DOWNLOAD ARTICLE .PDF Don’t Put These 4 Things in Your..
Don’t Put These 4 Things in Your Will
How do custodial accounts work?
Have you considered how you’ll start building wealth for the younger people in your family? Custodial accounts can be a wonderful solution, allowing you to transfer cash, stocks, bonds or other assets to minors.
How Couples Can Tackle Premarital Debt
Many people wonder what their partner’s debt means for them before they walk down the aisle and say, “I do.” Between student loans, car loans, credit card debt and mortgages, debt is a common part of many people’s financial lives.
Plan for 5 Unexpected Retirement Costs
Building a retirement budget can take a lot of hard work and long-term planning.
You’ve probably spent a fair amount of time thinking about medical expenses, long-term care, housing, food and travel, but some expenses might catch you by surprise.
What money moves should graduates make?
Graduating from college is an exciting achievement, but it’s often quickly followed by the (sometimes less exciting) challenge of establishing your career — and your financial foundation.
Podcast Ep. 3: The goat business with Peter Woodside
Peter Woodside is the owner of Portland Goat Parties based out of Hillsboro, Oregon.
In this episode, we talk with Peter about his entrepreneurship journey, goats, and how a simple idea turned into a successful company.
Podcast Ep. 4: MAKING A LASTING CHANGE WITH RICHARD FLAMM
Today we talk with Richard Flamm from Do Good Multnomah and Greater Good NW.
Richard talks about the work they’re doing in the Portland area with vets and the houseless community.
Podcast Ep. 5: Second home financing for a vacation rental
In this episode, Rob and Adrian build out an avatar of an actual client that Adrian and Rob are working with together, and basically rundown the difference between what happens if you’re trying to buy from a traditional lending standpoint, a 25%, down normal investment property versus this second home product.
Podcast Ep. 6: Dispelling the myths of home affordability
In this episode, Rob and Adrian build out an avatar of an actual client that Adrian and Rob are working with together, and basically rundown the difference between what happens if you’re trying to buy from a traditional lending standpoint, a 25%, down normal investment property versus this second home product.
Podcast Ep. 2: Core values are the difference maker with Ashley Whaley
Ashley Whaley is the owner of More Free Time Cleaning based out of Tualatin, Oregon. Her company helps busy families get more free time. In this episode, we talk with Ashley about her entrepreneurship journey, core values, and how hiring a house cleaner can help you create wealth.