Your Financial IQ is a way to measure how you deal with money and investing. In real estate we are all mostly on our own until now. The NAR Financial Wellness Program is here to help.

I was interviewed recently for Realtor Magazine and it’s worth the read! Read Here

Here are some bullet points:

  1. Make more money than you need for today
  2. Set up your business to save on taxes
  3. Save money to pay taxes, expenses, and have a rainy day fund
  4. Once you have a rainy day fund for 6 months of expenses start investing and make it the first thing you pay for each month, then pay yourself
  5. Grow your investments
  6. When you’re ready to retire or scale back use The Golden Handoff to make money from your book of business with an Adopting Agent