AI Snips
Chapters
Transcript
Episode notes
Make Continuing Financial Education A Habit
- Read at least one good financial book a year and follow blogs or podcasts to stay current.
- Use continuing financial education to track changes like tax law shifts and improve decisions.
Use Quarterly Family Board Meetings
- Hold a quarterly 'family board meeting' with each child to connect and teach financial lessons.
- Make it at least four hours, activity-chosen by the child, no electronics, and include a short reflection.
Systematic Way To Evaluate Passive Deals
- Passive investments like syndications and funds can be evaluated systematically with clear criteria.
- Bryan Burke's approach teaches how to vet sponsors, deal structure, and investment metrics.