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Wealth & Investment

Investing basics through portfolio-level decisions.

Wealth & Investment

Wealth Building 101: The Dos and Don’ts with Nathan Moore

In this CHIP x Official Black Wall Street master class, Nathan Moore, CFP®, CKA®, shares the dos and don’ts of wealth building: budgeting, credit, compounding, retirement, Social Security and legacy. 55:51 Watch →
Wealth & Investment

Investing with Purpose: How Social Impact Can Transform Your Future

Eugenie George and four pros explain social impact investing, from SRI and ESG to CDFIs, donor-advised funds and the six Ts of giving. Sponsored by OneDigital. 33:17 Watch →
Wealth & Investment

Real Estate Tax Secrets with Bill Hampton: Building Wealth & Keeping More of It

Bill Hampton, AIF®, CFEI, RFC®, shares real estate tax strategies to help you build wealth through property and keep more of what you earn. 31:41 Watch →
Wealth & Investment

The Optimizer Money Type: Traits, Strengths and Next Steps

Discover the Optimizer Money Archetype: how Optimizers refine money systems, their analysis-paralysis blind spot, and how to turn precision into action. Read →
Wealth & Investment

Wealth & Investment: Growing Your Assets Strategically

Investing can feel like a members-only club, one where the password was handed out to everyone but you. The jargon, the suits, the CNBC ticker scrolling numbers that mean nothing. If wealth building has ever felt like it wasn’t meant for you, you’re not imagining things. But investing isn’t reserved for Wall Street. It’s for […] Read →
Wealth & Investment

WTF: The Wealth Plan, Your 90-Day Action Guide

In short: The WTF Wealth Plan is a seven-step process for building wealth that lasts, one you can actually follow, even if no one ever handed you a roadmap. It walks you through healing your relationship with money, setting clear goals, investing with confidence, protecting what you build, and passing it on to the people […] 10 min read Read →