Our experts, Realtor Denise and Estate Attorney Joel, are here to keep you from making DIRE mistakes when buying, owning, and selling real estate...mistakes which are DANGEROUSLY EASY to make! If you aren't in a mild panic after listening to this, you should either be proud you've already protected yourself from potential disaster, or you should check your pulse. An errant checkmark or missing piece of paperwork could easily cost you and your family hundreds of thousands of dollars! You NEED to get your stuff in order.

Most people don't know what they don't know...and they don't know how much they have to lose...but the stakes couldn't be higher! Even if you hate this podcast, you should listen to this episode for important advice and terrifying cautionary tales. 

How should I take title when I buy my house? (What the heck is title?) Should I put my house in a trust? (What the heck is a trust?!) How much insurance do I need? How do I make sure my ex-wife's estranged adult children don't inherit the home I just bought with my finance? Could I be a millionaire, and not know it? Listen and learn.

Today I'm grilling Real Estate Guru Denise and Financial Guru Clay to learn what's so great about owning a home, or owning property as an investment...and what's so not-great about it. It's not practical - or possible - for everybody, but it can help people "save" money and build wealth due to its tax advantages and the potential of real estate to rise in value. 

Listen to hear pros, cons, warnings, ideas, and insights from experts who have helped clients make decisions in hundreds of different scenarios...and get tips for how to prepare or move forward if it interests you. If you already own real estate and are contemplating expanding your empire, it's a great "refresher course" and confidence-builder!

Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 1 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

A large part of every adult person's life is BUDGETING, but you wouldn't know it by what's taught in schools. A lot of us normals graduated from high school unprepared for the financial realities that adulthood brings. Technology has spawned tools that help us budget, but even more technology that makes it easier to spend. Almost everything can be purchased within 5 clicks on the Internet, and there's no paper trail or offline evidence to heighten your awareness of your habits. 

More than ever, we need to control our money mindset and spending habits...beginning with understanding the difference between wants and needs.

You may rich people are spared the headaches and oppression of budgeting...but budgeting is one of the primary tricks to becoming and staying rich. Learn to embrace it for a more secure life, which, counterintuitively, creates more FREEDOM.

A large part of every adult person's life is BUDGETING, but you wouldn't know it by what's taught in schools. A lot of us normies graduated from high school unprepared for the financial realities that adulthood brings. Technology has spawned tools that help us budget, but even more technology that makes it easier to spend. Almost everything can be purchased within 5 clicks on the Internet, and there's no paper trail or offline evidence to heighten your awareness of your habits. 

More than ever, we need to control our money mindset and spending habits...beginning with understanding the difference between wants and needs.

You may think rich people are spared the headaches and oppression of budgeting...but budgeting is one of the primary tricks to becoming and staying rich. Learn to embrace it for a more secure life, which, counterintuitively, creates more FREEDOM.

Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 2 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 1 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

We got carried away the last time we recorded, and our last show was already almost too long...so consider this an "epilogue!" Our money magi kept talking about a constellation of important financial issues, and we wanted to share the highlights with you.

Our financial advisor, realtor, and estate planning expert share what they make SURE their clients know, from their very first meeting together. 

Let's dig into the hangups and obstacles people have around understanding, earning, and mastering money, so we can eliminate them!

There's a lot of mystery and emotion around money...most people have a love/hate relationship with it. Alongside positives like opportunity, ambition, freedom and abundance, you see negatives like greed, materialism, insecurity and shame...where are you on the spectrum, and where do you want to be?