RERL-1533- Brandon Picone and Anthony Hoye with Merrill Lynch

Posts Tagged ‘cfp’

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…

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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.…

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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…

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