RERL-1580-Accessing Home Wealth Without Debt

Posts Tagged ‘pension’

RERL-1580-Accessing Home Wealth Without Debt

Longtime home owners know there are many ways to take advantage of your homes equity, but reverse mortgages come with restrictions and HELOC’s are not ideal in a rising rate environment. As we roll into 2019 Joe and our friends at Barastone want to make you aware of another option available to you. Today Joe…

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RERL-1553-Bill Benson-Reverse Mortgages

There is a lot of equity in a lot of homes around the Bay Area. For most people their home is their largest asset and a resource they can tap when income is needed. Reverse mortgages are not great for everyone, but it can be for the right person. Today Joe welcomes back Bill Benson,…

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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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RERL-1501-How To Buy A Home Without Selling First

In a market where inventory is insanely low most sellers are going to think differently with a lot of help from their lender. In fact a common issue agent’s face is working with clients that are hesitant to sell either because they don’t want to move multiple time or they fear of homelessness. Today Joe…

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Reverse Mortgages –Strategy Or Scam?

Many older people are living in the Bay Area with a lot of equity in their homes and not a lot of cash. Whether you need the money to cover medical costs or are just looking for a way to age in place, options are available to you; a reverse mortgage specifically. Today Joe is…

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

home-mortgage-loan-los-gatos

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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