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

What Does Your Retirement Look Like?

Published by Jake Bleicher When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, …

Seven Sins of Divorce

Published by Mark Petersen Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to …

Nelly Carson Brings You The Hard Truth About Resolutions

If you’ve read my bio (which I’m sure you have), you know that being the Chief Comfort Officer means my job is to boost the spirits of the Carson Group team with my joyful nature and all-around tail-wagging positivity. But, in my 35 years on this planet (5 human years), I’ve realized someth …

6 Steps to Create a Healthy Relationship with your Money

Published by Teresa Milner, Wealth Advisor Some of us have an unhealthy relationship with our money. When you hear the word “sale,” do you go and buy things just because you think it’s a good deal? How many clothes have you bought just because they were 50% off, but then never even taken th …
1 2 3 56 57 58 59 60 106 107 108

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