Oct 26, 2023
By Jessica Lanning, JD, CFP® Just when I think I’ve finally gotten through to my family, friends, clients and loved ones, it happens again – someone tells me about their recent (poorly considered) extra payment on their mortgage, relaying the story with pride. I don’t...
Oct 23, 2023
Nicky Billou has spent the last 20 years figuring out the mindset of champions. He has worked with athletes and entrepreneurs at the highest levels, from Olympic Gold to billionaires. Nicky will ignite your passion and push you to go further than you think possible....
Oct 16, 2023
Todd Sulzinger is the CEO of Blue Elm Investments, a private equity real estate firm based in San Francisco. Todd is a former Silicon Valley finance executive turned real estate investor and founded Blue Elm to offer investors a strategic way to diversify their...
Oct 13, 2023
Adam Simmons is the Chief Strategy Officer of RDX Works, a core development company behind the Radix Public Network. Throughout his career, Adam has worked in and with multiple successful start-up, scale-up, and platforms businesses in marketing, content, and...
Oct 12, 2023
By Jessica Lanning, JD, CFP® This blog post is about when it’s time to concede that doing-it-yourself is no fun and it’s time to delegate. About a month ago I declared myself a master of maintaining my 80-year-old friend’s swim spa — as if this is something for...
Oct 9, 2023
Brad Warren helps patient investors purchase risk mitigated, pre-developed land in high growth areas of Southern California. I then assist them with selling their parcels to developers who consolidate that land into a larger parcel to build housing, a shopping center...
Deferred Sales Trust Company > Strategic Alliance > Page 54
