Financial guidance for financial independence

Content, resources and services to help people make smarter decisions with their money in route towards financial independence (FI). Intelligent portfolio and real estate investing. Simplified financial guidance and protections.

Filtering by Category: Financial Planning

Best Real Estate Investing Advice Ever Podcast with Joe Fairless

For your listening pleasure, I bring to you an episode of the Best Real Estate Investing Advice Ever podcast where I had the opportunity to join as a guest.  Host, Joe Fairless, controls over $191,000,000 in real estate but started with $0 in 2009.  He also has built this show and it's following, which is now the world's longest running, daily real estate investing podcast.

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Financial Freedom Formula

There is a rather simple calculation that will help you determine where you need to be in order to achieve financial independence.  Consider this a computation of your financial freedom number that will provide you the knowledge you need to help answer a number of questions, including:

  • How long until I can achieve FI (financial independence)?
  • Is there a specific savings amount I should target?
  • Is financial freedom really something that I can attain?
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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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Understanding Your Credit Score

Whether you are looking to buy a home, rent an apartment, obtain a student loan, open a credit card, finance a vehicle, pick up a cell phone, get internet or cable, obtain insurance coverage, or sometimes even get a job, your credit score will likely play a key role in determining whether or not you are approved for any (or all) of the above.  In the eyes of lenders, landlords, service providers, insurers, and employers, this score is a measure of how responsible and trustworthy a person you are.

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