Posts Tagged ‘financial’
Wells Fargo in the News & Our Love Hate Relationship with Banks
The nightmare continues for Wells Fargo which is back in the news again and not for good reasons. The banking giant accidentally leaked the personal information of over 50,000 high dollar clients, mistakenly providing it to a former employee who is now suing a current employee for defamation. Not good publicity following its fake account…
Read More[podcast] Google In San Jose
If you live around the Bay Area you know it’s all over the news: Google is moving to downtown San Jose. Like many other areas around Silicon Valley that became homes to mega campuses, we can totally expect rent and property values to increase rapidly as more jobs come to the area. We can also…
Read MoreFinancial Transformations and Financial Freedom with Damion Lupo
Let’s face it; you can’t really enjoy the benefits of life when you don’t know how to manage your money properly. Living in an age where so much information is available it can be hard to know which investment options you should be investing in. In today’s podcast Joe calls up financial transformation expert and…
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 MoreReverse Mortgages With Bill Benson
One thing many Bay Area seniors have working to their advantage right now is incredible amounts of equity. Joe sits down with reverse mortgage specialist, Bill Benson, to show us the ins and outs of a reverse mortgage that make retirement more comfortable for our seniors. Is the Bay Area ripe for the reverse mortgage…
Read MoreStrategies of Investing with Scott Poncetta
It’s extremely common and even natural for property owners to use their real estate as one strategy to continue building wealth. Keller Williams Investment and Income Property specialist, Scott Poncetta, joins Joe in studio today to discuss some of the basics around real estate investing. After giving us his thoughts and view on the still…
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 MoreParental Transitioning In Real Estate
Each day many Americans are confronted by the unfortunate reality that their parents are getting older, and it may be time to reconsider living situations. After the startling discovery that Laura’s parents do not have home owners insurance (because why would you when you don’t have a lender requiring it) Mike and Laura discuss several…
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…
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