Featured Articles
Introduction to the 1031 Exchange
Introducing the 1031 Exchange Real estate investment can be an excellent way to strive to build wealth. As an investor, you may know the benefits of owning a property and the costs associated with selling it. However, there is a way to defer paying taxes on the sale of the original property and reinvest the…
Financial Planning Podcast for Real Estate Investors
Our signature podcast deep-dive into the world of investment real estate, 1031 Exchange, and Delaware Statutory Trust. Tune in for in-depth interviews with select guests from these areas of discussion.
5 Not So Obvious Tips for Investment Real Estate Owners
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I Talked to 1000 Trapped Investment Real Estate Owners… This is What I Learned
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If I Wanted to Keep My Real Estate From Killing My Dream Life in 2025… This is What I Would Do
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Select Clips from Our Full-Length Podcasts
Finance Bites™ clip important topics from our full-length interviews and are designed to be perfect for sharing.
Conversations about Business and Beyond
These discussions are a chance to discuss important topics tangential to our core focus of planning and wealth management.
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Financial Planning Podcast for Retirement Planning
Our legacy podcast deep-dive into the world of retirement planning and all things wealth management. Tune in for in-depth interviews with guests knowledgeable about pursuing the work-optional lifestyle.
The Planning Impact of Social Security
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