All Episodes
The Borrow Smart Conversation — 77 episodes
Why You Need a Liability Advisor?
Lynn Alden - Understand Debt Newsletter
Rational Optimists Society - March Briefing
CLA Powered by SORA Financial
20-60-20 Rule
From Zero to Hero: Mastering the Art of Financial Advisor Referrals
The FAST System: A Loan Officer's Roadmap to Success
Borrow Smart Repay Smart
Rational Optimist for January 2025
Inauguration Day's Impact on Housing
Fed Z1 Report Q3 - 2024
Rational Optimist - November Edition
Retirement Spending Surprises: JP Morgan Study
Retiree Life in the Post-Pandemic Economy
The Case for Dividend Investing
Understand The MOVE Index and Interest Rates New Normal
The Secret Power Within Your Mortgage
Rational Optimist Society - October
Financial Literacy in the Workplace
Financial Literacy in the US
What is a CLA and Why Use One?
10,000 Clients
Growth Coach Client Marketing
Employer Sponsored Financial Literacy Education
Compounding Quality Assets MashUP
EY Global Wealth Management Industry Report
The Secret Guide To Understanding Credit
Kitces Report - How Advisors Market Their Services
Housing Outlook - Borrow Smart with Apollo
What Is Enough?
Borrow Smart Repay Smart - Chapters 1-8
11 Reasons to Carry A Big Long Mortgage
Listen In as we Talk About Working with Advisors
Investing Books MashUP
Manage Liabilities and Assets - JP Morgan Wealth Report
Why Use a CLA?
Why Work with a CLA?
Continuum - Time Scarcity
CLA Mastermind - Leverage
John - FAST Call 4-26
4-24 Small Hive - Pain Mining and CALM
CLA Mastermind - Inflation
4-5-2024 CLA Mastermind
CLA Mastermind 3-15-2024
HIVE Mastermind FAST 2-23-24
Tom John Mike Call With Financial Experts Network
The Borrow Smart Conversation - Part I
Why Use a CLA - John Thompson
CLA Mastermind - RETURN
Mastermind Call IKIGAI and Missing Money
Why Aren't You Getting More Advisor Referrals - Part II
Why Aren't You Getting More Referrals From Financial Advisors
Mike Slaughter - Working with Advisors Interview
Mike Slaughter
Daniel Benigno - Recent Graduate Interview
Interview with CLA on Mentality of Working with Advisors
Behind The Chapter - Location, Location, Location
Behind The Chapter - House Wealth
Behind The Chapter - Foundations
Chapter 17 - Step 7 - Discipline
Chapter 16 - Step 6 - Protection
Chapter 15 - Step 5 - Management
Chapter 14 - Step 4 - Amount
Chapter 13 - Step 3 - Availability
Chapter 12 - Step 2 - Payment
Chapter 11 - Step 1 - Product
Chapter 10 - Part II
Chapter 9 - Diversification
Chapter 7 - Taxes
Chapter 8 - Leverage
Chapter 6 - EPR
Chapter 5 - Return
Chapter 4 - Liquidity
Chapter 1 - Wealth In The House
Chapter 3 - Safety
Chapter 2 - Location Location Location
Part I - Foundations