Your Best Financial Life, The Cordant Wealth Partners Podcast Series
No matter where you are in your career, you probably have some stress in your life that is caused by money. Are you saving enough? Will you be able to retire early? How much will it take to get complete financial freedom? Your Best Financial Life is here to answer all of your questions and bring on experts that can point you in the right direction. Your Best Financial Life is a Cordant Wealth Production.
Real estate is a diverse market that is much more complex than commonly perceived. In today’s interview with John Swagerty, Senior Vice President at Acadia Realty Trust, Scott and John dissect what goes into evaluating a property and a potential real estate investment. John covers different dynamics of the industry and uncovers focal points of the behind-the-scenes mechanics. To learn more about real estate investments and the perspective shift that’s occurred in the market tune into this episode of Your Best Financial Life with Scott Malbasa.
A home is one of the biggest purchases you’ll make in your lifetime, so why do people know so little about it? Today’s guest, Kim Bean, has been a mortgage loan officer for decades and has seen the ups, downs, and behind the scenes of the industry.
Today, Kim shares tips on things like how to improve your credit score, analyzes options to consider when looking at your mortgage, and offers advice on how to go about your own process. To learn how you can apply these insightful tricks to your own financial life tune into this episode of Your Best Financial Life with Scott Malbasa.
Retirement doesn’t have to mean stagnation or mark the end of pursuing dreams. In fact, many people aspire and start up their own personal businesses after retirement. One notable person who successfully began her own business after retirement is Kim Netting.
Kim Netting noticed a lack of products that targeted people with allergens, specifically gluten intolerance, and started up a company producing ice cream sandwiches to satisfy those customers. In today’s conversation, Kim talks about what inspired her, the most rewarding elements of starting a business, and what the process of building a business looks like. To hear more about the behind the scenes of creating a business after retirement tune into this episode of Your Best Financial Life with your host, Scott Malbasa.
Everyone wants to be more organized in life, and most need to downsize their belongings along the journey.
Today’s guest will help you with these goals. Beth Giles is the Professional Organizer/Senior Move Manager at NW Organizing Solutions, LLC. Beth works with people and their possessions and their systems of life – helping them to flow more smoothly. Often people wait too long to organize their lives and they become overwhelmed. Join us and learn how we can keep our lives organized and we’ve got some great tools to share with you too!
We all want to be financially educated and invest in companies we believe will be the most impactful in regards to what we believe in, all while reaching our financial goals. In order to do this, it’s vital for you to reach out to a knowledgeable financial advisor and to set realistic financial goals.
Today’s guest, Apollo Lupescu, is the Vice President and “secretary of explaining stuff” at Dimensional (the 7th largest mutual fund company). He talks about how to determine which companies to invest in, how to evaluate funds, and gives helpful tips on building financial competence. Tune into this episode of Your Best Financial Life with Scott Malbasa to start making better and smarter financial decisions.
Preparing for retirement doesn’t have to be difficult or overwhelming. Professional investment advisors are trained to help assist with each individual case and to help you make the most beneficial financial decisions.
One of these professionals is Michelle Kohlbush, who has over 23 years of accounting experience and has expertise proven to help you financially prepare for your future. Tune into this episode of Your Best Financial Life with Scott Malbasa to learn about the best tax planning opportunities for you.
We all have questions when it comes to planning for our future and how to implement the best plan of action when it comes to setting a legal plan in place. When it comes to finances the majority of us have an overwhelming amount of questions and anxiety, which is why it is highly suggested you consult an estate attorney when putting a will or trust-fund in place.
In this interview, Melanie Marmion, an estate planning attorney in partnership with the law firm of Fitzwater, Meyer, Hollis, and Marmion, will discuss some of the most commonly misunderstood aspects of implementing a will or trust-fund – such as how to decided which document would be more beneficial in specific cases, whether or not you should consult an attorney or use online software, and how to minimize taxes on your trust-fund.
Tune into this episode of Your Best Financial Life with your host, Scott Malbasa, to take the next step in your estate planning process.
Working in the financial industry, I get asked a lot of questions about money everywhere I go. No one is immune from the stress that money creates in our lives. We all have questions that keep us up at night, and I want to bring you answers to those questions!
Today, you’ll learn why I decided to start this show and how I hope it can impact your life.