What could our life be like if you had a financial strategy based on what is truly important to you? Imagine a strategy that would continue to meet your needs through all of the ups and downs in life. On today’s show, Host Joe Cucchiara talks to Shawn Okumura, Financial Advisor and Principal of Transitions Wealth Advisors and Jeff Trevarthen, Loan Officer from Bay Equity Home Loans about how to weather a volatile stock market. Listen in today from 3-4pm PST on AM 1220 KDOW, or listen streaming online at www.reradiolive.com – click ‘Listen LIVE.’
Joe will kick off the show by asking Shawn about his career as a financial advisor and how he started Transitions Wealth Advisors. Shawn has been in practice since 1997 and strives to help people feel confident with their financial choices. Jeff has been a loan officer for over 12 years and thrives on helping homeowners navigate the array of loan types and terms available.
Today’s topics will include:
| Consider a Roth IRA Conversion
| Rebalance your non-retirement portfolios
| Examine your debt
| Opportunity to refinance
| Review your risk/reward appetite
| Know your monthly nut
Call Shawn, Jeff & Joe during the show at 1.800.516.1220 or text your questions to 408.838.9060.
Learn more about Transitions Wealth Advisors visit www.transitionswealthadvisors.com. To contact Jeff, visit his website or call 408.340.7339. Be sure to tune in to AM 1220 KDOW from 3-4pm and click ‘Listen LIVE” on www.reradiolive.com. Thank you to Shawn and Jeff for bringing their time, energy & expertise to Real Estate Radio LIVE!