Only Fee-Only

#86 - Angela McCaffrey's Masterclass on Navigating the Mortgage Maze


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Learn about effective homebuying with Angela McCaffrey from American Pacific Mortgage. She emphasizes financial education in the mortgage process, going beyond basic costs to consider long-term impacts and emotional factors of owning a home. This insight is crucial for fee-only planners aiming to blend investment advice with real-life implications for clients. The episode offers practical advice for navigating real estate investments wisely.

Angela McCaffrey is a valuable resource for fee-only planners dealing with the mortgage industry. She uses her extensive experience to explain mortgage complexities and the importance of aligning financial plans with clients' personal goals. It's a useful listen for those looking to advise clients with confidence in real estate, making informed and fulfilling decisions.

Beyond the purchase, Angela discusses long-term homeownership strategy, emphasizing preparation and a reliable advisory team to tackle financial challenges. She invites advisors and listeners to deepen their understanding of mortgage management, offering tools for successful homebuying advice and financial stability for clients.


Social:

https://www.linkedin.com/in/angelamccaffrey/








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Only Fee-OnlyBy Broc Buckles and Peter Ciravolo

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