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Don’t let a buyer’s agent’s marketing campaign become your retirement strategy

With the clock ticking on residential SMSF borrowing, investors face growing pressure to act quickly – but sound advice, careful due diligence, and the right asset remain far more...

Help Your Business Owner Clients Create an Exit Plan

Don’t let them rush into accepting offers that are too good to be true.

Annuities in Retirement: 5 Things the Salesperson Won’t Tell You

Annuities are often marketed as the answer to one of retirement’s biggest fears: running out of money. The pitch can be incredibly appealing, especially for...

The Wrong Time to Disappear

Every year, countless agents make the same decision. The market feels uncertain. Business slows. Vacations, family schedules, and everyday life get busy. So marketing gets pushed a...

Financial advisors warn against buying a home near retirement — renting beats owning in 27 of 50 largest U.S. metros

The Real Reason Homeowners Aren’t Calling You

Many agents assume that if homeowners aren’t calling, they aren’t interested in selling. That’s usually not true. The reality is that most homeowners spend months thinking about a...

Why ‘Safe’ Investments Might Destroy Your Retirement Dreams

You’ve finally done it. You’ve clocked off. After decades of working hard, saving diligently, and building a solid property portfolio, you've reached retirement. It’s a milestone w...

FSBO Sellers: The Buyer’s Attorney Is Not There to Protect You

When selling a home privately, one of the most common mistakes a seller can make is assuming that they are protected because “there is already an attorney involved.” That sounds re...

Why Cutting Marketing May Cost More Than Keeping It

When business slows down, every expense comes under the microscope. Marketing is often one of the first things agents reduce. It’s understandable. When listings are harder to come...

6 Warning Signs a ‘Retirement Income Guarantee’ Pitch May Be Misleading

After years of saving and planning, the idea of a “guaranteed retirement income” sounds like a dream come true, right? Well, there’s honestly no such...

Stop Waiting for the Perfect Marketing Piece

Real estate agents are no strangers to overthinking. Should you send a postcard or a newsletter? Would another headline work better? Should you change the photo? Would a different...

Why Some Agents Still Have Listing Inventory

If you’ve been wondering why a handful of agents always seem to have listings—even in a slower market—you’re not alone. At first glance, it can feel like they’re simply getting luc...

Stop Chasing a ‘Magic Number’ for Retirement

The aim shouldn’t be to attain a certain level of wealth by a specific date, but to assure yourself of a steady level of income throughout your retirement.

Your $1 Million Nest Egg Isn’t Safe: How Your Home Costs Can Threaten Your Retirement

Are people actually retiring with $1 million? Homeownership costs could have a larger-than-expected impact, even with that amount.

Most agents think they’re selling homes. That’s the problem

The next decade will likely widen the gap between agents who chase transactions and those who control inventory, coach Verl Workman writes.

Who gets to decide how homesellers sell?

The best listing strategy is the one that works for the homeowner, aided by an agent who helps them understand their options and gives them freedom of choice.

New Agent Academy: How becoming a buyer’s agent accelerates wealth building

For many investors, there comes a point where buying property isn’t enough. They start to understand the game, how deals work, how markets move, and how money flows, and naturally,...

Think You've Mastered Retirement Plan Withdrawals? Here's the Big Mistake You Could Be Making

You don't want to put your hard-earned savings at risk.

Stop trying to predict the housing market. Start building a business that lasts.

After more than 20 years of experience in the real estate industry, I’ve seen more predictions than I can count. And today, agents are surrounded by questions about what’s going to...

The best real estate offer is not always the highest price, here’s how to spot risk

NAR reports 5% of contracts terminated and 13% had delayed settlements, agents can reduce risk by weighing financing and contingencies.

RIA Leaders to Sellers: Be Aware That Fewer Worries Means Less Take Home Pay

Andrew Rosen of Diversify and Tom Orecchio of Modera discuss common RIA pitfalls to consider when planning a succession through a sale.

Retiring With a Large IRA? Look Out for This Trap.

Your savings could end up costing you.

Retiring With a Large IRA? Look Out for This Trap.

Your savings could end up costing you.

What Happens When You Go Quiet

Most agents don’t decide to stop marketing forever. Life gets busy. A listing takes priority. Closings pile up. Vacation happens. Marketing gets pushed to next week. Then next mont...