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!

When COVID hit and work went remote, Sarah figured it was the perfect time to move out of the condo she rented and into her first home. Sadly, there were thousands of other buyers with the same idea. After two years of losing offer after offer (and some earnest money), Sarah decided it was time for a new strategy, which meant aligning with a new real estate agent and lender. And it worked.

Learn how Sarah and her team approached the home-buying process in a competitive market and her advice for writing a strong offer.

Mentioned in this episode: 

Aaron Nichols, Real Estate Agent: https://www.premieredmv.com/about-us 

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

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Buying your first home as a couple can be scary, especially as you are planning your wedding and seeing interest rates rise. But Monica and Ryan knew two things: that they were running out of space in their apartment and that the market would get much more competitive after their April wedding. 

Hear how they reduced their overwhelm by aligning with a real estate agent who was an expert on their target area, establishing their dealbreakers, and choosing a lender that can close quickly and smoothly.

Mentioned in this episode: 

Dinora Chacon, Real Estate Agent: https://www.dinorasellshomes.com/ 

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

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No one believes me when I say we closed a VA loan in 9 days. So on this episode of How2Buy, I talk to that notorious buyer, Rona! Learn what it took to work through the process and close quickly.

Mentioned in this episode:

Rona Jobe, Founder of LVL-Up Strategies: https://www.lvlupstrategies.com/ 

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!

With two kids off to college, it was time for Todd and his family to downsize! Home buying can be an emotional process, but Todd (a clinical psychologist by trade) took a very analytical approach. 

In this episode, learn how Todd found the right agent, chose a mortgage partner who matched his speed, and used "effective forecasting" to select an offer-worthy property.

Mentioned in this episode: 

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!

Are you a first-time homebuyer who's nervous about buying your first home in the DMV? In this episode, Carol talks about how she and her husband pushed through the unknowns and trusted the process. Just as she prepared for her wedding, Carol did her due diligence with research and interviewing professionals to find the best partners for this journey. The best part? Once they found the home they loved, we closed in two weeks.

Mentioned in this episode:

Jillian Stringer Levitt, Real Estate Agent: https://www.compass.com/agents/jillian-stringer-levitt/

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!

Wondering How2Buy your first investment property? In this episode, Leo Anzoleaga and Virginia buyer Justin discuss how real estate investing is not one-size-fits-all. Justin shares his best practices, such as aligning with professionals you trust, educating yourself, and finding a niche that interests you.

Wondering How2Buy your first investment property? In this episode, Leo Anzoleaga and Virginia buyer Justin discuss how real estate investing is not one-size-fits-all. Justin shares his best practices, such as aligning with professionals you trust, educating yourself, and finding a niche that interests you.

Mentioned in this episode:

Sebastien Courret, Real Estate Agent: https://sebastiencourretalliance.com/

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!