8 May 2025 | 35 replies
Always evaluate a property holistically, considering cash flow, appreciation potential, expenses, and your personal investment goals.I use a calculator that does way more than just crunch numbers.
19 April 2025 | 5 replies
It paints a more holistic picture.
12 April 2025 | 15 replies
Go to a holistic doc and he might give you some herbs.
30 March 2025 | 451 replies
If you're seeking a mentorship that goes beyond conventional boundaries and offers a holistic, supportive community, Pace Morby's program is undoubtedly a game-changer.Taylor Nelson LOL this reads like a hostage video.
27 February 2025 | 11 replies
Earlier today, the Institute for Fiduciary Standards gathered, and part of what was discussed was the negligence of the "infinite banking" community in not educating themselves on holistic financial planning and how they violate their fiduciary duty to clients.I believe that @Thomas Rutkowski,@Brandon Beaudoin, and @Deb S.
3 March 2025 | 114 replies
It's where you start, but the last 15 years of investing have taught me to take a much more holistic few than you can fit into an XLS.
23 February 2025 | 18 replies
Passive income is certainly the name of the game - building a real estate portfolio and creating generational wealth are key ingredients to long term holistic financial health and success.There are fantastic real estate investment opportunities in various markets, particularly in the Midwest and Southeast of the country.
23 February 2025 | 14 replies
However, long story short, yes there is, although I would recommend finding an advisor who is skilled in holistic financial planning that includes not just traditional stock market investments or real estate investments exclusively, but all investment strategies to help in your specific goals.In general though, you can either find a fee-only CFP that has expertise in real estate and other alternative investments, or you can find an advisor who is at the very least willing to have a conversation free of charge prior to any actual investments so they can give you a very good idea of whether they would be able to help you prior to beginning a relationship.
30 December 2024 | 11 replies
Given the cash flow loss on the 7% property, I think I need to remove the emotion and make the right business decision for my portfolio holistically.
31 December 2024 | 20 replies
Thank you for sharing your perspective—I completely agree with many of your points, and I’d like to clarify how our approach addresses some of the challenges you raised.I’m currently working with local municipalities, some of which rely on S8 housing programs, and part of my mission is to create an entity that can hedge their risk while also offering a more holistic approach.