Category Archives: Borrow Smart, Repay Smart

‘Lunch Money’ – Monthly Training & Education to Help My Team Increase Their Fiscal Literacy & Confidence

This month I launched ‘Lunch Money’, a monthly training and education to help my team increase their fiscal literacy and feel more confidence around money as they build a path for a successful financial future!    This has been a passion of mine … Continue reading

Posted in Avoiding the First Financial Blind Spot, Blind Spot 1: Developing a Plan, Blind Spot 2: Increasing Fiscal Literacy, Blind Spot 3: Storing Money Efficiently, Blind Spot 4: Building a Wealth Team, Borrow Smart, Repay Smart, Creating Your Best Money Year Ever, life, money, planning | Tagged , , , , , , , , , , , | Leave a comment

Borrow Smart, Repay Smart: Signs of a Messy Business

Dear Borrow Smart Family, Happy Monday! As some of you may know, I’m a certified performance coach via Todd Duncan’s High Trust coaching group – where I coach some of the top-producing mortgage professionals around the country. I recently shared … Continue reading

Posted in Borrow Smart, Repay Smart, life, money, planning, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

Borrow Smart, Repay Smart: Paying for College (Part 2 of 3)

Dear Borrow Smart Family, Happy Monday! A few weeks ago I shared with you Part 1 of Paying for a College Education; see my previous post here. We know that tuition costs can be prohibitively high; they have risen roughly … Continue reading

Posted in Borrow Smart, Repay Smart, life, money, mortgage, planning, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

Borrow Smart, Repay Smart: Paying for College (Part 1 of 3)

Dear Borrow Smart Family, in the US, getting a college education can be prohibitively expensive. A 2019 study conducted by the US department of education found that For the 2016–17 academic year, annual current dollar prices for undergraduate tuition, fees, … Continue reading

Posted in Borrow Smart, Repay Smart, life, money, mortgage, planning, Uncategorized | Tagged , , , , , , , , , , , , , , , | Leave a comment

Borrow Smart, Repay Smart: Check in on your Goals!

“The trouble with not having a goal is that you can spend your life running up and down the field and never score.” – Bill Copeland Think back to the beginning of 2020 – did you you set some financial … Continue reading

Posted in Borrow Smart, Repay Smart, Leadership, money, planning, Uncategorized | Tagged , , , , , | Leave a comment

BSRS: Diversification

Borrow Smart, Repay Smart: Diversification Continue reading

Posted in Borrow Smart, Repay Smart, Investing in Assets vs Debt, life, money, planning, Uncategorized | Tagged , , , , , , , , , , , , , | Leave a comment

3 Key Steps to Keeping a Strong Mindset During a Volatile Market

Key Steps to Keeping a Strong Mindset During a Volatile Market Continue reading

Posted in Borrow Smart, Repay Smart, Good, Gratitude, Leadership, life, Uncategorized | Tagged , , , , , , , , , , , , | Leave a comment

Financial Literacy: Safety, Liquidity and Return

Financial Literacy: Considering Safety, Liquidity and Return in the current market during the coronavirus outbreak. Continue reading

Posted in Borrow Smart, Repay Smart, life, money, mortgage, planning, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

Concept #3 – Rate of Return

Posted in Borrow Smart, Repay Smart, Uncategorized | Tagged , , , , , , , | Leave a comment

Concept #2 of Borrow Smart, Repay Smart – LIQUIDITY

Posted in Borrow Smart, Repay Smart, Uncategorized | Tagged , , , , , , , , , , , | Leave a comment