In this episode of How2Buy, I interviewed Jess Derr and Josh Beall from Corcoran McEnearney about their unconventional journeys into real estate and how they built their practice to be relationship-driven, process-focused, and deeply client-centric. This conversation dives into why predictable, written processes matter more than flashy marketing; how preparation and repetition allow teams to navigate high-pressure scenarios; and why winning offers often come down to confidence, speed, and coordination across the full homebuying team. We close the episode with insights into the Eastern Panhandle of West Virginia as a growing, affordable market, and a reminder that the best real estate decisions are driven by life goals, not headlines.

Mentioned in this episode:

Jess Der, Real Estate Agent, Corcoran McEnearney, https://www.corcoran.com/real-estate-agents/detail/agent/jess-derr/13411

Josh Beall, Real Estate Agent, Corcoran McEnearney, https://www.corcoran.com/real-estate-agents/detail/agent/josh-beall/13355

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/

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In this episode of How2Buy, I sat down with Matt Buchanan to talk through his journey from running an insurance business to becoming a full-service financial planner. We dug into what it really takes to earn a client’s trust, including holding high standards in who we partner with and building the kind of strategic alliances that allow us to give more complete, coordinated advice. One thing we both agree on is that we have a responsibility to guide clients through financial outcomes, especially during times of economic uncertainty when fear can cloud decision-making.

Mentioned in this episode: 

Matt Buchanan, CFP®, CEO and Founder of Buchanan Wealth Management https://www.buchananwealth.com/ 

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/ 

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In this episode, I talk with Alex about how financial advisors can guide clients, especially those in their 30s and 40s, through smart real estate and investment decisions. We unpack different types of investors and why having a clear process and a trusted advisor makes all the difference.

Mentioned in this episode: 

Alex Vela, CFP®, FBB Capital Partners, https://www.fbbcapitalpartners.com/team/alex-vela-cfp/

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/ 

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On this episode of How2Buy, I caught up with Sharmane Medaris, a top real estate agent here in Northern Virginia. Sharmane shares her career transition from hospitality into real estate, and we dig into the strategies that make her so successful with clients, from transparent processes and structured communication to proactive vetting and long-term relationship building. We also get into real estate investing, market trends, and why she values surrounding herself with experienced professionals who help her build lasting success.

Mentioned in this episode: 

Sharmane Fernandez-Medaris, Realtor: https://www.homes.com/real-estate-agents/sharmane-fernandez-medaris/fnjndzs/ 

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/ 

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“But make sure that you're doing goals and understanding that first, and then solutions, not the reverse order.” That’s the advice financial advisor Anne shared when we sat down to talk about her 20-year career helping families make smarter money decisions. From real estate and college savings to retirement and financial literacy, we explored why starting with goals makes all the difference. 

Tune in to hear Anne share what to look for and how to choose the right financial advisor for your family’s goals. 

Mentioned in this episode: 

Anne McCabe, CFP®, CRPC® of Curo Private Wealth: https://www.curoprivatewealth.com/team/anne-mccabe-triana-cfp-crpc

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/ 

Subscribe to the show to learn more How2Buy strategies from Leo Anzoleaga and his guests!

In this episode of How2Buy, I sit down with Jack Shorb, leader of The Shorb Team, to talk about the homebuying process, market trends, and lessons from his years in real estate. During our discussion, Jack shares how his personal passions, tennis and food, connect to his approach in serving clients with energy and discipline. 

Listen and hear us dig into what buyers need to know right now to compete in today’s market and why creating a smooth process matters as much as negotiating a great deal.

Mentioned in this episode: 

Jack Shorb, Realtor ® DC/MD/VA: https://www.compass.com/agents/jack-shorb/

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/ 

Blog: How Much Money You Can Gift Without Being Taxed: https://www.anzoleaga.com/post/gift-tax-myth-lifetime-exclusion

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In this episode, I interview Matt Grieb, CFP®, a financial advisor in the DC metropolitan area, to discuss his journey and approach to advising clients. Matt shares his background, business philosophy, and the importance of delivering bespoke, objectively sound advice that creates measurable value for clients. 

Tune in to hear my conversation with Matt about the power of comprehensive planning and consistent, long-term, execution. 

Mentioned in this episode: 

Matthew Grieb, CFP®, CEPA®:

https://www.raymondjames.com/matthewgrieb/about-us/bio?_=Matt.Grieb

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/ 

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In this episode, Jonny and Jessica share how they navigated a complex real estate journey, managing multiple transactions while seizing an unexpected opportunity. Unlike their first experience buying a home, Jonny and Jess needed to use their home equity for a competitive offer when preparing to move from Falls Church to Charlottesville. 

Listen to hear the Reeve family share how trust, teamwork, and a clear plan with their lender and agent turned a high-pressure situation into a winning home purchase.

Mentioned in this episode: 

Kelly Thompson: https://stylishpatina.com/

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/ 

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When Eric, a real estate agent himself, and his wife Genevieve decided to move from their DC row home to a larger place in Great Falls, they knew the stakes were high. Even with Eric’s experience, they leaned on a trusted team and a clear process to navigate the transition smoothly and strategically.

Tune in to hear why having a proven system (and the right partners) made all the difference, and their advice for staying confident and clear-headed in a fast-paced market.

Mentioned in this episode: 

Eric Fafoglia, Real Estate Agent: https://www.compass.com/agents/eric-fafoglia/

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/ 

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Are you interested in integrating Bitcoin into your investment strategy? In this episode, I chat with Mike Casey, CFP, who shares how his practice focuses on defined outcome investing to manage risk and meet clients' financial goals with greater predictability. Mike highlights his early adoption of Bitcoin, and explains Bitcoin’s evolution and increasing institutional acceptance. 

Listen and learn more about how Mike advises his clients to think strategically when including cryptocurrency into their financial plans. 

Mentioned in this episode: 

Mike Casey, CFP®: https://www.aeadvisors.io/team/michael-casey 

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/ 

Subscribe to the show to learn more How2Buy strategies from Leo Anzoleaga and his guests!