Wills and Trusts For Generations X and Y.

Residential, Commercial and Private Money Loans For Beneficiaries: A Breakdown With Mona Elhalwagy


Listen Later

Get ready for an enlightening discussion as I sit with the accomplished
Mona Elhalwagy, a wholesale lender and lawyer. 

From sharing her unique journey as both a lender and a lawyer, to explaining what wholesale lending entails and why she stuck around post-law school, Mona delivers a powerhouse of insights. She wears multiple hats, representing lenders, educating brokers on loan products, and structuring loans to increase approval odds. Forbix Capital is where she is currently trailblazing with residential, commercial, and private money loans. 

Stepping into the second half of our chat, Mona breaks down the nuts and bolts of loan programs for trust and estate beneficiaries, tossing in her most memorable success story. 

If you're curious about how to secure loans for investment properties or want to understand what sets Forbix apart from other lenders, Mona's got you covered. 

Mona's NMLS Number is 663069; and her DRE Number is 01221578. 

If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.

...more
View all episodesView all episodes
Download on the App Store

Wills and Trusts For Generations X and Y.By Christie Asselin, Esq. Wills, Trusts & Probate

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

3 ratings


More shows like Wills and Trusts For Generations X and Y.

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

226,136 Listeners

The Wealth Elevator Podcast: Real Estate, Taxes, Investing by Lane Kawaoka, PE

The Wealth Elevator Podcast: Real Estate, Taxes, Investing

431 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

772 Listeners

Crime Junkie by audiochuck

Crime Junkie

367,562 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,083 Listeners

Self Improvement Daily by Best You 2025

Self Improvement Daily

315 Listeners

Fiction - Comedy Fiction by The Sunset Explorers

Fiction - Comedy Fiction

6,444 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

19,745 Listeners