Wealth planning is essential to the success of your business. We have tools and advice for setting up a budget, organizing your finances, and even preparing for retirement. Build a healthy relationship with your money and learn how to make it work for you.
These are financial categories that agents may want to consider for tracking business expenses. Word document that you can edit to work with your bookkeeper or accountant to determine a system that works for you!
Every March we hear from agents who are freaked out about tax time. The one thing agents need to know about tax time is that it's a great opportunity to reevaluate and start fresh. Learn about the opportunities available to you at this time of year.
This worksheet doesn't include the monthly detail that say, Denise's Money In Money Out sheet does, but if you want to track where you have been and where you want to go, this worksheet will do just that. And it includes automated graphs to boot!
Do you have power over your money... or does your money have power over you? Our relationship with money is something we don't often look at - and we should! This call will help you take a look at this important dynamic in your life.
Having a healthy relationship with your money is critical to a sustainable business. If you've been wondering how to find the right kind of accountant, what role a financial planner completes in your business, how to save money without succumbing to bad habits, or what to keep in mind as you consider your retirement strategy, then join us as Denise covers a variety of important topics surrounding money and your real estate business.
Although this isn’t a super-fun topic, if tax time has you stressed, this is a great time to make a resolution to do things a little differently next year.
As we look ahead to 2026 and you are considering your budget and money plans, you might wonder, "Am I on track?", "Am I spending too much?", "Should I be saving more or saving in a different manner?”, "What about debt?". Although each person and household is unique, Denise has developed general guidelines that you can put to work immediately! Utilizing this formula can revolutionize how you approach money AND help you build substantial wealth in 2026 and beyond!
Have you lost a buyer referral due to poor scheduling habits? Ever misplaced a critical listing presentation prop among your piles? Did you miss-out on reimbursements or tax-breaks due to missing records? Is there a mess getting in the way of doing your monthly marketing? Disorganization can kill your business with a thousand cuts and Denise is here with both organizing strategies and options for agents who don’t have the time.
Tax season is in full-swing - are you taking all your deductions this year? This week we are discussing six deductions that agents often undervalue, but that can make a big difference to your bottom line. Whether you are filing on your own or working with a tax professional, understanding deductions is something every agent should know.
Financial rules are a fantastic tool. They are there to help you set expectations, warn you when expenses are unhealthy, and keep your business and future on-track. Learn how to keep your spending on track, especially when you have financial goals to fulfill.
If you have assets, then you have pajama money! Knowing your pajama money rate means peace of mind for the future. How much pajama money do you have now…and how much will you have in 5 years, 10 years, or 20 years? Learn your pajama money rate in today's episode of Denise Live. This episode includes the Future Value Calculator
Planning for a strong financial future begins when you are ready to get real, make a plan, and are able to keep your eyes on the prize - even when you are holding a big commission check.
Do you have control over money or does it have control over you? Setting financial goals is a key strategy for taking that control. Money can mean freedom for those who have mastered control - and it can mean stress and anxiety for those who haven't. Denise helps you tackle creating a roadmap for a variety of financial goals - and the healthy money habits that will move you forward.
Buyers today have to get creative in order to cover their housing expenses. Join us for house hacking ideas and get the calculator that will help you talk with your buyers about opportunities to make money with their property.
Your money team should be bigger than just you and your pocketbook. From accountants, mortgage professionals, and strategists, having a great team at your back is essential for making sound money decisions and keeping your future healthy!
Whether it is a new car loan, a mortgage due, or a crippling credit card balance – debt takes all shapes and forms. Debt can be a powerful leverage for your real estate business or the hammer of personal stress. We examine debt attitude and strategies you can use to overcome challenging debt situations.
Real estate can easily become a feast-or-famine income lifestyle. Escaping the stress and bad habits that come from an inconsistent income is possible if you know how. If you cringe every time you open your credit card statement, join us as we look at the keys to consistent business budgeting, how to get started, and how to build rules into your business that lead to stability.
In recent episodes we have been discussing your earn, net, save, and burn rates. Denise says, "You either need to spend less or make more.” That is a hard-hitting point for a balanced budget. If you are tired of feeling the scourge of scarcity, then MAKING MORE MONEY needs to be on the forefront for 2026. This week we are starting with the low-hanging fruit and having an honest discussion about the biggest money maker in your business.
If your goal is just a general "spend less," you will probably struggle making any real budget gains. Real saving takes some awareness of where you are spending and where comfortable cuts can be made. Denise takes you on a tour of ten realistic ways that you can increase your saving - many of which are overlooked and can result in meaningful changes to your pocketbook.