Ntellivest

Financial planning for financial independence

Content, resources, and services to help people make intelligent decisions with their money in route towards financial freedom

Investing in Real Estate Podcast with Clayton Morris

I had the opportunity recently to be a guest on the Investing in Real Estate Podcast with Clayton Morris.  Clayton is a former co-host of the Fox & Friends Weekend news show.  After obtaining financial freedom himself by way of real estate investing, he now dedicates his time to helping others do the same through his company, Morris Invest.

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Friday Top Five (Website Edition)

Today I'm coming to you with another edition of the Friday Top Five, where I post a top 5 list, following a quick and easy set of rules:

  • Items listed must be financial in nature
  • I must utilize the resources myself
  • Each post will focus on a different topic/category
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3 Simple Steps to Financial Security

Being in the financial planning arena for a number of years now, I've seen quite a bit.  One thing that has really stuck with me through this journey is how people nearly always latch on to the simple and push aside the complex.  There have been times I've dedicated countless hours to creating a complex financial plan for someone (expecting them to be blown away with the level of detail), only to actually witness their shoulders slump upon review.  Dial up 911, because I quite literally murdered any motivation they had to act on and improve their financial standing.

The fact of the matter is that simplicity wins when it comes to nearly all areas in life, especially personal finances.

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New Financial Tools for 2018

This past week I had the opportunity to attend FinCon 2017 in Dallas, TX.  This is a conference where financial media minds get together to share best practices, while also being a tremendous venue for financial technology companies to show off their latest and greatest developments. 

From what I witnessed, there are some really cool advancements on the horizon to help us all make smarter moves with our money.  Below are 3 of the more compelling products/applications that could really make waves in 2018.

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Friday Top Five (Blog Edition)

Here is another edition of the Friday Top Five, where I post a top 5 list, following a quick and easy set of rules:

  • Items listed must be financial in nature
  • I must utilize the resources myself
  • Each post will focus on a different topic/category
Read More