The Ascension Ladder Podcast

How can you participate in one of the hottest Real Estate markets in (potentially) a generation?Listen in this week while we chat with one of the hottest real estate agents in one of the hottest real estate markets in the country. Learn one strategy that he's using to help his clients by leveraging and holding short-term.AscensionLadder.comThe views and materials were created and intended to provide background assistance and education and no recommendation regarding the purchase or sale of any security is made, intended, or should be implied by these materials.  Real estate investments involve risks and are sensitive to factors such as changes to real estate values, property taxes, and interest rates. Stock prices fluctuate, sometimes rapidly and dramatically due to factors affecting individual companies, particular industries or sectors, or general market conditions.  Bond prices can fluctuate, like the value of any other investment.This is provided for informational purposes only and should not be construed as investment or tax advice. Data and analysis do not represent the expected future performance of any investment product or strategy. Securities and Advisory Services offered through Harbour Investments, Inc., member SIPC.Harbour Investments Inc. does not offer tax services. 

Straight up, we just don't trust people that haven't suffered real failure!What could a financial consultant know about risk if they've never experienced catastrophic financial failure? How can you understand how important it is to keep your clients from falling off the cliff if you don't really know what or where the cliff is...or how bad it could actually be?It's easy to think that you understand risk because of what you've read and learned academically. As you'll hear in this episode, we can attest that if you haven't lived it you can't ever really know.As we were coming up (financially) we saw ourselves in an unrealistic place. We made decisions based on anecdotal data that we thought was factual. We made a series of massive financial mistakes. And it took years to recover.As we see it, you have two choices:1. Keep pushing forward and hope that it doesn't happen to you. You've been "good" (lucky) so far. Hope that it continues.or..2. Find a guide that HAS seen the darkness, has shepherded many away from it and will help you understand the tools that you can develop immediately to help prevent such a tragedy.If you are looking to ASCEND check us out at ascensionladder.comThe views and materials were created and intended to provide background assistance and education and no recommendation regarding the purchase or sale of any security is made, intended, or should be implied by these materials.  Real estate investments involve risks and are sensitive to factors such as changes to real estate values, property taxes, and interest rates. Stock prices fluctuate, sometimes rapidly and dramatically due to factors affecting individual companies, particular industries or sectors, or general market conditions.  Bond prices can fluctuate, like the value of any other investment.This is provided for informational purposes only and should not be construed as investment or tax advice. Data and analysis do not represent the expected future performance of any investment product or strategy. Securities and Advisory Services offered through Harbour Investments, Inc., member SIPC.Harbour Investments Inc. does not offer tax services.

Are you a fiduciary?It's a question that we get all the time...what does it mean and is it for real?A true fiduciary is someone that always does what's right for their client. When was the last time your "fiduciary" financial advisor talked to you about investing in directly held, single-family real estate? How about anything outside of what he or she can get directly paid on? If they haven't brought it up, how are they your fiduciary?Listen in this week as we try to unravel the whole idea of how financial advisors work for you and what seems to really be important to them. AscensionLadder.comThe views and materials were created and intended to provide background assistance and education and no recommendation regarding the purchase or sale of any security is made, intended, or should be implied by these materials.  Real estate investments involve risks and are sensitive to factors such as changes to real estate values, property taxes, and interest rates. Stock prices fluctuate, sometimes rapidly and dramatically due to factors affecting individual companies, particular industries or sectors, or general market conditions.  Bond prices can fluctuate, like the value of any other investment.This is provided for informational purposes only and should not be construed as investment or tax advice. Data and analysis do not represent the expected future performance of any investment product or strategy. Securities and Advisory Services offered through Harbour Investments, Inc., member SIPC.Harbour Investments Inc. does not offer tax services.

Why does it always seem that Financial Advisors are only focused on retirement planning?What if you want to plan for something else? What if you want to create a plan to become really wealthy? Can they help? ...maybe not!In this episode, we talk about the process of creating a map, understanding medium, and long-term goals, and translating them to 12-month targets.When you're a high-earner, things happen differently. Stop trying to do what everyone else is doing, it's holding you back! Listen to find out what we mean.AscensionLadder.comThe views and materials were created and intended to provide background assistance and education and no recommendation regarding the purchase or sale of any security is made, intended, or should be implied by these materials.  Real estate investments involve risks and are sensitive to factors such as changes to real estate values, property taxes, and interest rates. Stock prices fluctuate, sometimes rapidly and dramatically due to factors affecting individual companies, particular industries or sectors, or general market conditions.  Bond prices can fluctuate, like the value of any other investment.This is provided for informational purposes only and should not be construed as investment or tax advice. Data and analysis do not represent the expected future performance of any investment product or strategy. Securities and Advisory Services offered through Harbour Investments, Inc., member SIPC.Harbour Investments Inc. does not offer tax services.

Financial advice is incredibly outdated! "Buy and Hold", 60/40 portfolios, outdated 1954 investment garbage! These things have a place for some people, they just don't have a good place for high producers or high-income earners. You cant do what everyone else is doing and expect different outcomes.Maybe it's time for you to consider building race cars.  Maybe it's time for you to reconsider how you think about money.In this episode, we get into the weeds and give examples of what we mean by "race cars". We discuss what we think is wrong with the "status quo" advice that is designed for the fat, juicy center of middle America, but may be doing you, a high-earner more harm than good.AscensionLadder.comThe views and materials were created and intended to provide background assistance and education and no recommendation regarding the purchase or sale of any security is made, intended, or should be implied by these materials.  Real estate investments involve risks and are sensitive to factors such as changes to real estate values, property taxes, and interest rates. Stock prices fluctuate, sometimes rapidly and dramatically due to factors affecting individual companies, particular industries or sectors, or general market conditions.  Bond prices can fluctuate, like the value of any other investment.This is provided for informational purposes only and should not be construed as investment or tax advice. Data and analysis do not represent the expected future performance of any investment product or strategy. Securities and Advisory Services offered through Harbour Investments, Inc., member SIPC.Harbour Investments Inc. does not offer tax services.

The entire world is fixated on the idea of abundance. Do you feel like there is more out there? Does it seem like you're settling? Welcome to financial prosperity...everything that makes up abundance, and a whole lot more.If you're a high producer, you have the opportunity to become the generational ripple in your family tree, but you have to know that prosperity even exists......and you have to know how to get there.Standing on the shoulders of giants and becoming a giant yourself.AscensionLadder.comThe views and materials were created and intended to provide background assistance and education and no recommendation regarding the purchase or sale of any security is made, intended, or should be implied by these materials.  Real estate investments involve risks and are sensitive to factors such as changes to real estate values, property taxes, and interest rates. Stock prices fluctuate, sometimes rapidly and dramatically due to factors affecting individual companies, particular industries or sectors, or general market conditions.  Bond prices can fluctuate, like the value of any other investment.This is provided for informational purposes only and should not be construed as investment or tax advice. Data and analysis do not represent the expected future performance of any investment product or strategy. Securities and Advisory Services offered through Harbour Investments, Inc., member SIPC.Harbour Investments Inc. does not offer tax services.

If you're a high producer, a high earner, the current financial system simply isn't built for you! Financial systems like tax preparers, real estate agents, insurance agents, and financial advisors are created to serve that fat, juicy, middle of America....a system designed to reach abundance.Abundance is not the destination!Not for you anyway.It's time to consider prosperity. Generational wealth. Leaving a legacy.Become the ripple in your family tree. AscensionLadder.comThe views and materials were created and intended to provide background assistance and education and no recommendation regarding the purchase or sale of any security is made, intended, or should be implied by these materials.  Real estate investments involve risks and are sensitive to factors such as changes to real estate values, property taxes, and interest rates. Stock prices fluctuate, sometimes rapidly and dramatically due to factors affecting individual companies, particular industries or sectors, or general market conditions.  Bond prices can fluctuate, like the value of any other investment.This is provided for informational purposes only and should not be construed as investment or tax advice. Data and analysis do not represent the expected future performance of any investment product or strategy. Securities and Advisory Services offered through Harbour Investments, Inc., member SIPC.Harbour Investments Inc. does not offer tax services.