The Real Money Pros

The Cost of Waiting & Asset Allocation During Volatility (10/21/2023)


Listen Later

Our mortgage expert, Dave Perry, sits down with Jeremiah to discuss the current landscape of 20-year high mortgage rates. Can there still be homebuying opportunities? Dave explains why buying a home, even with near 8% interest rates, is better than not being in the market at all. He provides data to show that waiting any longer may be even more expensive.

In the second hour, Alan and Brian discuss geopolitical risks and market volatility, and how they affect asset allocation. They delve into using technical analysis to identify leading indicators and explain why the news has such a significant impact on the markets.

 

Guests:

Dave Perry, Academy Mortgage

 

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

Alan Holman, CFP®, Wealth Advisor

 

The Real Money Pros

https://www.therealmoneypros.com

 

—————————————————————

SPONSORS:

 

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

 

Lively (HSAs and FSAs)

https://livelyme.com/pro

 

Ataraxis PEO

https://ataraxispeo.com/offer

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

 

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

 

—————————————————————

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

The Real Money ProsBy The Real Money Pros

  • 5
  • 5
  • 5
  • 5
  • 5

5

16 ratings


More shows like The Real Money Pros

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,157 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,745 Listeners

The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,397 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,184 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

777 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,918 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

669 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,289 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,516 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,050 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,045 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

785 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,352 Listeners

SmartLess by Jason Bateman, Sean Hayes, Will Arnett

SmartLess

57,885 Listeners

The Weekly Show with Jon Stewart by Comedy Central

The Weekly Show with Jon Stewart

10,360 Listeners