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Interview with CFP Ed Gjertsen: Real Estate & Overall Financial Health
Manage episode 373252264 series 3499311
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In this episode, Dave and Ed discuss:
- Why you should consult a financial professional when buying a home.
- Active engagement on behalf of your clients.
- Areas homeowners might overlook when purchasing real estate.
- Real estate investing.
Key Takeaways:
- Your financial advisor can give you guidance, but, ultimately, it is your decision. They are the coach to your decision-making quarterback.
- Most people are misaligned between their estate documents and the title of their homes.
- Every client and every home are unique. Working with a financial advisor can assist with helping make the decision of what will work well in the long term, rather than the here and now.
- Get the HELOC on your home before you retire. It gives you an additional tool in the toolbox and is easier to get before retirement when you no longer have a direct income source.
"The better we know you financially, the better we can guide you." — Ed Gjertsen
Connect with Ed Gjertsen:
Website: https://engagewealthgroup.com/
LinkedIn: https://www.linkedin.com/in/edgjertsenii/
Twitter: https://twitter.com/EdGjertsenII
Connect with Dave Nimick:
Website: https://thenimickteam.com/
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/davenimick/
Facebook: https://www.facebook.com/thenimickteam
Dave Nimick is owner of The Nimick Team, Inc. with Keller Williams Realty
Show notes by Podcastologist: Chelsea Taylor-Sturkie
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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