On the Mark

Join Mark Maimon for an overview of strategies to take advantage of the current rate environment. Anyone who has taken a loan in the past couple years may be a good candidate for refinancing. But should people refinance now while rates are still declining or should they wait for even lower rates to materialize over the next couple years? Come to this session to find out – you might be surprised by the answer!

Preparing an aging parent for a secure financial future canbe a daunting task, but it’s much more difficult if you don’t plan ahead. In this session, our guest Aaron Steele from Steele Capital Management and I explore the things that the kids of our elder generation can do to help them stay ahead of the significant costs of care and other aspects of aging. Preparing your family for this inevitable transition early on could make a huge difference in the their quality of care and inevitably their quality of life.    

Divorce can be tricky, especially as it relates to how to handle the marital residence. Tune in to this session where we interview an expert family law attorney and financial advisor on how to prepare for these important negotiations and why it’s so important to interact with a full team of financial professionals early in the separation process to avoid crucial missteps.

Transitioninghomes can be very complicated and expensive, but not if you plan wayahead!  Check out this session to learn how to plan for your future moveand create actionable steps to ensure you hit your target.  This approachcould save you tens of thousands of dollars just by preparing in advance, sodon’t miss out! 

The issue of “deferred maintenance” in condo and coop buildings is becoming a very common issue that lenders struggle with, especially in markets like NYC and Floridawhere there are a lot of apartment buildings.  Tune into this episode to learn more about why the number of affected buildings is growing exponentially and what you can do as an agent, buyer, or seller to circumvent theimplications.

Below are thelinks to the resources that Mark reviewed during the episode:

NYC SWARMPMap: https://www.nyc.gov/assets/buildings/html/Facade_Filings_v2.html

DOB NowPortal (search violations by address):  https://a810-dobnow.nyc.gov/publish/Index.html#!/

Mark will guide you on the Financing Solution for the NAR Ruling.

Buying a property in cash may be one of the worst financial moves you can make! In this session, Mark and his co-host Simon Brady with Anglia Advisors explore how you can grow your net worth by millions of dollars through compounding gains on your investments that you otherwise wouldn’t have available if you were to buy a property in cash. The amount of money people walk away from will shock you, so don’t miss this episode!

With wage growth not keeping up with quickly rising home prices, it’s nearly impossible for younger adults to save enough for a down payment to buy a home.  However, our partnership with Nestment is addressing that issue head-on!  Nestment CEO Niles Lichtenstein joins us to talk about the benefits of combining resources by co-buying with others to help start a real estate journey decades sooner than you might be able to if you try to do it on your own. 

Money is personal and complicated and can carry a lot of baggage and emotions. People oftentimes have deep rooted insecurities and tendencies with money that stem from their upbringing. In this session, we learn from the incredible Stephanie Genkin CFP about the newer trade of “Financial Therapy” that helps break down those tendencies in order to have a more productive relationship with money.

Parents often struggle with how to teach their kids about money, but helping them develop a basic understanding of how to spend, share, save and invest can build financial confidence for the rest of their lives.  Tune into this session with expert advisor and author Rachel Gottlieb where we discuss how to help young kids understand money and the steps that parents and guardians can take early in their children’s lives to give them a head start as young adults.