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The Mortgage Calculator Mortgage Loan Officer Training Series covers an in depth training for new and experienced MLOs on different loan types. Our program features live demos to not only structure a loan, but also the specific setup of a loan file in an LOS system such as Encompass. Both new and experienced Loan Officers and Mortgage Brokers can learn new tips and tricks for loans, new loan products, non traditional mortgage programs and much more! For more info visit https://themortgagecal ...
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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
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Check out new mortgage rates from all our partners LIVE as rate sheets are issued every morning! Hosted by Nick Hiersche - President & Founder of The Mortgage Calculator and Jose Gonzalez - Sales Manager. For more info visit https://themortgagecalculator.com About The Mortgage Calculator: The Mortgage Calculator is a licensed Mortgage Lender (NMLS #2377459) that specializes in using technology to enable borrowers to access Conventional, FHA, VA, and USDA Programs, as well as over 5,000 Non-Q ...
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The Money with Katie Show

Morning Brew

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Finance bros are out, #RichGirls are in. Join Money with Katie and her guests as they talk spending habits, smart investing, and tax strategies – without putting you to sleep. Listen weekly on Wednesdays to learn how to turn your Rich Girl mindset into money.
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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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Grow your wealth by working on your mindset and up leveling your game. Your thoughts about money have created your current financial net worth. Sadly, there are many physicians who are have earned a good income but have not built wealth. More and more physicians are becoming burned out as our health care system continues to change. Join the movement of physicians embarking on the journey to take matters in our own hands so we can continue to thrive. Tune in each week to learn more on how to ...
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Ready For Retirement

James Conole, CFP®

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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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The Aussie FIRE podcast is the ultimate guide to Financial Independence for Australians. Having started life as an e-book, then an audiobook, it's now reached its final form: a podcast that will keep on giving. The Aussie FIRE audiobook is brought to you by Pearler, Australia's favourite long-term investing community; and Dave Gow, the brains behind Strong Money Australia. Each episode explores a different aspect of Financial Independence, so stay tuned for new releases! https://pearler.com ...
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The Income Hacker Podcast is for any individual and families who are interested in fast-tracking financial success. You'll hear experts discussing topics like generating a residual cash-flow, building wealth through real estate, financial literacy, creating a family legacy, and overcoming your fears. This podcast will help you change your relationship with money to become your servant rather than your master. Listen in to discover the Income Hacking process we use to help make our dreams a r ...
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Deep Dive

CNA

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CNA's weekly news podcast takes a deep dive into issues that people talk about at dining tables and in office corridors. Previously called Heart of the Matter, Deep Dive is now hosted by Steven Chia and Crispina Robert.
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Haws Federal Advisors Podcast

Dallen Haws

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Federal Employees enjoy incredible benefits but it can get confusing to know exactly how to handle it all. This podcast is the place for all the tips and tricks to get the most out of your Federal benefits and federal retirement. We cover topics such as the TSP, FEHB, FEGLI, your pension, investing, and much more.
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The Money Knight

Wade Chessman

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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Ready To Retire!

Danette Lowe CFP®

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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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Money Savvy Parents

Laura Weston

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Money Savvy Parents podcast has been designed to give you some ideas about how to become more financially savvy in order to display great money habits to your future generations. As I know how busy parenting can be this will be delivered in short weekly shows. If you are looking for straight talking, quick information without all the jargon then this is the podcast for you.
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Yann Faho

Yann Faho

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Yann is an Air Force veteran that worked 15 years on Wall Street as an investment banker. He has raised up to $100 million in his career for well-known publicly traded companies that were once private. He is a board member for multiple start-ups. On several occasions, he was shown on CNBC and Fox business ringing the bell with his team. He works with high net worth individuals to grow their retirement by protecting them from market crashes; taxes, and inflation. www.yannfaho.com
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The HartBeat Show is hosted by Tim Hart. Tim also hosts Rates & Reels and the Branch Manger of VanDyk Mortgage serving Fort Myers, Cape Coral, Bonita Springs and Naples. This podcast should be a good time and filled with stuff I feel like talking about and hopefully including some friends along the way. Oh yeah, real estate and mortgages as well. Visit website: www.timhartjr.com/ Apply for a mortgage today: bit.ly/2JHRZdO Facebook: bit.ly/2mxHd0E YouTube: bit.ly/2uFsSDR InstaGram: bit.ly/2uV ...
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Invest in Outsourcing Payroll Services

reetikapaysquare

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Employing an outside company to handle all payroll-related duties is known as outsourcing payroll services in a business. The main reasons for using payroll management services are to cut costs and free up time when handling payroll-related financial operations. Employing a third party to handle payroll operations frees up a company from having to recruit and educate a sizable in-house payroll team, buy suitable payroll software, and keep up with complicated tax regulations. All business typ ...
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Listen along to this podcast or watch the videos of each episode at https://community.ridgelendinggroup.com or YouTube.com/RidgeLendingGroup Ridge Lending Group (RLG) is a nationwide lender and second-generation company specializing in residential investment property financing. But the heart of Ridge Lending Group is our commitment to the continued education and success of our clients.There is a reason that we are the #1 choice for so many repeat clients and referrals. Ridge Lending Group re ...
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Straight Talk Wealth Radio

Bruce M. Weide

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STW Radio was born out of the crisis of 2008 and was the mission of its host, Bruce Weide, to fill a massive void in most American's retirement portfolio. This safety net would have literally saved them any grief in the crash of '08-'09 and let them pick right back up on the historic gains from there. America seems to believe that investment risk is a thing of the past. But STW Radio is dedicated to reporting all sides to the stories that matter to those close to retirement or in retirement. ...
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Welcome to Loan Officer Training! In this episode, we’re diving into one of the most crucial metrics in lending: the debt-to-income (DTI) ratio. Understanding and accurately calculating DTI is essential for assessing a borrower’s financial health and their ability to manage additional debt. Join us as we break down the process of calculating DTI ra…
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In this episode of Daily Mortgage Rates Live, we’re exploring the game-changing world of CDFI No Income Verification Loans! If traditional income documentation has been a stumbling block in your path to homeownership or investment, this episode is for you. We’ll break down how Community Development Financial Institutions (CDFIs) offer a unique path…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Welcome to Daily Mortgage Rates LIVE! In today’s episode, we’re focusing on VA loans—a powerful home financing option available to veterans, active duty service members, and their families. If you’ve served in the military or are currently serving, this episode is a must-listen. We’ll delve into the unique advantages of VA loans, including the bene…
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Although I did not attend the most recent Self Storage Association convention in Las Vegas, I have been studying many of the sessions that occurred there. One thing I found very interesting was the presentation that showed the results of StorageMart’s Compound Annual Growth Rate (CAGR) of Net Operating Income over the past five years using the data…
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Bus and train fares in Singapore will go up by 10 cents per journey for adult commuters from Dec 28. How are public transport fees calculated and what is the role of government subsidies? Steven Chia and Crispina Robert get Assistant Professor Terence Fan from the Lee Kong Chian School of Business at the Singapore Management University, and Dr Raym…
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Welcome to Loan Officer Training! In this episode, we’re delving into the crucial skill of reviewing a real estate purchase contract. Whether you're new to the industry or looking to sharpen your skills, understanding the intricacies of a purchase contract is essential for facilitating smooth and successful real estate transactions. We’ll guide you…
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Welcome back to Daily Mortgage Rates LIVE! In today’s episode, we're exploring USDA loans—a fantastic financing option for those looking to buy a home in rural or suburban areas. If you’ve ever wondered how to make homeownership more accessible in less populated regions, this episode is for you! We’ll break down what USDA loans are, how they work, …
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Welcome to Loan Officer Training! In today’s episode, we're tackling the intricacies of loan disclosures and focusing on how to handle situations where tolerance cures aren’t necessary. Understanding how to properly disclose a loan without resorting to tolerance cures is key to maintaining compliance and ensuring a smooth loan process. We’ll start …
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Welcome to another episode of Daily Mortgage Rates LIVE! In today’s installment, we’re diving deep into the world of FHA loans—one of the most popular options for homebuyers and refinancing. Whether you're a first-time buyer or looking to upgrade, understanding FHA loans could be your key to unlocking the door to your dream home. Join us as we brea…
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No one wants their retirement portfolio to run out of money before they die. Many retirement calculators use static assumptions, like a constant growth rate or inflation rate. The stock market may have average returns of around 10% per year but in any given year, it’s rarely a 10% return. Some years it can be up 18% and other years down 10% or anyw…
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This week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like s…
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I wanted to share the three numbers that I believe have the most impact on your life, so I invited Brad Barrett of the Choose FI podcast joins me to give his real-time reactions. But, more importantly, the real takeaway we landed on is that every conversation purportedly about money is actually about what it means to live a good life. This is not f…
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In this episode of Daily Mortgage Rates LIVE!, we explore Conventional "Affordable" Loans and what they mean for today’s homebuyers. We’ll break down the key features of these loans, including eligibility criteria, benefits, and how they compare to other loan options. Discover how Conventional "Affordable" Loans can make homeownership more accessib…
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Today on Your Money, Your Wealth® podcast 495, Joe Anderson, CFP® and Big Al Clopine CPA spitball on three different listeners’ strategies for paying the tax on a Roth conversion now, to have lifetime tax-free growth on that money in the future. Should Neo in San Clemente, California convert to Roth at the beginning or end of the year in his plan t…
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Monique aspired to retire early, and while she had faithfully saved throughout her working years, she wasn’t sure if she had enough to retire. After getting assurance from professionals, she took the plunge and quit working. Monique and James talk about the first two years of her retirement – how she’s been able to focus on her health and pursue so…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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In this episode of Daily Mortgage Rates LIVE!, we dive deep into DSCR Loans—Debt Service Coverage Ratio Loans. Join us as we explore what DSCR Loans are, how they differ from traditional mortgage loans, and why they’re gaining traction in today’s real estate market. We’ll cover the fundamentals of DSCR Loans, including their benefits for investors …
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One listener writes in, "I have my HYSA, my 401(k) plus employer match, a Roth IRA, and now am saving for a down payment. I'm worried I'm lopsided and over-saved for retirement." But is she actually saving too much? Hear Katie's hot take. (Reminder: We are not licensed financial professionals, and this is not financial advice. Please do your own du…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Send us a text A few sessions ago, Dave and Hayden hosted their first Aussie FIRE audience Q&A. Well, the community seemed to enjoy it… so they’re doing it again. This time around, they answer a slew of new FIRE queries – from “What are your thoughts on US tech stocks?”; to “How would you invest $500 per month as part of an ETF strategy?”, to “How …
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In this episode of Daily Mortgage Rates Live, we’re delving into the essentials of Small Business Administration (SBA) loans—your go-to solution for financing and growing your business! Whether you’re launching a startup, expanding your operations, or managing cash flow, SBA loans offer a range of options tailored to different needs. Join us as we …
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Let’s talk about self-storage, technology, robots at storage facilities, and why in the world I ever made this episode. Hope you enjoy. **Online Courses at The Quickstart Academy**https://TheQuickStartAcademy.com/ **Listen on Apple Podcasts**https://podcasts.apple.com/us/podcast/creating-wealth-through-self-storage/id1588425875 ** 5 KPIs we measure…
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On Tuesday (Sep 10), Singapore passed the Platform Workers Bill, which legislates stronger protections for delivery riders, private-hire car and taxi drivers. Why was legislation needed and what does this mean for customers of platforms offering services like food delivery and transportation? Yeo Wan Ling, assistant secretary-general of NTUC and As…
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Unlock the potential of alternative financing with our latest episode of Loan Officer Training! This week, we’re diving into the world of CDFI No Income Verification Loans—an essential tool for loan officers looking to serve clients with non-traditional financial situations. In this episode, we’ll break down the ins and outs of structuring these un…
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When we work with people to come up with an effective investment strategy, one of the key tools that can help understand and manage the ups and downs of the market is the concept of standard deviation. In this episode, Wade breaks down this crucial metric and explains its significance in investing. Standard deviation is a statistical measure that q…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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Ready to tackle the intricacies of condo financing? In this episode of Loan Officer Training, we’re diving into the essential techniques for structuring Limited-Review Condo Loans. These loans offer a streamlined approach to condo financing, and mastering their structure can set you apart in the competitive lending market. We’ll guide you through t…
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Ready to transform rundown properties into dazzling investments? In this episode of Daily Mortgage Rates Live, we’re diving into the world of Fix/Flip loans! Whether you’re a seasoned renovator or a first-time flipper, this episode is packed with insights on how to finance your next project and maximize your returns. We’ll cover the essentials of F…
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The goal of retirement calculators is to help you answer three questions: 1. How much do I need to save and invest for retirement? 2. How much money do I need in my retirement portfolio to retire? 3. How much can I realistically expect to spend once I am retired? In this episode, I review the following free retirement calculators available online. …
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This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the journey. Many people are good at setting goals and determining feasibility, but often overlook the importance of resilience in their retirement plan. We d…
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We had JL Collins, the Godfather of Financial Independence, on the show earlier this year, and there was one question we seemed to disagree on: Are the dollars and cents of life actually harder today than they used to be, or does it just feel that way? This prompted a listener to ask for a deeper dive: The official Boomer vs. Zoomer cage match of e…
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Get ready to elevate your lending game in this episode of Loan Officer Training! We’re diving deep into the art and science of structuring 5-10 unit property loans—a crucial skill for any loan officer aiming to master multi-unit financing. Join us as we explore the strategies and best practices for crafting loan structures that work for both your c…
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In this episode of Daily Mortgage Rates Live, we’re shining the spotlight on 5-10 unit property loans—a key topic for real estate investors and property managers looking to scale their portfolios! Discover the unique challenges and opportunities that come with financing multi-unit properties, and learn how these loans can help you maximize your inv…
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TJ in Louisiana has been sitting on the sidelines, but now it’s time to get into the market. Should he dollar cost average, or just go all in? Margaret in California has an idea of selling a stock at a loss and buying a put option on that stock that expires after the 30-day waiting period. Does this work as a tax loss harvesting strategy? When is i…
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Elaine didn’t decide to retire at age 57, but changes in her company meant an early retirement for her. Being caught off guard, she didn’t feel emotionally prepared to make the shift, even though she knew that her family would be fine financially. One year into her retirement, she found her groove by focusing on her family, building new relationshi…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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In this episode of Daily Mortgage Rates Live, we’re diving into the dynamic world of mixed-use property loans! Join us as we unravel the ins and outs of financing properties that blend residential and commercial spaces. Whether you’re an investor eyeing that perfect storefront with a cozy apartment above or a savvy entrepreneur with a vision for a …
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The FI/RE movement has picked up a lot of steam in recent years, but as one listener asks, how does that impact consumerism—and more broadly, can everyone to retire early? Rich Girl Roundup is Money with Katie's weekly segment where Katie and her Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for ques…
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Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.c…
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In this episode of Daily Mortgage Rates Live, we’re addressing a common concern—how to secure a mortgage with a low credit score. If you’ve been hesitant to explore homeownership because of your credit, this episode is for you! We’ll break down the types of loans available to those with lower scores, explain what lenders are looking for, and share …
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Ready to unlock the secrets of the BRRRR strategy? In this episode of Loan Officer Training, we dive deep into the Buy, Rehab, Rent, Refinance, Repeat method—a game-changer for real estate investors. Learn how to expertly structure these loans to help your clients maximize their returns and build their real estate portfolios like pros. We’ll guide …
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