A lot of people associate creating financial freedom with retirement. I think not. What did retirement look like 20 years ago? Work for an employer or two for 35 or 40 years. Get a pension plan. Sit on a rocking chair in your 60s. Twiddle your thumbs. Pick up a hobby...
Retirement
Secrets to getting out of the Rat Race
A year ago, before COVID hit, a young couple stopped by home to chat about investments and how they could plan their life to work towards financial freedom. In a lot of ways I saw myself in them years ago - I was married young at 23, out of college and ready to take...
Retirement and Real Estate – The Perfect Marriage?
In talking to a lot of clients about real estate investments I have realized that more often than not their retirement accounts are generally the most underutilized and underinvested asset they have! Most people have no idea ❌ What their retirement accounts are...
Should you really Buy Term and Invest the Difference?
"We are 63 and 67, and just finished a 20 year term spending 35K over the term policy. Wish I had known about this 20 years ago." One of the attendees of a webinar I hosted on Sunday evening on "Infinity Banking" sent me this message when they submitted a request for...
How to use your Retirement Account for Real Estate and more!
As a real estate investor for well over 10 years I can unequivocally say that the best thing I've done for myself is setup a custodian-free Solo401K account (also called QRP, eQRP and other confusing names but they all boil down to the same fundamental thing). A Solo...
How to get upto $200K out of your Retirement Account(s) NOW!
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress on March 27th, 2020. This over $2 trillion economic relief package is intended to protect the American people from the public health and economic impacts of COVID-19. While the...
