Making the Most of Tax Time

By Jessica Lanning, JD, CFP® My CPA sent me my tax organizer yesterday. Ugh. We’re only in the first few weeks of January! Really?! He couldn’t have given me one more week of tax prep denial bliss?! Apparently not. The thing will now sit on my to-do list, glaring at...

December Is Here … Again!

By Jessica Lanning, JD, CFP®   The holiday season is here.  This should catch no one by surprise.  Yet, it does. I learned long ago to manage my energy amid all the craziness – the parties, the shopping, the spending, the sugar, the alcohol, the daylight hours...

Shutting Down the FOMO Noise

By Jessica Lanning, JD, CFP®   This blog is for those of you who find yourself down a rabbit hole at the mention of a “better way” to invest. It goes something like this… As I was booting up to ski last week, this was the (paraphrased) conversation going on...

Passive Income Through The Best Real Estate Investments with Stewart Heath

Stewart Heath Serial Entrepreneur Of 30+ Years | CEO Of Harvard Grace Capital | Partnering With Busy Professionals Who Want To Create Passive Income Through Real Estate Investing Spring Hill, Tennessee, United States   Episode Highlights Here:   Stewart...

Building Wealth In Short term Rentals with Pedro Meneses

 Pedro Meneses Founder and Montgomery County Fire Captain, Pedro Meneses, is known for his inclusive and composed leadership style, which was crafted and refined through his 20 years of service in Fire and Rescue. The value-system of “people first” that built his...

Getting Ahead Of The Curve With The Due Diligence Project with Alex Sonkin

Alex Sonkin is the founder of The Due Diligence (DDP) Project™ and The Virtual Family Office (VFO) Hub™.   Mr. Sonkin has authored a book, called “The Due Diligence Project™” and has been published in “Money Matters-Volume #2”, both available on Amazon.  Alex has...

Building a Bootstrapped Startup As a Nomad with Adam Rosen

 I’m Adam. I’ve been traveling full-time since 2021 while building my marketing business. I’ve always admired people that did things their way, that made progress despite the doubters, and have a fire about living life to its fullest.   Episode Highlights Here:...

When To Hire a Specialist Over a Generalist

By Jessica Lanning, JD, CFP®   I share the following story with you to illustrate why hiring a CFP is a great idea, but you need to be mindful of their limitations. I start by admitting that I fully fell prey to our teeth-obsessed culture. Not only did I have braces...

Don’t Let the World Kick You in the Assets!, with Cheri Hill

Cheri S. Hill “Wealth Protection Diva”, has been a successful entrepreneur/business owner and premier business strategist for the past 27 years as President & CEO of Sage International Inc. She is a national speaker, best selling author of Incorporate & Get...

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