ROI Podcast Disclosures- tiny.cc/Podcast-disclosures In this episode, Rob and Adrian talk about how to make money by saving money. If you are looking for simple ways to increase your income outside of getting a raise at your job, this is an episode you will want to listen to. Tune in and let us know what you think!
Read MoreAre you wondering about different ways to invest in your family’s future? A custodial account can help you give your children (or another young family member, like a niece, nephew, or grandchild) financial support for their college education. Read more in the ROI Financial PDF file below.
Read MoreIn Pt.2, Rob and Adrian take a look at a few case studies from their clients. They get into great examples of what home affordability looks like and how it can apply to you too.
Read MoreIn this episode, Rob and Adrain take a look at a few case studies from their clients. They get into great examples of what home affordability looks like and how it can apply to you too.
Read MoreAt some point, many people consider buying a second home. This new property might be your vacation getaway or an addition to your investment portfolio. But, just like buying your first home, such a large purchase requires careful consideration. These four questions can help guide you as you weigh the potential benefits and challenges of […]
Read MoreIn this episode, Rob and Adrian take a deep dive into current market home affordability. If you like to geek out on data then this is your episode. They cover nationwide statistics based on the affordability index.
Read MoreIn this episode, Rob and Adrian build out an avatar of an actual client that Adrian and Rob are working with together, and basically rundown the difference between what happens if you're trying to buy from a traditional lending standpoint, a 25%, down normal investment property versus this second home product.
Read MoreAs you know, planning for the future and keeping your finances on track require regular vigilance and fine-tuning. But when life gets busy, it is surprisingly easy to forget about the basics. That is why even the wealthiest among us can end up picking up less-than-ideal habits. No matter your situation, it is a good […]
Read MoreOne part of planning your legacy and making your wishes known involves doing some digital and physical organizing. Do you have all your key legal documents in an easily accessible but secure place? Here is what to have on hand and what to keep in mind as you put your essential information in order.
Read MoreWhen should you start receiving your Social Security benefits and how they will factor into your overall retirement situation? These are two of the biggest considerations attached to this important financial topic. If you have questions on your mind or want to go over anything in greater detail, start by looking at these key points […]
Read More