The Long Game

For the last number of years, personal finance and working with an advisor was all about investments. But times have changed, the way advisors bring real value to clients is through helping them live the life they want.

In this episode we talk about what real financial planning looks like.

Then we answer these key questions people always ask:

-why have an ongoing relationship with an advisor?

-what value does an advisor bring?

-How to truly develop your goals and the value of a mission statement for your financial life

And much more! Hope you enjoy. Carl is one of the best. 

In this episode Thomas and Treyton talk about:

-What househacking is

-Whether it can be a good idea or not 

-The good and the bad of it 

Dave Ramsey is one of the most well known people in the finance world. And while Dave is great at helping people who have a lot of debt, he may not be the best to listen to for others who are beyond that in their financial journey.

In this episode we talk about 6 different things that Dave has wrong and why! 

Many people have started to invest in cryptocurrencies and NFT's as of late.

However, many do not understand how taxes work with this asset class.

In this episode we have on Co-Founder and CEO of Reconcile, Jaimin Desai to explain just how taxes work with crypto.  

In this episode with the famous Caitlin Cook we talk:

-How to get educated before you invest in crypto

-Why education has to be step 1

-How to build a twitter following like Caitlin

In this episode we have on Eric Jorgensen to talk all things Web3:

-What is Web 1, 2, and now 3

-What problems is it solving

-Different projects he is excited about 

-How to build in public and how that changed his life forever

Welcome back for part 3! 

In this episode we have on 2 crypto experts to help us talk:

-DEFI, what it is, why it matters, what issues it solves

-What the metaverse is, how it will evolve, jobs that will exist there, etc. 

In part 2 of our intro to crypto series, we talk a lot about NFT's:

-what are NFT's and what is non fungible? 

-what makes NFT's valuable?

-What’s the connection between NFTs and cryptocurrency?

-what are the use cases for NFT's now?

-what future use cases are there for NFT's? 

In this episode we have on Adam Blumberg, CFP the Co-Founder of Interaxis and a cryptocurrency/crypotasset expert.

We answer all the basics for you:

What is money? 

What is blockchain?

Why is this the next evolution of technology?

What is Bitcoin?

What is Ethereum?

And much more, you won't want to miss this one. 

Let's be real, our parents are always trying to look out for us. This is obviously a really good thing, but the problem is they may not have expertise in everything they are advising you on.

Most of the time the advice they are giving is based on what worked for them when they were our age. However, the world has changed quite a bit since they were in their 20's and 30's so some of the things that worked for them, may not be the right things for you to do.

In this episode, we break 6 down pieces of advice that you probably shouldn't listen to today.