On the Mark

Mark is joined by Richard Rodriguez Esq to discuss the legalities around investment real estate as a side hustle. (Part 3 of 6 in a bonus series)

Mark is joined by Jayson Halladay and Leah Solomon of Compass Real Estate and Scott Harvey with Figure 8 Realty to discuss the Real Estate Professional's perspective and personal stories around investment real estate as a side hustle. (Part 1 of 6 in a bonus series)

Most consumers feel that now is not an ideal time to buy, but that may actually be completely incorrect!  In this session we analyze what buyers had to give up during the buying craze over the past 2 years and how high they had to bid to get an accepted offer – and then compared it to current market conditions to determine that now may be the best time to buy. 

Mark and longtime co-worker Gabi Feuer chat about why now is actually a great time to purchase a home. 

Connect with us on Instagram or contact us directly at www.markmaimon.com

This session covers the various components of estate planning, co-hosted with Robert Strauss, Esq. – estate planning attorney to the stars!  We covered why having an estate plan is so critical, different types of trusts, variations in state laws, why estate planning is important for homeowners, and stories about high-profile individuals who hadn’t done proper estate planning.  This session is a must for anyone who wants to leave a legacy to their heirs rather than to the IRS!

Get in touch with Rob:

Robert E. Strauss, Esq.

Weinstock Manion, A Law Corporation

(310) 553-8844

[email protected]

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Life insurance can be a very important tool to ensure that you don’t leave your loved ones with unmanageable expenses in the event of your passing.  Checkout this informative session co-hosted with Dan Griepenburg, CFP® where we cover the most critical life insurance topics including how to choose the righttype and amount of coverage, the differences between providers, best practices and how life insurance can be used as a creative tax shelter and investment vehicle. 

Get in Touch with Dan:

Dan Griepenburg, CFP®

Wealth Management Advisor

(732-896-6299 (Mobile)

646-366-6725 (Office)

[email protected]

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Real estate investors benefit tremendously from the investor-friendly tax code that can help put money in your pocket tax-free.  This session focuses on Cost Segregation which is an IRS-compliant way to accelerate depreciation expenses you can use to offset taxable rental income. Our guest Kevin Miller from Veritax Advisors walks us through everything you need to know to take advantage of this highly beneficial strategy. Get in Touch with Kevin:

Kevin Miller

Veritax Advisors

P:888.939.3309

[email protected]

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Retirement planning can be overwhelming and many people simply rely on a company-sponsored 401k and hope it’s enough to service their needs during retirement. When should you start retirement planning and how much should you be putting away? Get those answers and other great information from one of our team’s expert advisors, Rick Nott from Lourd Murray. Get in touch with Rick:

Rick Nott

Senior Wealth Advisor

Lourd Murray

P: (310)-651-2526

[email protected]

https://lourdmurray.com/rick-nott

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We were joined by co-host Scott Kahan, CFP®, who is an award-winning Certified Financial Planner to discuss the different types of advisors, how each type is compensated, how to select one that meets your needs and how people who don’t have millions saved still need an advisor. Anyone who doesn’t yet have a financial advisor (or who wants to help others find one) should watch this session!

Get in Touch with Scott:

Scott m. Kahan, CFP®

President & Senior Financial Planner

Financial Asset Management Corporation

P: (914) 238-8900

P: (212) 239-7777

[email protected]

www.famcorporation.com

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There’s no doubt we’re in a higher rate environment than we’ve experienced in decades – but did you know that there are tactics that both consumers and real estate professionals can use to overcome the challenges? In this session, Mark outlined several strategies to consider as well as the industry projections on where rates are likely headed in 2023 and beyond. Now may be one of the best times to buy despite the higher rates, so don’t miss it!

Connect with Mark & Combat Higher Rates