In this episode of the Money Podcast, the hosts Jake and Lincoln discuss the importance of having a will. They emphasize how a will serves to outline personal wishes for assets, guardianship of minor children, and healthcare decisions. They note that a will minimizes family conflicts and legal disputes after one's passing. The hosts also touch on online will services and legal advice, stressing the significance of ensuring one's will reflects their specific circumstances. They share personal stories and anecdotes to underline the importance of planning for the inevitable, and they highlight that having a will is a responsible act to ease the burden on loved ones during difficult times.

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In this episode of the Money Podcast, hosts Jake and Lincoln are joined by mortgage expert George Neufeld for part two of their mortgage discussion. They explore topics related to mortgages and real estate investment. They cover programs available for first-time home buyers, focusing on the First Home Savings Account (FHSA) program that allows tax-free savings for a down payment on a first home. The hosts also discuss strategies for buying rental properties, including the different down payment requirements based on property type and usage. They encourage listeners to send in questions and suggestions for future podcast topics.

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In this episode, the hosts Jake and Lincoln sit down with a mortgage broker, George Neufeld, to discuss various aspects of mortgages and money. The episode is split into two parts. In the first part, they focus on first-time home buyers, down payments, credit scores, interest rates, and the stress test. They emphasize the importance of understanding different mortgage types and how to qualify for a mortgage without a credit score.

The second part of the episode, which will be covered in the next episode, will delve deeper into mortgages for investment properties and other related topics. Throughout the conversation, they touch on the role of mortgage brokers versus banks and how a mortgage broker can offer access to a broader range of mortgage options from different lenders. The hosts also highlight the significance of money in providing options, time, and amplifying one's character.

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Call and leave voicemail 403-768-2977

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In this episode, Lincoln and Jake discuss the key aspects of buying a first house.

They emphasize the importance of budgeting, being debt-free, and saving for a down payment of at least 20% to avoid extra fees.

They recommend using a trusted realtor who has knowledge of the local market and can help find suitable options within the budget.

They also stress the significance of a home inspection to identify any issues and the value of getting an appraisal done to ensure you're not overpaying. They suggest using a mortgage broker rather than a bank for better rates and more options.

They advise paying extra towards the mortgage whenever possible and recommend locking in an interest rate for a term of at least 3 to 5 years.

They also emphasize the importance of asking questions, seeking advice from professionals, and being cautious when choosing a professional to work with.

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Phone: 403-768-2977 Leave a voice mail

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E-mail: [email protected]

Hosted on Acast. See acast.com/privacy for more information.

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Hosts Jake and Lincoln discuss the importance of saving money and building an emergency fund. They highlight the difference between real emergencies such as car or home repairs, and perceived emergencies like funding vacations. They emphasize that money buys options and time. They also explore the recommended amount for an emergency fund based on individual circumstances and offer insights on where to park the savings, considering the purpose and accessibility of the funds.

Our Contact information is:

Phone: 403-768-2977 leave a voice mail and we'll get back to you.

WhatsApp: 403-768-2977

Email: [email protected]

We look forward to your questions and feedback.

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In this episode of the Money Podcast, hosts Jake and Lincoln introduce themselves and discuss their backgrounds in finance. They emphasize the importance of having a financial plan and how it injects hope into people's lives, helping them achieve financial peace and create a better future. They share personal experiences of making poor financial decisions, working a plan, and the transformative impact it had on their lives, emphasizing that money provides options and time.

To leave your feedback, to ask questions and leave comments contact Jake and Lincoln, via WhatsApp at 403-768-2977 or email them at [email protected].

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.