It’s been four months since Joe officially launched Bundle Select and many of you real estate fans and tech geeks may be wondering if it has taken off or not. Today Joe updates us on our favorite startup, Bundle Select. Topics include:

• Introducing the investors and advisors

• If you can bundle any other service, why not real estate?

• Meeting consumer wants and needs

• What do the first users have to say?

• Bundle Select vs. traditional model

• Expanding through California

For some of us conventional financing is just not the right choice. Good thing there are options outside that. Today Joe explores reverse mortgages with Bill Benson to figure out if these loans really deserve the stigma they get. Topics:

• What is a reverse mortgage and who uses them?

• Requirements and restrictions

• Taking the fear out of reverse mortgages

• Fixed rate vs. adjustable rate loans

• Helping people through reverse mortgages

• Tax implications

• Paying off the loan

Right now the market is hot, hot, hot for real estate technology! Today Joe finds out how Hemlane is helping consumers invest in real estate across the US and explore the benefits of using a full service property manager. Topics:

• Managing your privacy during transactions

• The effect of rising rates on the market

• Investing outside your general area & flipping concerns

• Attracting landlords and tenants in a softening market

• Cryptocurrency and blockchain

If you have any questions about today’s guest all you need to know is she graduated from USC’s entrepreneur program back when nobody knew what an entrepreneur was, let alone how to spell the word. Geraldine Barry is back in the studio with Joe ready to share her extensive knowledge of business and real estate with us as it relates to outsourcing. Topics include:

• What Geraldine is working on now

• The need for outsourced services

• Disruption

• Are people comfortable outsourcing services?

People get into disagreements; it’s an unfortunate fact of life that all of us wish we could avoid. Anyone in life or business could lose a lot in a dispute, be it money or health. Today Joe and Jack try and stay out of the court house by discussing disputes and dispute resolutions. Topics include:

• Evaluating who you do business with

• Get your paperwork right!

• Work on your negotiating skills

• Arbitration vs. mediation

• Litigation, mediation and arbitration costs

• Settlement stati

Today Joe welcomes back returning guest and insurance expert Laura Peterson with Insurance and Financial Services Inc. This time around Laura will talk about insurances you do and don’t need, technology changing the way you access your insurance documents, as well as breaking down the different types of life insurance policies. Also:

• Changes to earthquake insurance

• Do you need flood insurance?

• Life insurance policies

• Seeking an insurance agent

• Auto & umbrella insurance

Planning for the future is more important now than ever and ensuring you leave a legacy for your children is becoming increasingly difficult. Today Joe talks with Ameriprise CFP George Papadoyannis about planning for the future with the entire family in mind. Topics include:

• SV housing and job market

• Transferring wealth

• Do Baby Boomer householda have enough to retire?

• Managing your wealth from the grave

• Approaching cryptocurrency

So many things need to be taken into consideration when building a business that fatigue can easily set in and cause motivation to slip away from hungry entrepreneurs. Most entrepreneurs know they will face many challenges along the way and keeping the fire burning ultimately plays a bigger role in success than consumer think. Today Joe and Jack Russo team up to discuss six key elements to keep you and your team motivated when your business isn’t going quite right.

A common issue agent’s face is working with clients that are hesitant to sell either because they don’t want to move multiple time or they fear of homelessness. Today Joe is joined by James Shoop to discuss nonconventional financing options that get you out of your old house and into your new home without fear. Also in discussion:

• Cross-collateralization

• Portfolio lending and “common sense” underwriting

• Pledged assets

• Interest only loans

• Dealing with prior credit challenges

Understanding an economy can be tricky business when volatility begins showing up in a strong bull market. Today Joe is joined by Geraldine Barry, president of SJREI Association and someone who knows the market better than most: Doug Duncan, Fannie Mae's Senior VP and Chief Economist. Topics:

• Current housing market

• Preparing for the future vs. the current economy

• First time home buyers ability to enter the market

• New real estate and lending tech

• Exploring national markets