show episodes
 
Join host John Thompson as he delves into the world of financial advising, interviewing top professionals to uncover their strategies, tools, and personal journeys. ”Nurturing Success” provides a unique blend of industry insights and practical advice, making it an essential listen for financial advisors and anyone interested in the financial sector. Each episode explores key topics such as client engagement, liability management, and innovative business development ideas, offering valuable t ...
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Join John and David Thompson as they bridge the generational gap in finance. With John’s decades of experience and David’s fresh insights from his first five years in the industry, ”SMPL Money” delves into the complexities of financial planning, investment strategies, and economic trends through a dual lens. Whether you’re a seasoned investor or just starting out, tune in to gain valuable perspectives that span generations. Get ready to enhance your financial wisdom and prepare for a prosper ...
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On the Mortgages Made Easy Podcast, host Dave Steinberg interviews real estate agents, financial planners, attorneys, investors and entrepreneurs about successes, failures, and hard-earned lessons. The Mortgages Made Easy Podcast gives you information from a variety of mortgage and real estate experts with hands-on knowledge to help you through the home loan process process. The Mortgages Made Easy Podcast shares tips, tricks, hacks, and knowledge to help you buy a home, refinance, or invest ...
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show series
 
Hosts: John and David Thompson Episode Summary: In this episode of SMPL Money, John and David provide an in-depth look at mortgage refinancing, covering when it makes sense to refinance, common mistakes to avoid, and how refinancing can impact your long-term financial goals. They discuss real-world scenarios to illustrate how refinancing can save m…
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Host: John Thompson Guest: Alex Sierra, CFP® Episode Summary: In this episode of Nurturing Success, John Thompson speaks with Alex Sierra, a Certified Financial Planner specializing in building generational wealth for educators, public employees, and nonprofits. Alex shares his journey into financial planning, how he developed his niche, and the im…
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! In Episode 50 and Part 2 of Mortgages Made Easy Podcast Episode with Maria Rini, Broker-Associate at RE/MAX Real Estate Limited. Join host Dave Steinberg as they dive into the recent changes in real estate compensation rules following a major lawsuit involving the National Association of Realtors. Find out what these changes mean for buyers and s…
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Exciting news! In Episode 48 of Mortgages Made Easy, we have a special guest, Maria Rini, Broker-Associate at RE/MAX Real Estate Limited. Join host Dave Steinberg as they dive into the recent changes in real estate compensation rules following a major lawsuit involving the National Association of Realtors. Find out what these changes mean for buyer…
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Hosts: John and David Thompson In this episode of SMPL Money, John and David tackle the classic question: “Should you buy or rent?” They dive into the factors influencing the decision, such as market conditions, cash flow, personal goals, and lifestyle considerations. With insights from their own experiences and practical examples, they discuss why…
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Hosts: John and David Thompson Episode Summary: In this episode of SMPL Money, John and David discuss the principles behind the FIRE (Financial Independence, Retire Early) movement, drawing connections to the popular book Your Money or Your Life. They explore how people can build an ideal lifestyle by saving early, living frugally, and prioritizing…
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Host: John Thompson Guest: Linda Polwrek, CFP®, CDFA®, RICP®, MBA Episode Summary: In this episode of Nurturing Success, John Thompson sits down with Linda Polwrek, a seasoned financial planner with multiple designations, including CFP®, CDFA®, and RICP®. Linda shares her journey into financial planning, how she built a successful practice while em…
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In this exciting continuation, Mary Jean Agostini, the Lead Listing Agent at MJ Agostini Real Estate, joins Dave Steinberg on the Mortgages Made Easy podcast to dive deeper into the ins and outs of the Buyer’s Brokerage Agreement. In this second part of the conversation, Mary Jean shares expert insights on how this agreement benefits both buyers an…
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Hosts: John and David Thompson Episode Summary: In this final installment of the Mortgages series, John and David continue discussing Ric Edelman’s reasons for carrying a big, long mortgage. They cover reasons 8 through 11, focusing on how mortgages can provide greater liquidity, flexibility, and help build long-term wealth. They also dive into the…
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In this episode of the Mortgages Made Easy podcast, host Dave Steinberg sits down with MJ Agostini, the Lead Listing Agent at MJ Agostini Real Estate, to dive deep into the details of the Buyer's Brokerage Agreement. This is part one of a two-part series where MJ shares her expert knowledge and insights on the agreement, helping buyers understand w…
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Host: John Thompson Guest: Colin Mackenzie, CFP®, Financial Advisor at Cetera In this episode of Nurturing Success, John Thompson interviews Colin Mackenzie, a seasoned financial advisor and leader at Cetera. They discuss Colin’s journey from the military to the world of financial services, the importance of mentorship, the power of compounding, an…
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On this episode of the Mortgages Made Easy Podcast, host Dave Steinberg sits down with John Thompson, a seasoned Mortgage Advisor from SMPL Mortgage, to unpack the complexities of Reverse Mortgages. Whether you're a senior exploring ways to leverage your home equity for retirement or simply curious about how reverse mortgages work, this episode pro…
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Hosts: John and David Thompson Episode Summary: In this episode of SMPL Money, John and David dive into the growing trend of "Buy Now, Pay Later" (BNPL) services and the psychology behind debt. They discuss the different types of debt, the potential pitfalls of BNPL, and how it can impact financial behavior. The conversation also covers strategies …
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In this episode of the Mortgages Made Easy, host Dave Steinberg sits down with John Thompson, a seasoned Mortgage Lender at SMPL Mortgage, to explore the world of reverse mortgages. John breaks down the complexities of reverse mortgages, discussing who they’re best suited for, how they can be a powerful tool for financial freedom, and what homeowne…
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Host: John Thompson Guest: Vanessa Burnett, CFP® CEO of Bridge Advisory In the inaugural episode of Nurturing Success, John Thompson sits down with Vanessa Burnett, the CEO and a Certified Financial Planner at Bridge Advisory. They discuss Vanessa’s journey into financial planning, her approach to leadership and team building, and the growth strate…
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Hosts: John and David Thompson Episode Summary: In this episode of SMPL Money, John and David continue their discussion on Ric Edelman’s article, "11 Great Reasons to Carry a Big Long Mortgage." In this part, they cover reasons 4 through 7, diving into the tax benefits, the impact of inflation on mortgage payments, and how mortgages can provide liq…
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Welcome to Episode 44 of Mortgage Insights with Dave Steinberg! In this episode, we have the pleasure of hosting Cheryl Darmanin, a Master Certified Negotiation Expert, Strategic Marketing Specialist, and Accredited Buyer’s Representative. Cheryl brings a wealth of knowledge and experience in real estate, from procuring and disposing of commercial …
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Hosts: John and David Thompson Episode Summary: In this episode of SMPL Money, John and David discuss the first three reasons from Ric Edelman's article, "11 Great Reasons to Carry a Big Long Mortgage." They provide insights from their generational perspectives on why carrying a mortgage can be beneficial, challenging conventional wisdom that encou…
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Welcome to another exciting episode of Mortgages Made Easy Podcast with your host, Dave Steinberg! In Episode 43, we continue our deep dive into the National Association of Realtors (NAR) settlement with the insightful Orly Steinberg. As a top agent at Keller Williams, Orly brings a wealth of knowledge and experience to our discussion, shedding lig…
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Welcome to Episode 42 of the Mortgages Made Easy, hosted by Dave Steinberg. In this exciting episode, we have the pleasure of interviewing Orly Steinberg, a top real estate agent at [Keller Williams](https://outfront.kw.com/agents/megas/orly-steinberg/). Orly shares her expertise on how to reset your mindset for success in the real estate market. T…
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Hosts: John and David Thompson Episode Summary: In this episode of SMPL Money, John and David discuss the importance of goal setting and discipline from their generational perspectives. They explore why goal setting is crucial for personal and professional success, the common challenges people face when setting goals, and practical tips for maintai…
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Welcome back to another exciting episode of Mortgages Made Easy Podcast! In this episode, your host Dave Steinberg sits down with Jeff Thomas, Loan Officer at Primary Residential Mortgage Inc., to delve deeper into the topic of making large downpayments. This is the third and final part of our insightful series with Jeff, where he shares invaluable…
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Welcome back to the Mortgages Made Easy Podcast! In this exciting Episode 40, your host Dave Steinberg sits down with Jeff Thomas, a seasoned Loan Officer at Primary Residential Mortgage Inc. In part two of this compelling series, Jeff shares valuable insights and strategies for navigating potential job loss while managing your mortgage and financi…
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Hosts: John and David Thompson Hosts: John and David Thompson Episode Summary: In this episode of SMPL Money, John and David explore the evolution of money from its origins in bartering to modern-day digital currencies like Bitcoin. They discuss the fundamental properties of money, their personal experiences with money growing up, and speculate on …
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In this exciting episode of Mortgages Made Easy Podcast, your host Dave Steinberg sits down with Jeff Thomas, a seasoned Loan Officer at Primary Residential Mortgage Inc. Jeff shares his expert insights on the topic of cash offers in the real estate market. Tune in to hear Jeff discuss the advantages and potential pitfalls of making a cash offer, h…
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Hosts: John and David Thompson Hosts: John and David Thompson Episode Summary: In this episode of SMPL Money, John and David explore the concept of financial health and what it means to different generations. They discuss the importance of having an emergency fund, understanding personal cash flow, and setting financial goals. They also share pract…
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Welcome to another insightful episode of Mortgages Made Easy Podcast, hosted by Dave Steinberg! In Episode 37, we are excited to welcome back Mary Jean Agostini, Associate at RE/MAX Right Choice Real Estate. Join us as we dive deeper into the ongoing debate of mortgage versus cash offers in real estate transactions. Mary Jean shares her extensive e…
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In this exciting episode of the Mortgages Made Easy podcast, host Dave Steinberg sits down with Mary Jean Agostini, an Associate at RE/MAX Right Choice Real Estate, to dive into the hot topic of whether a mortgage or a cash offer is the better option when buying a home. Mary Jean Agostini brings her extensive real estate experience to the discussio…
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Hosts: John and David Thompson Episode Summary: In this episode of SMPL Money, John and David discuss the essentials of investing, focusing on stocks and the equities market. John shares his extensive experience, while David brings a fresh perspective on how younger generations approach investing. They delve into the accessibility of investment too…
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Hosts: John and David Thompson Episode Summary: In this episode of SMPL Money, John and David delve into the concept of retirement, exploring it from their generational perspectives. John brings insights from his extensive career in finance, while David offers a fresh viewpoint from the early stages of his career. They discuss the meaning of retire…
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Join us for Episode 35 of Mortgages Made Easy Podcast with your host, Dave Steinberg, as we welcome Maria Rini, Broker-Associate at RE/MAX Real Estate Limited. In this episode, Maria shares her expert insights on the dynamic changes in the real estate market and how to navigate them effectively. Connect with our Guest: Maria Rini, Broker-Associate …
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Episode 34: Fulfillment Quest: Transform Your Career and Life with Purpose ft. Anshuma Arora Mukkamala Join us on Mortgages Made Easy as we welcome life coach Anshuma Arora Mukkamala, founder of Your Purposeful Life LLC. In this enlightening episode, Anshuma dives into how purpose can revolutionize both your career and personal life. Discover actio…
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Hosts: John and David Thompson Episode Summary: In this inaugural episode of SMPL Money, John, a seasoned finance professional with over three decades in the mortgage industry, and his son David, who brings a fresh, younger perspective from his recent entry into the field, explore the multifaceted concept of money. They delve into how different gen…
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🎙️ Headline: Episode 33 - Beyond the Courtroom: Exploring Family Resolution Strategies with Sharon Johnson In this enriching episode of the Mortgages Made Easy Podcast, host Dave Steinberg welcomes Sharon E. Johnson, a seasoned principal at Johnson & Johnson, Attorneys At Law. With over 25 years in matrimonial and family law, Sharon brings a wealth…
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Episode 32: TechTuned: Aligning I.T. Brilliance with Your Business Goals with Jack Watkinson Join us for a riveting episode of Mortgages Made Easy as host Dave Steinberg welcomes Jack Watkinson, a seasoned Business Technology Consultant from Outsource My I.T. LLC. Dive into the intricate world of aligning information technology with your business s…
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Episode 31: Legacy & Leadership: From Community Roots to Insurance Giants with Lillian Chapman Join us on this inspiring episode as we dive into the world of insurance with Lillian Chapman, Agency Principal at Albert J. Chapman Insurance. Discover how Lillian has cultivated a legacy of leadership and community involvement, transforming their agency…
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🎙️ Welcome to Mortgages Made Easy, where we break down complex real estate topics to make your home buying journey a breeze! In Episode 30, your host Dave Steinberg is joined by the knowledgeable Erika Baldino, Executive Vice President at Kensington Vanguard National Land Services, LLC. Together, they're here to demystify the world of title insuran…
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Welcome to another insightful episode of "Mortgages Made Easy"! In Episode 29, your host Dave Steinberg sits down with a distinguished guest, Darren Smith, a seasoned Business Intermediary, advisor, and highly successful entrepreneur. With an impressive background spanning over 25 years in business and ownership, Darren has amassed a wealth of expe…
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Welcome to Episode 28 of "Mortgages Made Easy" with your host, Dave Steinberg! Our special guest today is Diallo Stevens, a seasoned Licensed Real Estate Associate Broker with a remarkable career spanning back to 2002. Diallo's expertise has garnered attention from Reuters News, ABC News, and more. Recognized as a "Top 20 Under 40 Rising Star" by t…
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Welcome to Episode 27 of "Mortgages Made Easy," the podcast that simplifies the complex world of real estate and finance. I'm your host, Dave Steinberg, and in today's episode, we continue our compelling conversation with our special guest, Diallo Stevens to shed light on a fascinating aspect of the real estate market – estate sales. Together, we'l…
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Welcome back to "Mortgages Made Easy," the podcast where we simplify the complex world of real estate financing. I'm your host, Dave Steinberg, and today we have a fantastic continuation of our insightful interview with a special guest, Diallo Stevens. In this episode, we delve into a topic that's not only environmentally conscious but also financi…
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Welcome back to another episode of Mortgages Made Easy! In this edition, your host Dave Steinberg is joined by the insightful Diallo Stevens, Associate Broker at EXIT Realty with a finger on the pulse of the market. Together, they dive deep into the dynamic landscape of the Real Estate Market Today. 🏡 What's Trending: Discover the latest trends sha…
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In this week's episode of the Mortgages Made Easy Podcast, your host Dave Steinberg sits down with Amy Stoehr, to talk about how she is coaching others to success. To access this episode and catch up on previous ones, visit http://www.MortgagesMadeEasyPodcast.com. Remember to stay informed and inspired as you embark on your journey to create a rema…
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In this week's episode of the Mortgages Made Easy Podcast, your host Dave Steinberg sits down with Michael Mirone, an accomplished tax and estate planning attorney with Connell Foley, to talk about how he best serves his clients by focusing on estate, gift and income tax planning; business succession planning; multi-generational wealth transfers; c…
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In this week's episode of the Mortgages Made Easy Podcast, your host Dave Steinberg sits down with returning guest, Donna Bruno, a 40 year veteran of real estate, to talk about how she started her journey of coaching other agents on their real estate transaction. She saw a need for it with newer agents entering the market, and decided to share her …
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In this week's episode of the Mortgages Made Easy Podcast, your host Dave Steinberg sits down with returning guest, Donna Bruno, a 40 year veteran of real estate, to talk about the mindset that buyers need to have in this market. She dives deep into strategizing a plan for buyers that will allow them to have great success in getting their offers ac…
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In this week's episode of the Mortgages Made Easy Podcast, your host Dave Steinberg sits down with Donna Bruno, a 40 year veteran of real estate, to talk about the most common questions buyers and sellers have about the home buying process. Join us as she gives us some insight on tips and tricks on having a smooth mortgage process. To access this e…
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In this week's episode of the Mortgages Made Easy Podcast, your host Dave Steinberg sits down with Shevy Lowenstein with Bayit Title, to talk about all things title insurance. She dives deep into the title insurance market of Florida, what title insurance is and why it's important for both buyers and sellers to have their own policy. To access this…
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Welcome to Episode 18 of the Mortgages Made Easy Podcast! In this episode, your host Dave Steinberg is joined by a special guest, Brittany Hodak, the renowned author of the book "Creating Superfans." Brittany is an expert in cultivating enthusiastic advocates for brands, products, and services. Together, they explore the concept of superfans and ho…
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