Real Estate Title Fraud: How to Keep Your Property Safe
Did you know that real estate fraud happens daily? And it happens to very intelligent and savvy homeowners. In this episode, Tanner Herrick, EVP of Premiere Title, talks to us about the tactics criminals are using - from hacking email accounts to listing frauded properties for sale on Zillow.
Learn how to prevent wire fraud, deed fraud, and other sophisticated real estate scams.
Laundromat Ownership: Is This Passive Business For You?
The mortgage broker who pivots to create different streams of income! Jud Holmes, an established mortgage broker, saw a downturn coming and sought to purchase a coinless laundromat for more passive income.
He takes us through his eye-opening experience of researching, purchasing and his first year running his coinless laundromat. From searching bizbuysell.com to discovering the profitability of laundromats, Jud discusses the different kinds of business structures, what to look for when reviewing a business and how they can fit your lifestyle.
Is this income stream for you?
Do You Need a Property Manager? Stories of Being a Landlord
We sit down with property manager, Howard Rudin, Realtor®, to talk about the details of being a landlord. Even if you think you can handle it all, Howard talk about the tasks, laws, and potential pitfalls you might not be aware of.
My Honest Opinion About Life Insurance & the Different Ways to Utilize it
Are you confused by the different messages you receive about life insurance? Learn how life insurance can fit into your financial plan, whether it's a smart investment or something you should bypass.
Finding Happiness with Your Current Income Through Financial Coaching
Many individuals earning six-figures struggle to make ends meet. Join us with financial coach, Ericka Young, as we explore why this happens, the stress that can come with increased income, and solutions to alleviate financial challenges.
We also speak to the benefits of implementing a coaching program in the workplace. Discover how this not only aids employees in managing their finances but also contributes to employee retention.
Adding a Retirement Plan to Your Business: Which One Is Right For You?
If you're a business owner wanting to maximize tax savings, exploring retirement plans could be a good fit. We have Sara Johnson, QKA®, AIF®, CPFA®, a specialist in this field, here to guide you on when, how, and what type of plan aligns with your goals.
This might be the best time to start a plan! Numerous tax credits are available to start your retirement plan in 2024/25– someting that has never been offered before.
Throughout our discussion, we weigh the pros and cons of each plan, assisting you in identifying which plan to choose. Implementing a retirement plan also means creating a valuable benefit for your employees.
Creative Ways to Purchase Real Estate (Including Rentals)
If you’re worried you won't be able to purchase real estate in the current environment, this episode may give you hope!
Jeff Ohm, Managing Partner of Forward Loans, shares creative ways people are purchasing real estate.
We start by looking at VA loans for veterans, move on to buying down mortgage rates, and conclude with loans based solely on rental income—options that may require minimal down payments.
A Financial Advisors Most Frequently Asked Questions
In this episode, I address my most frequently asked financial questions. Join me to find the answers to questions that keep you up at night!
What should I do with my cash? This is by-far my most asked question and changes depending on the market conditions.
Finding a good CPA
Health Insurance - are there cheaper options out there?
Buying a car and getting the best rate on your loan - listen in to hear how to get a low rate AND cut your time at the dealer.
Should you loan or invest with a friend or family member?