by Brett | May 26, 2023 | Blogs, Capital Gains Tax Solutions Podcast
Joe Rockey Jr. is involved in multiple real estate entities as an owner or equity partner. In all of them, my primary role is the interactions with other people. He negotiates the sale with the current homeowner, manages the crews as we renovate properties, and He...
by Brett | May 22, 2023 | Blogs, Capital Gains Tax Solutions Podcast
Sterling White is a seasoned Real Estate Investor, Philanthropist, & Former World Record Attemptee who was born, raised, in Indianapolis, Indiana. Breathing and living real estate since 2009, Sterling currently is the proud Founder of Sonder Investment Group,...
by Brett | May 20, 2023 | Blogs, Capital Gains Tax Solutions Podcast, Mark Willis
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ First, let’s outline the easiest way to use this policy: a cash purchase. It’s best to think in terms of four straightforward steps: Use the equity in your policy to purchase real estate. The policy...
by Brett | May 19, 2023 | Blogs, Capital Gains Tax Solutions Podcast
Terry Penny After graduating from business school at age 18, She was headed for the entrepreneur life. At age 19, She started and ran a successful legal service for 9 years and provided services for over 200 attorneys in the Metro Detroit area. She enthusiastically...
by Brett | May 15, 2023 | Blogs, Capital Gains Tax Solutions Podcast
Midori Verity When entrepreneurs want to hit results without mental exhaustion, they work with Midori. As a serial entrepreneur with three decades of vetted experience, she knows what it takes to start, grow, and rapidly scale a business with ease. Plus, as a mom, she...
by Brett | May 13, 2023 | Blogs, Jessica Lanning
By Jessica Lanning, JD, CFP® Recently, a client asked me whether transferring money from a previous employer’s 401(k) to her new employer’s 401(k) was safe. Like every decision, you have to weigh the pros and cons of this decision. Here’s what to keep in mind....