Uploaded October 2025 | Updated September 2026, 54 minutes ago
In today’s episode, I sit down with Adrianna Adams, a Certified Financial Planner (CFP) from Domain Money, to tackle the big questions that a lot of you are asking.
We filmed this one live on the shores of Lake Erie — no Zoom calls, no studio setup, just a real, honest conversation about money, life, and finding balance in an uncertain economy. Adrianna and I dive deep into:
🏠 Whether it makes sense to buy or rent in today’s housing market
💰 How to know if you actually need a financial advisor (and what to watch out for)
📈 The right way to think about alternative investments like Bitcoin and gold
💸 Early retirement strategies, target-date fund traps, and the “golden middle”
👶 Smart ways to invest for your kids — including new 529 and “Trump Account” strategies
💼 How psychology plays a bigger role in your finances than most people realize
MY FAVORITE TOOLS & RESOURCES
🤝 Join My Private Community: lp.whiteboardfinance.com
🏠 Get My Home Affordability Spreadsheet: buymeacoffee.com/whiteboardfinance/e/374674
₿ $5 FREE Bitcoin (River): river.com/whiteboardfinance
🔒 Ledger - Store Your Bitcoin The Right Way: whiteboardfinance.com/go/ledger
📘 Book a free strategy session with Domain Money today: domainmoney.com/free-consultation?utm_source=partnership&utm_medium=youtube&utm_campaign=whiteboardfinance&utm_content=45959
Marko Zlatic is not a client of Domain Money and is being compensated to promote the Firm’s services. Any views expressed by the Promoter are their own and are not intended as investment advice. Clients of the Firm may have different experiences, and there is no guarantee of similar results.
MY OTHER SOCIALS:
🐦 X - twitter.com/whiteboardfin
📸 Instagram - instagram.com/whiteboardfinance
ABOUT ME 👇
My mission is to provide my viewers with actionable content that enables them to create financial wealth. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, finance major, and entrepreneur.
This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.
Subscribe if you are interested in:
#finance #StockMarket #Investing
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.
In today’s episode, I sit down with Adrianna Adams, a Certified Financial Planner (CFP) from Domain Money, to tackle the big questions that a lot of you are asking.
We filmed this one live on the shores of Lake Erie — no Zoom calls, no studio setup, just a real, honest conversation about money, life, and finding balance in an uncertain economy. Adrianna and I dive deep into:
🏠 Whether it makes sense to buy or rent in today’s housing market
💰 How to know if you actually need a financial advisor (and what to watch out for)
📈 The right way to think about alternative investments like Bitcoin and gold
💸 Early retirement strategies, target-date fund traps, and the “golden middle”
👶 Smart ways to invest for your kids — including new 529 and “Trump Account” strategies
💼 How psychology plays a bigger role in your finances than most people realize
MY FAVORITE TOOLS & RESOURCES
🤝 Join My Private Community: lp.whiteboardfinance.com
🏠 Get My Home Affordability Spreadsheet: buymeacoffee.com/whiteboardfinance/e/374674
₿ $5 FREE Bitcoin (River): river.com/whiteboardfinance
🔒 Ledger - Store Your Bitcoin The Right Way: whiteboardfinance.com/go/ledger
📘 Book a free strategy session with Domain Money today: domainmoney.com/free-consultation?utm_source=partnership&utm_medium=youtube&utm_campaign=whiteboardfinance&utm_content=45959
Marko Zlatic is not a client of Domain Money and is being compensated to promote the Firm’s services. Any views expressed by the Promoter are their own and are not intended as investment advice. Clients of the Firm may have different experiences, and there is no guarantee of similar results.
MY OTHER SOCIALS:
🐦 X - twitter.com/whiteboardfin
📸 Instagram - instagram.com/whiteboardfinance
ABOUT ME 👇
My mission is to provide my viewers with actionable content that enables them to create financial wealth. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, finance major, and entrepreneur.
This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.
Subscribe if you are interested in:
#finance #StockMarket #Investing
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.
