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FAQs about Financial Strategies with Trevor Carlson & Heritage Reverse Mortgage:How many episodes does Financial Strategies with Trevor Carlson & Heritage Reverse Mortgage have?The podcast currently has 12 episodes available.
July 25, 2019Episode 12: Rachel Wipf - Dos and Don'ts when building a homeRachel talks to us about building new homes and how having a realtor who specializes in this area will save you thousands of dollars and endless headaches.We also talk about how Reverse Mortgages are used when building a new home....more24minPlay
July 15, 2019Episode 11: How to be Ready for the Next RecessionI run solo in this episode to talk about the indicators that lead me to believe we're heading for another Recession. This isn't meant to scare anyone but rather to inform and prepare the listeners to take advantage of the opportunities that a Recession brings....more24minPlay
July 09, 2019Episode 10: Levi Swenson of Northwestern MutualLevi Swenson joins us to talk about Retirement planning. We cover investing, life insurance, and best practices in starting now to get ready for retirement.We also talk about best practices to handle a market correction and how to protect retirement funds when the market crashes....more24minPlay
July 03, 2019Episode 9: Tony Chambers of Dixie DirectTony is the president of Dixie Direct. The foremost money savings guide in Southern Utah. We talk about how Dixie Direct is serving our community by helping people save massive amounts of money every year and by giving many thousands of dollars to our local schools in donations....more24minPlay
June 24, 2019Episode 8 Derek Morton NetGain Property ManagementDerek Morton talks to us about his company Netgain Property Management and what you get when you hire a superior Property Management company to manager your investment properties.We also talk about using a Reveres Mortgage to finance a multi unit property and how that would provide ownership of a property with residual income but no monthly mortgage payments....more24minPlay
June 18, 2019Episode 7: Josh Savage Accounting ExtraordinaireJosh shares some great thoughts on how to deal with the big Tax law Changes of 2018.We also talk about how Reverse Mortgages can help limit Tax exposure while offering access to money to live better in retirement....more24minPlay
June 10, 2019Episode 6: Stephen Dennett on Construction FinancingMy interview with Stephen of State bank of Southern Utah covers new construction financing and the strategies to set yourself up right and avoid unnecessary frustration when building a new home.We also talk about how Reverse Mortgages can be used to finance your new home....more24minPlay
May 31, 2019Episode 5: Jared Plewe - Infinity Title & HECM RefinancesJared Plewe is one of the very best in the Title industry. We talk about how Title work benefits home owners and Fraud Schemes everyone should be aware of.We also talk about Refinancing a HECM Reverse Mortgage to make it even better for those who already love their Reverse Mortgage....more24minPlay
May 28, 2019Episode 4: Aaron Bonham - Affordable High Quality Homeowner's insuranceAaron Bonham joins us to talk about why American Family Insurance has the highest quality Insurance at some of the lowest premiums out there.I also explain why so many people who own their homes free and clear are doing Reverse Mortgages....more24minPlay
May 18, 2019Episode 3 - Troy Barnes of Estate ProtectorsWe interview Troy Barnes of Estate Protectors on end of life coaching and best practices for preparing your trust and estate plan.We also talk about specific scenarios when Reverse Mortgages could be a life saver for a surviving spouse....more24minPlay
FAQs about Financial Strategies with Trevor Carlson & Heritage Reverse Mortgage:How many episodes does Financial Strategies with Trevor Carlson & Heritage Reverse Mortgage have?The podcast currently has 12 episodes available.