Wellby Financial’s Post

On route to Birmingham to break my annual PIN dinner cherry. ☺️ A room with 1,500 property investors makes for some good conversations, networking and having a few laughs. No idea who I’m sat with so apologies in advance if I’m on your table! 😂 Come and say ‘hi’ if you see me. 👋🏽 #propertyinvestorsnetwork #networking #annualdinner #propertyfinance

Take the step to make the most of this opportunity and practical wisdom to empower you on your journey towards financial success. Go to markrolton.com for upcoming events and more free content. #liverich #morethanmoney #markrolton

In 2019 – We started Recast Leaders to help communities fight back against a national trend of vacant and boring main streets. We’ve worked with over fifty communities to help them build entrepreneurial ecosystems and create strategies to help them grow to create great places. Let us help your community take the next step in it’s journey. Learn more about Recast Leaders here: https://bit.ly/3sSI168

Top Ten Real Estate Producers: Insights from the Industry Leaders Discover the characteristics and trends of top real estate producers in this insightful video. Learn about their collaborative attitudes, community involvement, and successful strategies. Featuring Andrew Duncan, Tony Barone, Martha Thorne, Jennifer Zales, and more. #RealEstateLeaders #TopProducers #RealEstateSuccess #IndustryInsights #CollaborativeAttitude #CommunityInvolvement #SuccessfulStrategies #AndrewDuncan #TonyBarone #MarthaThorne

What drives River Birch Newman? Listen to co-founder David Broom talk about his parents, and what he'd wished they had during their careers... Let's start the conversation: rbnwealth.com/contact #FinancialAdvice #FinancialPlanning #FinancialPlanningForAll #RiverBirchNewman

SAVE THE DATE: The WEALTH IN RENTALS Virtual Conference will offer you a chance to learn our models, motivation, and more! We’re hard at work building the materials that are going to give you the rundown of the Slaughter Investing strategy from the bottom up! You’re going to want to tune in to find the exact strategies used by Michael & Leah Slaughter to curate a 40 million dollar portfolio! We’re talking about everything from the Slaughter story to the reasons to invest in North Texas to all of the skills you’re going to want to hone if you’re a prospective investor in DFW! This is an event you’re not going to want to miss, and that’s why we’re giving you THREE CHANCE to watch! Tune in Fri, May 3, Sat, May 4, OR Sun, May 5 to watch! This is a beefy presentation though, it's expected to last about 3 hours, so make sure you block off your calendar now! You’re going to want to take advantage of this opportunity because this WON’T be available for replay after it airs! REGISTRATION IS NOW OPEN, see links below! FRIDAY. MAY 3: https://lnkd.in/ggtStgc7 SATURDAY, MAY 4: https://lnkd.in/gmPfRuua SUNDAY, MAY 5: https://lnkd.in/gVR8q3k7 #RealEstate #Investing #NorthTexas #SlaughterInvesting #RealEstateInvesting #InvestmentStrategies #Conference #NetworkingOpportunity #RealEstateConference #InvestmentEducation #FinancialLiteracy #WealthBuilding #PropertyInvestment #InvestmentTips #FinancialFreedom #WealthManagement #AssetManagement #PropertyManagement #RealEstateEducation #InvestmentSeminar #FinanceConference #InvestmentInsights #MoneyMatters #InvestmentSkills #RealEstateTips #NorthTexasRealEstate #InvestmentCommunity #RealEstateProfessionals #InvestmentExperts #BusinessNetworking

Market Return design for Cash Balance plans is preferred but grossly under utilized. Many small businesses/partnerships are in a Fixed plan design, but looking for a better option. Look to October Three, a well resourced actuarial and record keeping firm for strategies to move from Fixed to Market designed plans.

I love taking time out with our clients and connecting with them on a personal level. Finding out where they are at, what they are struggling with and how we can work together to support their goals and aspirations has stood us in good sted. We have refurbed over 200 properties for this client alone and love the fact that our values of providing investors with a first class service are aligned. You never know where conversations over brekkie can take you 😉 #propertyinvestments

SAVE THE DATE: The WEALTH IN RENTALS Virtual Conference will offer you a chance to learn our models, motivation, and more! We’re hard at work building the materials that are going to give you the rundown of the Slaughter Investing strategy from the bottom up! You’re going to want to tune in to find the exact strategies used by Michael & Leah Slaughter to curate a 40 million dollar portfolio! We’re talking about everything from the Slaughter story to the reasons to invest in North Texas to all of the skills you’re going to want to hone if you’re a prospective investor in DFW! This is an event you’re not going to want to miss, and that’s why we’re giving you THREE CHANCE to watch! Tune in Fri, May 3, Sat, May 4, OR Sun, May 5 to watch! This is a beefy presentation though, it's expected to last about 3 hours, so make sure you block off your calendar now! You’re going to want to take advantage of this opportunity because this WON’T be available for replay after it airs! REGISTRATION IS NOW OPEN, see links below! FRIDAY. MAY 3: https://lnkd.in/gAcTTEA7 SATURDAY, MAY 4: https://lnkd.in/gHSCAQvU SUNDAY, MAY 5: https://lnkd.in/gnQf82FA #RealEstate #Investing #NorthTexas #SlaughterInvesting #RealEstateInvesting #InvestmentStrategies #Conference #NetworkingOpportunity #RealEstateConference #InvestmentEducation #FinancialLiteracy #WealthBuilding #PropertyInvestment #InvestmentTips #FinancialFreedom #WealthManagement #AssetManagement #PropertyManagement #RealEstateEducation #InvestmentSeminar #FinanceConference #InvestmentInsights #MoneyMatters #InvestmentSkills #RealEstateTips #NorthTexasRealEstate #InvestmentCommunity #RealEstateProfessionals #InvestmentExperts #BusinessNetworking

There is no single "right way" to manage investments. Some people want to be hands-on, some don't want to make any decisions and some want a balance of both. A good Advisor will help you decide and give you the pros and cons of the types of accounts available and help determine the strategy and style your comfortable with.