Simplify to Amplify: The 3-Bucket Approach to Financial Planning
May 21, 2024Navigating the complexities of financial planning can often feel overwhelming, especially in the growth phase of your portfolio. This webinar aims to transform this complex landscape of financial strategy into a simplified, powerful tool for managing your assets.
Jason Olenski, a seasoned Wealth Management Advisor with 22 years of experience overseeing over $100 million in assets, will guide you through the essentials of organizing and understanding your portfolio using the 3-Bucket approach. This session is designed to empower you to pinpoint the role of each investment, while also uncovering potential opportunities, risks, and gaps in your financial strategy.
Take your business to the next level without losing your sanity!
Join STRIVE membership and get the support and accountability you need to take the next steps towards achieving your goals on your own terms
Click Here for More Details
Click Here for More Details
Recent Posts
Leverage The Power of AI to Secure More Deals
Jul 16, 2024
Categories
All Categories #operators #syndication #apartmentcomplex #passiveinvesting #realestate #realestatepodcast #ai #realestate #realestatepodcast #ai #chatgpt #realestate #realestatepodcast #appraisal #realestate #realestatepodcast #businessmanagement #realestate #realestatepodcast #confidence #confidenceboost #realestate #realestatepodcast #debt #debtfree #realestate #realestatepodcast #delegation #realestate #realestatepodcast #generationalwealth #wealth #realestate #realestatepodcast #investingtips #investingmistakes #realestate #realestatepodcast #landdevelopment #realestate #realestatepodcast #scaling #realestate #realestatepodcast #wealthy #wealthymindset #realestate #realestatepodcast #wealthymindset #wealth abby wambach abundance accountabilitypartner advice agent ai airbnb airbnbs amara capital group amy bruske anniversary anniversary episode anxiety apartment complex asset management assets automate awareness balance balanced life bigger biggerpocket biggerpockets black community blockchain blockchain technology boundaries brene brown brianna west brrrr business business owner business plan capital career goals case study cash flow celebrate children clothing commercialpropertyinvestments conference confidence construction conversation conversion coping with anxiety coping with stress corporatehousing creative financing deal analysis death debt delegate delegation demand design efficiency electoral policies empoweredwomen empowering empowerment entrepreneur entreprenuer equity evaluation exit strategies faith familybusiness farnoosh torabi femaleentrepreneur finance finances financial literacy financial plan financial struggle financialfreedom financialliteracy firemovement flips focus matters fomo freedom freetime fundraising furnished rentals gabor mate generalcontractor generationalwealth getting started glamping gordon neufeld growing business healthy boundaries healthy relationships holistic home staging homeconversion homerenovation hotels house hacking househacking humanresources imbalance inflation inspiring instinctive strengths insurance interior design introvert invester investher investing investing internationally investing tips investingmistakes investingtips investment investment community investments investor investorrealestate investors john assaraf joy jpmorganinterview justin baldoni kolbe corp land investing landlord law of attraction law of in action leadership leigh leite lenders linkedin mark hsu market market rates market shift market trends marriage marriage business mel robbins mental health mentalhealthawareness mentor mentoriship mentorship micromanaging mindset money money mindset morgage motherhood motivation motivational multifamily multifamily investments multifamily syndications multiple streams of income napoleon hill netlease network networking nft niche non fungible tokens notes optimize organic rent growth organizing your life out of state over thinking partnership passive income passive investing personal journey pivoting planning portfolio portugal positivity potential power couples privatemoney productivity profit profitfirst property property manager propertymanagement propertyrental raising capital real estate real estate agent real estate con real estate investing real estate investment real estate investment article real estate market real estate podcast real estate portfolio realestate realestatecommunityforwomen realestateinvestmenttips realestatemarket realestatepodcast realtor recession relationships relay rental rentalproperty rentals residential rentals residents rich dad poor dad scaling self-care self-development self-potential self-storage self-worth selfcare sharon lechter short term invetsing short term rentals short-term investing short-term rental property shorttermrentals shy side hustles solopreneur spouse support stock market stocks story storytelling storytelling in your business str strategic planning strategy street cred successful marriage super charged offers supply syndication systems talking teamwork technology the real estate investher show therapy tiffany mittal time management time saving timemanagement titleinsurance trackrecord trial unlearning utilities utility ranger vrbo w2 wasting time wealth wholesale womanpodcast womeinfinance women in real estate womenempowerment womeninconstruction womeninfinance womeninfinances womeninrealestate womeninvestors workflow