by Walter Storholt | Sep 15, 2022 | Financial Planning, Podcast
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... by Walter Storholt | Sep 1, 2022 | Financial Planning, Podcast
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.... by Becca Mack | Oct 1, 2020 | Podcast
The Setup: Clients often ask us about their house (or houses) and how they fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.... by Becca Mack | Feb 20, 2020 | Podcast
The Setup: It’s another mailbag edition of the show and we’re covering five different topics that you’ve been asking about. From company stock to old life insurance policies to hitting seven figures in your portfolio, it’s a wide range of retirement conversations but... by Becca Mack | Dec 5, 2019 | Podcast
The Setup: We’ve been hearing from a number of listeners who have sent in questions on a wide range of topics so we decided to dedicate an entire episode to answering as many as we can. From rental properties to fees and commissions to 401k company investing and more,...