Jamie Hopkins on “Stacking Benjamins”

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Whether you’ve never purchased a home before or just don’t know much about the process, we’ve got a treat for you today. We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates is telling (those rates “might not be what you think they’d be.”) On today’s show we welcome the guy who’s teaching us everything millennials need to know about mortgages, Jeff VanNote.

During our headlines segment, we’ll start with one piece detailing how Americans would spend a life changing sum of money. Do you know how you would spend yours? In our second headline, we talk to head of retirement research from Carson Wealth, professor Jamie Hopkins. Could you be on the hook for your parents’ long term care? Plus, in a special third headline, one Florida man received a $980,000 tax refund. Before you start asking how you can cash in like he did, you’ll want to find out the rest of that story.

Later on we’ll field a Haven Life Line call from Michael, who has $5,000 in savings. He’s put in about $500 into Acorns so far to start investing, but should he be doing more? And in our letter segment, Allen tells us how he’s been socking away $100 per month since his daughter has been born. She’s going off to college in a couple of years, and Allen wants to keep socking away $100 for her in a Roth IRA once she graduates. Where’s the best place to start the account?

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Break Your “Boring Routine” by Asking “Why?”

This time of year is often characterized by both reflection of the past and contemplation of the future.  Looking back on early 2014, I recall feeling like many aspects of my day-to-day routine were a real drag for me. At the time, I did not enjoy getting up each morning to go to work, comi …

Retirement Planning

Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared? Click here to open fullscreen

A Time for Giving

Recently, my boyfriend and I decided to take part in our church’s Christmas donation for families in need. We picked a family number and were given a paper with a family of kids’ names, ages, gender and a couple of presents on their Christmas list.

Social Security

You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefit …
1 2 3 102 103 104 105 106 107 108

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation