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Topics Available for Discussion:

Personal Finance

Setting Winning Goals
Getting the Right Insurance
Creating a Successful Budget
Making it Automatic
Building Your Credit
Crushing Your Debt
Getting Help with Your Taxes

Introduction to Wealth Building

Saving Versus Investing
Assets Versus Liabilities
Investing for Retirement
Investing for Pre-Retirement
Financial Benefits of Owning Your Home
Tracking Your Net Worth
Tax Planning
Recommended Reading or Listening

Intermediate Wealth Building

Residential Real Estate Investing
Asset Protection
Business Banking
Additional Recommended Insurance
Bookkeeping and Intermediate Tax Planning
Recommended Reading or Listening
Recommended Continuing Education and Networking

Advanced Wealth Building

Commercial Real Estate Investing
Additional Recommended Asset Protection
Tax-Advantaged Property Financing and Selling
Hiring a Bookkeeper & Accountant
Implementing Advanced Tax Planning with Your Accountant
Recommended Reading or Listening
Recommended Continuing Education and Networking

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