Podcast Archives - Page 6 of 9

47. HOME SERIES 3 OF 8 – THE HOME SEARCH PROCESS

ROI Disclosures: https://tinyurl.com/32dtv228 Tune in today as Lance, Rob, and Adrian discuss the home search process based on stats received from the National Association of Realtors from July 2020 - June 2021. The information provided supplies understanding, from the consumer level, of the trends that are transpiring. This is part 3 in an 8 part series. Links Mentioned: rmlscentral.com National Association of Realtors 40th Anniversary Edition 2021 Profile of Home Buyers and Sellers https://cdn.nar.realtor/sites/default/files/documents/2021-highlights-from-the-profile-of-home-buyers-and-sellers-11-11-2021.pdf https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

46. HOME SERIES 2 OF 8 – CHARACTERISTICS OF HOMES PURCHASED

ROI Disclosures: https://tinyurl.com/32dtv228 Tune in today as Lance, Rob, and Adrian discuss the characteristics of homes purchased based on stats from the National Association of Realtors from July 2020 - to June 2021. The information provided supplies understanding, from the consumer level, of the trends that are transpiring. This is part 2 in an 8 part series. Links Mentioned: https://www.valuepenguin.com/mortgages/historical-mortgage-rates#hist National Association of Realtors 40th Anniversary Edition 2021 Profile of Home Buyers and Sellers https://cdn.nar.realtor/sites/default/files/documents/2021-highlights-from-the-profile-of-home-buyers-and-sellers-11-11-2021.pdf https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

45. HOME SERIES 1 OF 8 -CHARACTERISTICS OF HOME BUYERS

ROI Disclosures: https://tinyurl.com/32dtv228 Tune in today as Lance, Rob, and Adrian discuss the characteristics of home buyers based on stats received from the National Association of Realtors from July 2020 - June 2021. The information provided supplies understanding, from the consumer level, of the trends that are transpiring. This is part 1 in an 8 part series. Links Mentioned: http://divorcestatistics.net/divorce-statistics-in-america/ https://www.bloomberg.com/news/articles/2021-04-21/what-financial-advisers-think-of-marriage-or-mortgage National Association of Realtors 40th Anniversary Edition 2021 Profile of Home Buyers and Sellers https://cdn.nar.realtor/sites/default/files/documents/2021-highlights-from-the-profile-of-home-buyers-and-sellers-11-11-2021.pdf https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

44. ROI TAX SERIES 8 OF 8 -THE BENEFITS OF YOUR CPA AND FINANCIAL ADVISOR WORKING TOGETHER

ROI Disclosures: https://tinyurl.com/32dtv228 Tune in today as Lance, Rob, Adrian, and Sue discuss why it's so important for your financial advisor and your CPA to be partnered together. https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

43. ROI TAX SERIES 7 OF 8 – YEAR-END TAX PLANNING

ROI Disclosures: https://tinyurl.com/32dtv228 Tune in today as Rob, Adrian, and Sue discuss year-end tax planning and how you can prepare for the upcoming year. Links Mentioned: https://themilitarywallet.com/organize-tax-documents/ https://www.taxslayer.com/blog/how-to-organize-receipts-and-records-for-taxes/ https://housewifehowtos.com/get-organized/organize-your-documents-for-tax-filing/ https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

42. ROI TAX SERIES 6 OF 8 – REAL ESTATE AND TAXES

ROI Disclosures: https://tinyurl.com/32dtv228 Tune in today as Lance, Rob, Adrian, and Sue discuss and answer your questions about taxes when it comes to real estate. Links Mentioned: https://turbotax.intuit.com/tax-tips/rental-property/selling-rental-real-estate-at-a-loss/L2RKgClm4 https://themilitarywallet.com/organize-tax-documents/ https://www.taxslayer.com/blog/how-to-organize-receipts-and-records-for-taxes/ https://housewifehowtos.com/get-organized/organize-your-documents-for-tax-filing/ https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

41. ROI TAX SERIES 5 OF 8 – MAKING STANDARD DEDUCTIONS VS. ITEMIZED DEDUCTIONS SIMPLE

Tune in today as Rob, Lance, and Sue talk about the difference between making standard deductions vs. itemized deductions and how you can make them simple.

40. ROI TAX SERIES 4 OF 8 – THE BASICS OF SMALL BUSINESS TAXES

Tune in today as Rob and Sue talk about the basics of small business taxes.

39. ROI TAX SERIES 3 OF 8- WHAT TO EXPECT IN 2022 WITH YOUR TAXES

Tune in today as Rob and Sue talk about what you can expect in 2022 for your taxes. Link mentioned: https://www.cnbc.com/2021/11/11/inflation-pushes-income-tax-brackets-higher-for-2022-.html

38. ROI TAX SERIES 2 OF 8- MAKING YOUR 2021 TAX FILINGS SIMPLE

Tune in for part 2 of an 8 part series as Lance, Rob, Adrian, and Sue talk about how you can make your 2021 tax filings very simple. Links mentioned: According to IRS.gov https://www.irs.gov/credits-deductions/2021-child-tax-credit-and-advance-child-tax-credit-payments-topic-a-general-information

ROI Financial Advisors, LLC

Beaverton Office

Lake Oswego Office

Site Links

Legal

Blog Posts

IRS Scams: How to Spot and Avoid Them

When to Shred Old Financial Documents

Gift Tax Exclusion FAQs

3 Retirement Trends to Watch in 2024

How to Calculate Your Net Worth

Ⓒ 2021 ROI Financial Advisors, LLC - All Rights Are Reserved

ROI Financial Advisors, LLC (dba ROI Financial) is an SEC registered investment advisor. rev 10.31.2022 ROI-MKT

PROUD MEMBER OF THE ROI FAMILY

Are you Sure you
want to leave?

Beaverton Office

Lake Oswego Office

Site Links

Legal

Ⓒ 2021 ROI Financial Advisors, LLC - All Rights Are Reserved

ROI Financial Advisors, LLC (dba ROI Financial) is an SEC registered investment advisor. rev 10.31.2022 ROI-MKT

Are you Sure you want to leave?

Are you Sure you
want to leave?