Estate

#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

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#FASuccess Ep 434: Attracting HNW Clients By Focusing Not On Estate But Legacy Planning Instead, With Vanessa N. Martinez – Go Health Pro

Welcome everyone! Welcome to the 434th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Vanessa N. Martinez. Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core’ ultra-high-net-worth families. What’s unique … Read more

How to Protect Your Real Estate Portfolio – Go Health Pro

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How to Protect Your Real Estate Portfolio – Go Health Pro

Owning multiple properties—whether they’re rentals, vacation homes, or commercial real estate—can significantly build wealth, diversify income streams, and provide financial security. However, managing insurance for multiple properties can quickly become complex, requiring strategic planning to ensure optimal coverage and cost efficiency. Here’s a comprehensive guide on how to effectively insure multiple properties and protect your … Read more

Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

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Estate Planning In The Digital Age: Why Digital Assets Are A Critical Part And How To Help Clients Address Them – Go Health Pro

Historically, estate planning centered on tangible documentation – wills, account access, and critical information stored in safes or files, with clear instructions for heirs. However, as assets and personal information have become increasingly digitized and moved online, ensuring smooth access to digital accounts has become increasingly complicated. Digital assets range from email accounts and social … Read more

Chaos, Fear, And Uncertainty: Wonderful For Real Estate Investors – Go Health Pro

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Chaos, Fear, And Uncertainty: Wonderful For Real Estate Investors – Go Health Pro

As I watch my stock portfolio correct, I take solace in knowing that my real estate portfolio continues to chug along despite the chaos, fear, and uncertainty. With mass government personnel cuts, new tariffs against Mexico, Canada, and China, a heated Oval Office exchange between President Trump and Ukraine’s President Zelensky, and sharp words from … Read more

Talk Your Book: State of The Real Estate Market – Go Health Pro

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Talk Your Book: State of The Real Estate Market – Go Health Pro

Posted February 24, 2025 by Ben Carlson Today’s Talk Your Book is brought to you by SS&C Alps Advisors: See here for more information on the REIT ETF On today’s show, we discuss: How interest rates affect the real estate asset class A bifurcation in office space real estate How investors view REITs as an … Read more