financial

E 182 Doctors Out of Debt Caroline Clerisme DDS

Make a budget and execute a plan to pay back all your doctor student loans in a short amount of time. Dr. Caroline Clerisme did just that and we find some practical tips in this episode. To start with, she paid back 250,000 of student loan debt in 4 years. Now that’s a success with…

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E 172 Nearing Retirement, Now What? Murs Tariq CFP

We saved for 40 years now what and how do we plan to take out the money once we are in retirement. CFP Mars Turiq helps us understand the pitfalls and what to do now so we can be comfortable later. What are his views on the student loan forgiveness proposal? How do we manage…

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E 131 Real Estate Investing and Negotiations Jude Mendonsa

Tenant vs landlord real estate lease concerns and negotiations, should you buy single unit or multiplex homes for real estate investing and why, creative financing these projects, silent partners and mentors with Jude Mendonsa. Tenant vs Landlord Business Lease Concerns Purchasing price is one of the most important aspects of real estate investing. It’s not…

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E 130 Life Insurance Options 101 Trevor Jackson

Life Insurance can be confusing. Trevor Jackson walks us through infinite banking, be your own banker, tax free retirement, as well as term, permanent, universal life, million dollar baby plans, super funding and living benefits. With a background in health insurance sales, what prompted him to begin a career in finance and why did he…

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