While in college, Keith Beverly set a goal to obtain the two credentials that are the most respected designations for the financial industry. On the site we talk more about how he uses his area of expertise as both a CFA and CFP to help his clients manage their wealth.
Interviews
Enabling Creatives to Build Wealth: An Interview with Carter Cofield
Carter Cofield combined his believe in entrepreneurship together with his passion for helping creatives to thrive and built a one-stop-shop financial firm so that creative entrepreneurs could spend more time doing what they love.
MBA Turned Rental Property Investor: An Interview with Justin Pogue of Rental Secrets
Justin Pogue, a real estate consultant and author of ‘Rental Secrets’, shares how the 2002 imploding tech bubble was a blessing in disguise as it changed his plans from wanting to become a Management Consultant to venturing into real estate investing.
Over the past 15 years, he has gone through the highs and the lows of real estate investing plus gained valuable learning lessons.
With the right mindset and knowledge, Justin is certain anyone can be successful in real estate.
Read more about Justin’s journey on the blog.
The Frugal CrediTnista: An Interview with Netiva Heard
Netiva Heard of The Frugal CrediTnista took the lemons that life threw at her and turned them into delicious margaritas. Hear now on the blog how she has helped people to change their financial habits in order to create and build generational wealth.
Retiring Early & Moving To Portugal: An Interview with Amon & Christina of Our Rich Journey
This couple set a goal to achieve ‘FIRE’ in order to spend more time with their children. After 8 years of hard work, they ultimately achieved financial independence and retired at the age of 41 and 39. They now live in Lisbon, Portugal raising their two young girls. Hear their story now.
From Pennies to Wealth: An Interview with DJ & Dannie
This couple learned how to pay off $130k of debt in 3 years and transition to a wealth mindset, all while in expensive Northern California. Hear their story now.
Financial Advisor Teaching Wealth Creation: An Interview with Kevin Matthews
While working as a financial advisor and managing over $140 million in assets, Kevin was bothered that none of his clients looked like him and he couldn’t help out those who really needed it. Now he dedicates his time and effort to making financial freedom more accessible to everyone.
Empowering Women to Crush Debt: An Interview with Fo Alexander
Girl Talk with Fo is a personal finance blog and podcast helping people regain control of their money and pay off debt. Fo paid off $78,000 in 3 years while cash flowing her wedding. Check out our interview with Fo to learn more about her financial journey and how she’s helping others dump debt.
Leaving Corporate to Find Financial Freedom: An Interview with Jamila Souffrant
What is motivating you to reach financial independence? Jamila Souffrant knew she had to pursue a better financial future for her family after enduring a 4 hour commute to work one day. Check out our exclusive interview with her to learn more about she saved $169,000 in two years, launched a popular podcasts, and helps other people achieve financial independence.
Real Estate And Travel with Re & Rob of Learn Hustle Grow
What if you could invest in real estate, pay off all your debt, save more money, then reach financial independence all within 10 years? Reshawn and Rob from Learn Hustle Grow have used their real estate savvy to do just this. Check out our interview with them to learn more about their investment strategies and how they reached FIRE in their 40s.