Posts Tagged ‘cfp’
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 MoreRERL-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 MoreRERL-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 MoreRERL-1533- Brandon Picone and Anthony Hoye with Merrill Lynch
Most long time listeners know that on RERL we spend a fair amount of time covering residential financing programs. This time around we are going to learn about a more unique and different program designed for investor strategies. Today Joe finds out more about custom lending from Merrill Lynch wealth advisors, Brandon Picone and Anthony…
Read MoreRERL-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 MoreRERL-1489-Market Insights from George Papadoyannis
Here at RERL we consider ourselves pretty lucky to be connected with so many professionals to help us with things in and around our real estate. Returning guest and Ameriprise Private Wealth Advisor, George Papadoyannis, calls in with market insights on an important day and details about the new tax laws. Specific topics include: The…
Read MoreReal 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 MoreTaking 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 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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