Posts Tagged ‘planner’
Real Estate And Your Retirement Plan With Aspire Planning
When it comes to retirement planning the one thing you don’t want to do is make a mistake with your biggest asset. Today Joe invites Aspire Planning Associates CFP’s Evor Vattuone and Mira Ma into the studio to help you avoid common pitfalls in and on the way to retirement. Specific topics include: Dave in…
Read More[podcast] What’s Going On In Today’s Market with Siena Wealth Management
A big part of planning, buying real estate and having strategies around what you do in life always takes money. Today Joe is joined by none other than Ron Howard and Chris Cox from Siena Wealth Management to make sure we always have a plan to meet more than just our real estate goals throughout…
Read More[podcast] Don’t Panic Yet! Solutions For Interest Rates Hikes
It seems today that the media only wants to focus on rate hikes when it comes to real estate. Even though we are no longer at all time lows, there are still tons of opportunities to be had. Today Joe and Mike talk to buyers who felt they may have missed the boat when it…
Read More[podcast] The Best Place For You to Find a Mortgage
Even with all the technology available today “where is the best place to find a mortgage?” still sounds like a funny question to ask. How you approach your mortgage might very well be dependent on your age. Today Joe challenges traditional lending with the newest trends in lending that are quickly gaining traction. What are…
Read MoreBuying Property and Keeping Your Current Property
Wanting to buy a secondary property is fairly common around the Bay Area. Moving up while keeping your current home can have some serious benefits, but is it always a smart move? Today Joe walks us through considerations to be addressed before buying that second home such as breaking down what your financial situation could…
Read MoreImpact 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…
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