Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)
The Key Points: Today we are excited to be joined by Dan Oaklief, RICP®, CPFA, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social...Ep 106: How Retirement Changes Impact Finances (Part 2)
The Key Points: The only certainty in life is that we have no idea what tomorrow will bring. Even the best laid plans can change in an instant, but a well-constructed financial plan will ease the burden during these life events. In this episode, we’re spending some...Ep 96: Mortgage Lending Options for Investors (Part 2)
The Setup: The housing market has seen incredible growth over the past few years and the low interest rates have been a big driver of that. Many people have been taking advantage of this current investing environment to buy properties that will generate income. Today...Ep 95: The Benefits to Lending Through a Local Bank (Part 1)
The Setup: The housing market has seen incredible growth over the past few years and the low interest rates have been a big driver of that. With so many people looking to buy a new home or a secondary property, mortgage lending comes up with our clients quite a bit....
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