Skip to content

RERL-1783 – Financial Planning – Our guest Jeff Yoakum

RERL-1783 – Financial Planning – Our guest Jeff Yoakum

Big corporations have little in common with small businesses when it comes to how they handle money, and an individual’s financial plan couldn’t be further away from that of a business. Having worked for both small and large financial institutions has given today’s guest, Jeff Yoakum, ample understanding of the many financial situations people may…

Read More

RERL-1783 – Financial Planning – Our guest Jeff Yoakum

Big corporations have little in common with small businesses when it comes to how they handle money, and an individual’s financial plan couldn’t be further away from that of a business. Having worked for both small and large financial institutions has given today’s guest, Jeff Yoakum, ample understanding of the many financial situations people may…

Read More

RERL-1614-Real Estate – Death and Divorce

Death and divorce are two topics that while grim, are very real and require planning. No one really goes into a relationship planning on a divorce, but it nearly half of US marriages end in one. The only thing you can do is to plan as best you can. Today Joe discusses death and divorce…

Read More

RERL-1503-Multigenerational Planning

By now it’s no secret that the bull market we saw for so long is currently experiencing a bit of volatility. Planning for the future is more important now than ever and ensuring you leave a legacy for your children is becoming increasingly difficult. Today Joe talks with Ameriprise CFP George Papadoyannis about planning for…

Read More

Taking A Look At Your Bigger Financial Picture

Many long time listeners know RERL’s number one goal is to provide you with education and information in and around your real estate. Today Joe focuses on the bigger picture by calling up George Papadoyannis, a private wealth advisor for Ameriprise Financial Services who works with clients close to and well within their retirement years.…

Read More

Impact of Home Ownership on Civic Involvement and Don’t Forget to Involve Your Financial Planner When Buying and Selling a Property

Home ownership is pretty great. You build equity, communities are built, there are tax benefits and oh yeah, you own a house! But what about the economy? Today Joe looks at forgotten benefits of home ownership such as higher involvement in voluntary organizations. Later on Joe will also cover reasons why consulting your financial planner…

Read More