Before the pandemic, I had the opportunity to have lunch with Jilliene Helman, CEO and co-founder of RealtyMogul in San Francisco. During the lunch, I was impressed with Jilliene’s focus on long-term profitability. Instead of chasing the most number of deals to boost revenue, Jilliene said she and her team focused on quality over quantity. […]
RealtyMogul Overview 2025: Investing In Gateway Cities Read More »
I cheated on my dentist and I will never do it again. This is a story about the importance of trust if you want to build a great business. It is also a story about not taking your business for granted if you’ve been at it for a while. During regular times, I’d see the
To Build A Great Business, Trust Is Paramount (A Visit To The Dentist) Read More »
If you’re a parent, you might consider starting a 529 plan for generational wealth transfer purposes in addition to paying for your child’s education. Even if you are not a parent yet, you should consider opening up a 529 plan. You can open the 529 plan in your name and change the beneficiary later. There’s
Using A 529 Plan For Generational Wealth Transfer Purposes Read More »
According to Credit Suisse, the global number of millionaires expanded by 5.2 million to reach 56.1 million in 2020. That’s a 9.8% increase in the number of millionaires since the pandemic began. In 2022, the number of millionaires in the world is likely closer to 60 million given how strong stocks, real estate, and other
The Number Of Millionaires In The World Is Exploding Read More »
ProPublica published an article highlighting how 25 of the wealthiest Americans paid a tiny fraction of their wealth in taxes. This makes sense because the type of tax that is often discussed is levied on income, not wealth. If you pay yourself a low income and never sell assets, then your tax bill won’t be
Never Sell Assets And Pay Less In Taxes Like Billionaires Read More »
Real estate investment opportunities are available in all types of markets. The tricky part is figuring out how to evaluate real estate investment deals given most of them all sound enticing thanks to strong marketing. Yet, as we all know, not every real estate deal does well. As someone who believes the housing market will
Evaluate Real Estate Investment Opportunities Using: Who, What, When Read More »
Before becoming a father in 2017, I dreaded changing diapers. Now that I am a father, I long to win the poop lottery. To see my boy take a gigantic dump is curiously gratifying. Digestion system. Check! Before becoming a father, I wrote a lot about supporting mothers because I couldn’t fathom having to carry
Become A Better Father: Time To Man Up Dads! Read More »
Are you thinking about buying a home today? Then you need to also envision a scenario where you could buy a home at the top or near the top of the market and a deeper recession hits. If there is a downturn, will you be able to afford the monthly payments? If a bear market
What If You Buy A Home At The Top Of The Market And A Recession Hits? Read More »
One of my biggest regrets while working was not taking a sabbatical. If I had taken a one-to-three-month sabbatical, I probably wouldn’t have left finance at age 34. Instead, I probably could have kept grinding until age 40 and made a lot more money. Alas, I was too afraid to take a sabbatical because nobody
Preparing For A Sabbatical: What To Do While On Break From Work Read More »
Online real estate investing has exploded in popularity since the JOBS Act passed in 2012. With literally over two hundred of online real estate investing platforms, it’s often hard to figure out which ones to invest on. This article evaluates the top online real estate platforms so you can make a more informed decision. It
How To Evaluate Online Real Estate Investing Platforms Read More »
