Explore cash flow

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Income Lab

Software

2 creators

Modeling dynamic spending adjustments and guardrails for retirement clients

"I'll give a shout-out to Income Lab, which has actually built some really cool tools to model adjustments more dynamically, to model guardrails, so you can see where clients are drifting too far out of whack."

Michael Kitces

Aligning portfolio construction to retirement cash flow plan by laddering fixed income to cover spending needs for first 5-8 years of retirement

"We use a specific investment process called asset liability matching where we're buying bonds or CDs or bullet shares — which are a package of bonds that all mature in the same year — and we're matching those fixed income instruments to the specific cash fl..."

Dana Anspach

Deploying 0% interest credit card capital into real estate to build equity and recycle funds

"What we do is we use a lot of it for real estate. I've always done the BURR strategy — buy, renovate, rent, refinance, repeat. I love that strategy, just the value add and cash flow and appreciation, tax benefits."

Brandon Elliott

"What about 10% into savings that you use to buy a cash flowing business? A lot of what we talk about with people who are in jobs but want to buy one is called an ownership tithe."

Codie Sanchez

"I did buy rental properties simultaneously"

Codie Sanchez

Building long-term passive wealth through cash-flowing real estate with minimal management overhead

"RV parks — not even remotely close. There's no management, there's no capex. You can buy a good one for $3 to $7 million on seller finance and they net $30 to $40,000 a month after every single expense. I call them the only asset that's a one and done. You ..."

Pace Morby

Ongoing annual monitoring to determine whether clients are ahead of minimum required asset levels and whether to extend the income ladder by taking equity gains

"Asset Dedication produces something called a critical path for us. Based on that original plan, it's basically calculating what's the minimum dollar amount that I need each year for this plan to work through the time horizon I've outlined. And it's one of t..."

Dana Anspach

Improving cash flow for a dental implant practice by collecting full payment at the start of treatment rather than per visit

"My position would be: 'Hey, there are two ways to pay — you can pay on a credit card or you can pay using financing, but either way we need to pay now to get this whole process started.' I prefer that especially from a cash conversion cycle perspective. You..."

The Game w/ Alex Hormozi