Financial Strategies with Trevor Carlson & Heritage Reverse Mortgage

Rachel talks to us about building new homes and how having a realtor who specializes in this area will save you thousands of dollars and endless headaches.We also talk about how Reverse Mortgages are used when building a new home.

I run solo in this episode to talk about the indicators that lead me to believe we're heading for another Recession. This isn't meant to scare anyone but rather to inform and prepare the listeners to take advantage of the opportunities that a Recession brings.

Levi Swenson joins us to talk about Retirement planning. We cover investing, life insurance, and best practices in starting now to get ready for retirement.We also talk about best practices to handle a market correction and how to protect retirement funds when the market crashes.

Tony is the president of Dixie Direct. The foremost money savings guide in Southern Utah. We talk about how Dixie Direct is serving our community by helping people save massive amounts of money every year and by giving many thousands of dollars to our local schools in donations.

Derek Morton talks to us about his company Netgain Property Management and what you get when you hire a superior Property Management company to manager your investment properties.We also talk about using a Reveres Mortgage to finance a multi unit property and how that would provide ownership of a property with residual income but no monthly mortgage payments.

Josh shares some great thoughts on how to deal with the big Tax law Changes of 2018.We also talk about how Reverse Mortgages can help limit Tax exposure while offering access to money to live better in retirement.

My interview with Stephen of State bank of Southern Utah covers new construction financing and the strategies to set yourself up right and avoid unnecessary frustration when building a new home.We also talk about how Reverse Mortgages can be used to finance your new home.

Jared Plewe is one of the very best in the Title industry. We talk about how Title work benefits home owners and Fraud Schemes everyone should be aware of.We also talk about Refinancing a HECM Reverse Mortgage to make it even better for those who already love their Reverse Mortgage.

Aaron Bonham joins us to talk about why American Family Insurance has the highest quality Insurance at some of the lowest premiums out there.I also explain why so many people who own their homes free and clear are doing Reverse Mortgages.

We interview Troy Barnes of Estate Protectors on end of life coaching and best practices for preparing your trust and estate plan.We also talk about specific scenarios when Reverse Mortgages could be a life saver for a surviving spouse.

Episode 2: Kyle Wipf of the Diamond Group of Remax Associates. Kyle gives valuable tips to know when choosing the right Real Estate professionals. The Diamond group specializes in selling homes for top dollar with quick turn times. They are highly experienced in New Construction.We also discuss how a Reverse Mortgage can double someone's buying power to get you into your dream home during your retirement years.Heritage Reverse Mortgage is an equal housing lender. NMLS# 1497455

Episode 1: Features Tyson Williams of SBSU a top producing LO in Southern Utah.We talk about Tyson's:-Grant program which offers $7500 of free money to buy a home-Jumbo mortgage with low rates-Construction financingI also take time in the episode to discuss my own career in Reverse Mortgages and the evolution of my career that brought me to open Heritage Reverse Mortgage.