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05.10.2023 - Mortgages

Attendees Rating:

Excellent (88%)
Average (11%)
Below Average (1%)

Missy Davis

Thu, 05/11/2023 - 11:50

Comments
A few comments from listeners:
Agree with Tom on one of the slides - great piece to convey changes over time in income and rent vs mortgage.
- Kimberly N.

Great presentation, I'm also a mortgage and financial advisor and the thinking and visuals provided were outstanding in how to grow wealth by having a larger mortgage. Slides will help counter the beliefs around having high mortgage debt.
- Marian J.

Get financial advisors involved with clients long term goals. These classes are outstanding!!
- Thomas S.

Loved that idea that the asset is growing whether you prepay or not and the slide with the income asset rent and growth info.
- Lauren C.

Very nice reminder regarding the allocation of cash and leverage. Thanks !!
- Lauren P.
11 Factors to Consider: To Carry a Big, Long Mortgage...or Not
Presented by John Thompson, CLA, CDLP and Todd Ballenger
John Thompson

This webinar featured the founder of Borrow Smart University, Todd Ballenger, and Certified Liability Advisor John Thompson providing a detailed review of 11 factors all financial advisors should consider when advising clients on how much they should mortgage and which mortgage is best suited for them. 

Attendees Comments:

A few comments from listeners:
Agree with Tom on one of the slides - great piece to convey changes over time in income and rent vs mortgage.
- Kimberly N.

Great presentation, I'm also a mortgage and financial advisor and the thinking and visuals provided were outstanding in how to grow wealth by having a larger mortgage. Slides will help counter the beliefs around having high mortgage debt.
- Marian J.

Get financial advisors involved with clients long term goals. These classes are outstanding!!
- Thomas S.

Loved that idea that the asset is growing whether you prepay or not and the slide with the income asset rent and growth info.
- Lauren C.

Very nice reminder regarding the allocation of cash and leverage. Thanks !!
- Lauren P.