Musings of a Certified Liability Advisor - Not Investment Advice

11 Reasons Articles Consolidated - Ebook

After putting together my thoughts about the last published version of the Ric Edelman - 11 Reasons to Carry a Big Long Mortgage, I've...

CLA Interview Format - Mike Slaughter - MSFS, NSSA, AEP, CFP®, CRPC®, CLU®

As part of the Certified Liability Advisor™ designation process, we require that our students to interview at least 3 financial...

Questions for Financial Advisors

We're working on a new podcast based on a simple format - we'll interview financial advisors to better understand their thoughts about...

How Can You Add More Value to Advisors

Advisors are always looking for ways to add value to their clients - but how do you add more value to financial advisors? Here are 101...

Personal Growth is a Stair Climb

When you do anything new, learn any new skill, you do it with an understanding that it would be easier to do nothing. Or is that true? ...

What do you see?

I've talked about the RAS in more detail, but we all see things very differently based on our experiences over time. Those experiences...

A Beginner's Mind - Working with Advisors

In the beginner's mind, there are many possibilities, but in the expert's mind, there are few. Suzuki Beginners mind is like beginners...

Cycles and Working with Advisors

As house prices go up... Down payments go up. When house prices go up, more Realtors enter the market... this will likely shift if house...

Information Arbitrage - the Heart of Most Decisions

I haven't posted much here about why I write, and I haven't promoted the CLA™ course in the Blog, but I wanted to share a few thoughts...

Lifecyle of Equity Development

Years ago working on a project for Ameriprise, we looked into the dynamics of equity creation from home ownership. Equity development...

State of the Mortgage Industry - Half-Time Report

Dave Savage is doing such an incredible service to the mortgage industry with his work, and I was fortunate to get to spend some time...

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