All Forum Posts by: Denise Darval-Chang

Thank you, that makes sense too.

Mahalo!

Mahalo Daniel, this is helpful I will look into the above mentioned resources.  I appreciate your time and guidance.  Denise

Aloha,

Is there a one stop shop company that provides Financial Planner, Tax CPA, Retirement Planning.  Any one heard of Oak Harvest Financial Group?  Does David Green have such a business...currently I have an Edward Jones Advisor, Trust Attorney, Tax CPA, NO financial planner and looking to retire in June.  Seems like one company that offers ALL the services mentioned would be helpful.  Thank you, Denise

Thank you, I normally listen via You Tube but will look into Spotify.  Mahalo, Denise

Is there a place to locate BP Podcast in order of the first recorded podcast to the current podcasts?  I find myself skipping around randomly on You Tube.  

Thank you for your reply.

My nephew plays baseball for the Savannah Banana's and is interested in buying a house in Savannah to House Hack?  I am in Hawaii, never been to Savannah, but wondering if there is potential in that market?

Aloha,

Where would I locate books on the BP website written by BP guests on podcasts?  Is there a BP discount, specifically looking for Tax Free Wealth by Tom Wheelwright, or is it best to purchase from Amazon.

Mahalo for your feedback, I continue to look at my other IRA accounts and they go down every month, and I believe this trend will continue thru 2023. My husband and I are in our 60s and before we lose it all, I figure it best to move it into real estate in Hawaii where property values might flatten but not decline and certainly improve due to limited land...

I definetly need to learn more about Self Directed IRA and tax strategies. I am not moving forward in pulling other $ out till I learn more.

It would be helpful to have a one stop shop expert- Tax advisor, Financial Planner, Real Estate Investor all wrapped up in one person!

I appreciate your time to respond and provide insight.