As lame as it may sound, I view every day as a learning opportunity. Ever since I started creating content, I have taken note of the key things I have learned each day. Some days I learn something new, somedays I am reminded of something that I needed to relearn that day. In honor of my 26th birthday, I want…
Category: Millennials
10 Financial Steps to Take When Starting Your Own Business
According to the Census Bureau, more than 4.4 million new businesses were created in the U.S. during 2020 — the highest ever on record. That’s a 24% increase from 2019 and is 51.0% higher than the 2010-19 average. COVID accelerated the shift to this digital world we live in making it easier than ever to start a business. I am…
8 Question To Ask Before You Hire An Advisor (And Why/What Answers To Look For)
Looking to hire a financial advisor towards the end of this year? 🤔 I want to help you out! 👇 Here are some important questions to ask when hiring an advisor and why they’re important! 📝 1) Are you a fiduciary? Many advisors are not required to act in your best interest. Typically, these advisors are one’s who can sell…
How Are Cryptocurrencies/Cryptoassets Taxed?
It’s 2021, and cryptocurrencies are finally becoming more and more mainstream. Bitcoin alone in the last 12 months has gone from roughly $10,800 to almost $50,000 and Ethereum has grown from $350 to over $3,400. The crazy part about it all is that only about 4% of people in the world currently own cryptocurrencies — meaning there is still a…
Save For Future Flexibility
“Saving creates options for you to pursue things in the future that you don’t even know you want today.” Last week when Treyton and I were recording our podcast, this quote somehow came out of my mouth and I realized that a blog post had to be written about this idea. For many people, saving is something that is only…
You Owe It To Yourself
I have wanted to write about this topic for a while now. After working with over 80 households of people aged 22- 40 in the past 4 years, what I have found is that many people in this age range are unhappy. They feel lost. They had this vision in their head of how life was going to go. They…
Hiring A Financial Advisor: Is It Just About Investment Growth?
Here’s a common question that comes up in my first meeting with prospects: “Okay, so if this is going to cost me $150 a month, then I expect you to make me more than that. Is that fair?” As an advisor, you do want to help grow your clients’ investments, but an advisors’ value is not that simple — investment…
How Impactful Is Market Timing?
“I am not going to invest now, are you crazy? Have you seen the market! It’s so high right now. There’s definitely going to be a correction soon.” How many of you have heard statements like this recently? I am guessing all of you answered yes to that question. We have all heard statements like this recently from coworkers, friends,…
Everything You Need To Know About AllStreet Wealth
As AllStreet Wealth launches this week, I thought it would be helpful to explain everything about our company — from the name, to who we work with, to the price, to the process, to the content to expect. Let’s get into it! Why The Name AllStreet Wealth? And Who Do We Work With? Traditionally, WallStreet and large financial institutions would…
Top 5 Personal Finance Books You Need To Read
I have learned so much about finance through books so I wanted to share with you all the most influential ones for me and some of my favorite quotes from each book. I would highly recommend giving all of these a go to learn more about the technical and emotional sides of money. Both are so important! The best way…