Getting a holistic view on the whole situation and really knowing what to do in any situation.

It really shifted my perspective by looking at retirement holistically — income planning, taxes, Medicare, and IRMAA, which I had honestly never heard of before.About three years ago I got calls on Christmas Day and the day after about heaters going out.

I evaluate affordability holistically, not just “3x rent,” by looking at total monthly obligations and income stability.

Quote from @Dondi Johnson: My situation:I'm 60 years old, working full-time in logistics/warehouseI want to transition into real estate investing over the next 1-3 yearsMy goal is to eventually build and develop holistic communitiesI don't have a lot of capital right now, but I'm willing to learn and put in the workWhat I'm interested in:Wholesaling (I understand this requires little/no money and is good for beginners)Bird-dogging (finding deals for other investors and getting paid a finder's fee)Creative financing strategies (ways to invest without perfect credit or a lot of cash)Partnerships (working with investors who have capital while I bring hustle/deal-finding)My questions:What's the best way to learn wholesaling from scratch?

And we should all  (again those of us who are involved and or interested in investing in "the hood") should look at investing from a more holistic approach.

Financial planner can charge hourly for planning, and will generally look at a holistic picture of all of your finances to make both short-term and long-term plans based on your goals. 

If after receiving my MBA (concentration in finance and real estate), someone told me I would abandon the strict analytical approach I studied for 2 years and adopt this “holistic” “play by feel” approach I would have told them they were crazed.  

It was rumored that they had a holistic massage therapist on board, too. 

We’ve found that focusing on specific transactions and questions doesn’t deliver clients the same results that a holistic approach to wealth and tax strategy does.

With the future job offer I would look at all your investments holistically.