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Reverse Mortgages With Bill Benson

Reverse 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…

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Understanding Documentation For Financing And The Difference Between Conforming VS. Jumbo

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It may initially sound boring, but understanding the documentation for financing when refinancing or making a purchase can help quell some of the frustration. In today’s podcast Joe breaks down the differences between general conforming loans and jumbo loans. He also looks at the required documentations as well as reasons why your lender needs them.…

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Trusts Simplified With Philip E. Holsworth

Over the years that we have worked with seniors and talked about the goals and challenges we all face as we age, we have learned an important thing about legacy planning. Of those whom don’t have a will or trust in place – they tend to lack one not because they don’t WANT one, but…

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Buying 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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Using Technology in the Real Estate Industry

It’s no secret that many real estate companies are looking forward and developing technology that only gets used behind the scenes. But is anyone working on a product that directly connects with consumers? Today Joe pinpoints problems plaguing the real estate tech we already have in place and why better processes and systems haven’t already…

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