About this Session
In a world full of financial noise, how do you know what advice to follow—or which tools actually move the needle?
In this insightful panel, top personal finance experts share their most powerful money moves—from the best financial advice they’ve ever received to the exact tools they use to manage their own investments. You’ll also get a behind-the-scenes look at where these experts turn for reliable financial information, whether it’s traditional sources like the Wall Street Journal, niche newsletters, or emerging platforms.
Expect an honest and engaging discussion around:
- The #1 piece of personal finance advice that changed their trajectory
- The apps, spreadsheets, and systems they rely on to stay organized and informed
- How they filter out noise and stay sharp in an overwhelming media landscape
- What every investor—whether seasoned or just starting—needs to prioritize today
Whether you're fine-tuning your wealth strategy or getting your financial foundation in place, this session is packed with real-world tools and takeaways to help you make smarter, more confident money decisions.
We help busy professionals build generational wealth through multifamily passive investments without the hassle of being a landlord.