking individual real estate deals. CityVest helps lower the minimum investments and boost the returns of top notch real estate funds.
Medical school may not have taught you about money, but we will.
We will never sell your information. Modify your preferences or unsubscribe at any time.
Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.
