Alchemy of Money

Here's something most agents don't think about when they buy a rental property: will you still want to manage it in 20 years?

Private Wealth Advisor Stephen Rifici, CFP®, CRPC™ puts it simply: most of his pre-retiree clients want to get out of their rental properties. Not because the numbers are bad, but because of quality of life. That's a factor worth building into your decision from day one.

Watch the full webinar with Stephen, Megan Aitken, CEO of Megan Aitken Team, and Alchemy of Money CEO Brandon Green now: https://event.webinarjam.com/7y4m8/register/1yzqvfp4

"I'm nervous, and how do I do it?"

That's exactly what Megan Aitken, CEO of Megan Aitken Team said when she first started thinking about buying her team's office building. She knew she'd outgrown her space, she knew she wanted a visible presence in her community, and she knew she needed a plan.

Hear the full story in our recent webinar with Private Wealth Advisor Stephen Rifici, CFP®, CRPC™, hosted by Alchemy of Money CEO Brandon Green. Watch now: https://event.webinarjam.com/7y4m8/register/1yzqvfp4

In a high-interest rate environment, one number rarely makes a deal work. It takes two, three, sometimes four things coming together at once: the numbers, the location, the timing, the intangibles.

That's exactly what we unpacked in our latest webinar with Private Wealth Advisor Stephen Rifici, CFP®, CRPC™ and Megan Aitken, CEO of Megan Aitken Team, hosted by Alchemy of Money CEO Brandon Green.

Watch the full replay now: https://event.webinarjam.com/7y4m8/register/1yzqvfp4

The spring is not the time to do your tax planning. Shift your focus to summer for a more strategic approach to your taxes.

Hear from Alchemy of Money CEO Brandon Green in our latest webinar, Top 10 Tax Mistakes Agents Are Making Right Now, and learn why the timing of your tax planning is critically important.

Watch now: https://www.alchemyofmoney.co/post/are-you-making-these-10-costly-tax-mistakes-watch-our-new-webinar-with-alchemy-of-money-ceo-brandon

Signing off on your tax return without review? Don’t forget that you are ultimately responsible for your taxes, not your tax professional.

Hear from Alchemy of Money CEO Brandon Green in our latest webinar, Top 10 Tax Mistakes Agents Are Making Right Now, and discover the importance of staying informed.

Watch now: https://www.alchemyofmoney.co/post/are-you-making-these-10-costly-tax-mistakes-watch-our-new-webinar-with-alchemy-of-money-ceo-brandon

Many real estate agents fall into the trap of a property purchase that seems like a good tax break but isn’t a sound investment.

Hear from Alchemy of Money CEO Brandon Green in our latest webinar, Top 10 Tax Mistakes Agents Are Making Right Now, and learn how to keep more of what you earn.

Watch now: https://www.alchemyofmoney.co/post/are-you-making-these-10-costly-tax-mistakes-watch-our-new-webinar-with-alchemy-of-money-ceo-brandon

Thinking about letting AI handle your taxes? Remember, AI is only approximately 70-80% accurate. Is that good enough for your tax return?

Hear from Alchemy of Money CEO Brandon Green in our latest webinar, Top 10 Tax Mistakes Agents Are Making Right Now, and learn how to keep more of what you earn.

Watch now: https://www.alchemyofmoney.co/post/are-you-making-these-10-costly-tax-mistakes-watch-our-new-webinar-with-alchemy-of-money-ceo-brandon

Buying a car to “save on taxes”? Not how it works.

Some expenses are partial. Some are spread over time. Some don’t do what you think at all.

Reactive decisions create expensive surprises. Strategic planning prevents them.

If you’re not planning mid-year, you’re already behind.

Book a discovery call with Alchemy of Money today: https://www.alchemyofmoney.co/demo