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Learn how to invest HOA reserves wisely! Maximize returns, avoid risk, and make smart financial decisions for your community’s future.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Managing HOA reserve funds is more than just setting money aside, it’s about investing wisely to protect your community’s future. In this episode, guest Mark Thatcher & Jessica McConnell from HOA Invest discuss how to maximize reserves, avoid inflation losses, and increase earnings with safe investments. Learn how HOA Invest’s software simplifies tracking bonds, maturities, and FDIC compliance, ensuring boards stay proactive. Plus, discover how a 1% interest increase can reduce future dues by 6-7%! 
Chapters From Today's Episode:
00:00 The Best Software for Managing Reserves
00:35 Intro to Episode 96 & Robert’s Question from His Niece
04:29 What Are Fiduciary Responsibilities?
07:05 Challenges in Managing Reserves
12:39 Importance of Compounding Interest
14:44 Impact of Inflation on Reserves
19:37 Ad Break - HOA Invest
20:14 How One Point of Interest Can Make a Big Difference
25:40 Role of Financial Advisors / Triggers for Seeking Professional Help
28:22 Benefits of Using HOA Invest
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
Kevin Davis, CIRMS
Robert Nordlund, PE
Support Our Sponsors
Association Insights & Marketplace
Association Reserves
Community Financials
Kevin Davis Insurance Services
Stokelight Video & Marketing
The Inspectors of Election
 By Hosts: Robert Nordlund, Kevin Davis, Julie Adamen
By Hosts: Robert Nordlund, Kevin Davis, Julie Adamen5
2626 ratings
Send us a text
Learn how to invest HOA reserves wisely! Maximize returns, avoid risk, and make smart financial decisions for your community’s future.
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Managing HOA reserve funds is more than just setting money aside, it’s about investing wisely to protect your community’s future. In this episode, guest Mark Thatcher & Jessica McConnell from HOA Invest discuss how to maximize reserves, avoid inflation losses, and increase earnings with safe investments. Learn how HOA Invest’s software simplifies tracking bonds, maturities, and FDIC compliance, ensuring boards stay proactive. Plus, discover how a 1% interest increase can reduce future dues by 6-7%! 
Chapters From Today's Episode:
00:00 The Best Software for Managing Reserves
00:35 Intro to Episode 96 & Robert’s Question from His Niece
04:29 What Are Fiduciary Responsibilities?
07:05 Challenges in Managing Reserves
12:39 Importance of Compounding Interest
14:44 Impact of Inflation on Reserves
19:37 Ad Break - HOA Invest
20:14 How One Point of Interest Can Make a Big Difference
25:40 Role of Financial Advisors / Triggers for Seeking Professional Help
28:22 Benefits of Using HOA Invest
Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!
Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Boardmember Merch Store!
Connect with Hosts on LinkedIn
Julie Adamen
Kevin Davis, CIRMS
Robert Nordlund, PE
Support Our Sponsors
Association Insights & Marketplace
Association Reserves
Community Financials
Kevin Davis Insurance Services
Stokelight Video & Marketing
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