Real Estate By Design with Matthew ”Ace” Hagerty

Real Estate By Design with Matthew ”Ace” Hagerty

Matthew “Ace” Hagertyis a dynamic entrepreneur, writer, and podcaster. As the founder of Full Control Publishing, LLC, he’s catalyzed transformative initiatives, from garage startups to multimillion-dollar ventures, reshaping communities nationwide. His podcast,...
Maximizing the Annual Review

Maximizing the Annual Review

By Jessica Lanning, JD, CFP® My annual medical check-up last week has given me a whole new perspective on my clients’ annual financial reviews.   Rather than poke, prod, squeeze, smash, or radiate body parts, I’m more-or-less doing the same with someone’s financial...
Ensuring Financial Peace with Daniel Kwak

Ensuring Financial Peace with Daniel Kwak

Daniel Kwak is a seasoned professional with a diverse background spanning entrepreneurship, leadership, finance, and research. As CEO and Co-founder of Paperplane, they focus on enhancing CRM data quality and automating manual data entry using NLP technology. With...
Success Coaching Linking Professional Value with Jayson Kay

Success Coaching Linking Professional Value with Jayson Kay

Jason Kay When I was in kindergarten, my father started to lose his eyesight. Growing up with someone facing the challenges of a severe handicap has definitely shaped me – it made me appreciate what I have and instilled a strong desire to want to help others....
Steady Cash Flow Industrial Real Estate (Drew Wahlgren)

Steady Cash Flow Industrial Real Estate (Drew Wahlgren)

Drew Wahlgren received his BS in Finance from California State University at Hayward, and at the age of 21, began chasing his entrepreneurial journey. After 8 years as a risk analyst at Liberty Mutual Insurance, Drew Wahlgren made the decision to leave the corporate...