The Fiduciary Mission: Why Transparency is My Bedrock as a Realtor
There are many ways to build wealth, yet many fall into the trap of accumulating non-productive assets. A fleet of vehicles, like an 8th motorcycle, a 10th car, or a 3rd boat, represent capital misallocation- also known as a trap that builds no generational advantage. Mindlessly spending money on lifestyle-focused liabilities is the number one reason wealth remains stagnant, even when a household appears "asset rich" on the surface. Lessons in Asset Erosion I value sustainable consumption and data-driven decision making. My perspective was forged by witnessing the volatility that occurs when a household treats appreciating assets , such as a primary residence, as a "quick money grab." This lesson was compounded by a discovery I made following my grandfather’s passing: a secondary property, held in secret, was lost to a squatter due to a lack of transparency and a failure to navigate California Real Estate law . By the time I learned about this hidden asset, it wa...
