In this special episode, Chip Munn and Jon Tait are joined by Karen Schwartz, Realtor®/Broker co-owner at Domin & Schwartz Real Estate Group to discuss how to maximize investments in real estate.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Raymond James is not affiliated nor endorses the services/opinions of Karen Schwartz.

Any opinions are those of the speaker and not necessarily those of Raymond James.

Inflation is essentially things getting more expensive over time. So what can we do to combat inflation? Real estate can provide rental income unlike any other “inflation-proof” investments. Financial advisors, Chip Munn & Jon Tait, provide inflation estimates in all their financial plans and share their expertise in this episode about real estate and inflation.

Everyone is excited about real estate these days… and we believe that real estate is a great asset for retirement and your investments. Real estate can help diversify and outpace inflation in your investment portfolio, generate passive income and tax reductions in rental income, or spend more time with family and loved ones in a vacation home. So, why do I want to own another property? 

In this special episode, Chip Munn and Jon Tait are joined by Kelly Shovelin, estate law attorney. They discuss how to protect and preserve all that you hold dear.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Raymond James is not affiliated with Kelly Shovelin.

Financial advisors, Chip Munn and Jon Tait sit down in this episode to talk through a few scenarios - sudden loss, serious illness, and health - and how they approach each in their client's lives. Even if you are in good health, going through the checklist can make a difference in the event tragedy strikes. Their number 1 advice in any situation, don't hurry...

Don’t miss this lesson… There's a big difference between losing some money and losing enough money that alters your future. Financial advisors, Chip Munn and Jon Tait are back this week to discuss something we all experience in life, financial loss. Listen in to hear their tips on how to recover from loss. 

Business owners focus on building and running their business; however it's just as important to think about your succession plan when it comes time to retire. Financial advisors, Chip Munn and Jon Tait discuss emotional and financial factors, plus the steps to selling a business.

Be a business owner without starting from scratch... Financial advisors, Chip Munn and Jon Tait talk this week about evaluating existing businesses, industry tips, and how to negotiate.

There is a lot of potential out there to start a business but also a lot of risk. Financial advisors, Chip Munn and Jon Tait, explore why you should start your own business and what to think about to help make that big decision.

Social Security won’t be around so why bother? Well, that’s not entirely true. Financial Advisors, Chip Munn and Jon Tait discuss a few of the #socialsecurity myths and provide their expert insights into what will affect this government program as you start to plan your retirement.