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076: Mortgage Tips for Different Phases in Life with Tim Kay

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Manage episode 346424293 series 3258852
Content provided by Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

With Thanksgiving right around the corner, I’ve started to think a lot about the things I’m think for. Of course, there’s my family, great friends, and everyone that trusts me to help them with various aspects of financial planning. But another thing I’m obviously thankful for is my home. So, I figured this would be a great opportunity to discuss some key mortgage tips to think about when financial planning for people of different ages.

I’m excited to have Tim Kay, who is a branch manager at Guild Mortgage to help me review those mortgage tips on The Guided Retirement Show. We’ll discuss mortgage tips for people looking to buy their first home, people who might be looking to buy a summer or winter home in retirement, and so much more.

In this podcast interview, you’ll learn:

  • How today’s housing market compares to the Great Recession.
  • When and when not to refinance your home.
  • Mortgage tips to consider for people who are looking to buy their first home, second home, and so on.
  • What is a HELOC (home equity line of credit)?

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/76

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

  continue reading

114 episodes

Artwork
iconShare
 
Manage episode 346424293 series 3258852
Content provided by Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dean Barber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

With Thanksgiving right around the corner, I’ve started to think a lot about the things I’m think for. Of course, there’s my family, great friends, and everyone that trusts me to help them with various aspects of financial planning. But another thing I’m obviously thankful for is my home. So, I figured this would be a great opportunity to discuss some key mortgage tips to think about when financial planning for people of different ages.

I’m excited to have Tim Kay, who is a branch manager at Guild Mortgage to help me review those mortgage tips on The Guided Retirement Show. We’ll discuss mortgage tips for people looking to buy their first home, people who might be looking to buy a summer or winter home in retirement, and so much more.

In this podcast interview, you’ll learn:

  • How today’s housing market compares to the Great Recession.
  • When and when not to refinance your home.
  • Mortgage tips to consider for people who are looking to buy their first home, second home, and so on.
  • What is a HELOC (home equity line of credit)?

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/76

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

  continue reading

114 episodes

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