The Borrow Smart Conversation
door The Borrow Smart Conversation
Nieuwste aflevering
Why You Need a Liability Advisor?
Why You Need a Liability Advisor?
Over deze podcast
The founder of CLA - the liability management and liability advisory movement began in our offices in 1993... come profit from our experience.
Afleveringen
De nieuwste 20 van 77 afleveringen
- Why You Need a Liability Advisor? · 45 minThis transcript documents a collaborative discussion between financial planners and lending professionals regarding the integration of asset and liability management. The…
- Lynn Alden - Understand Debt Newsletter · 22 minThis June 2025 newsletter by Lyn Alden, an investment strategist, examines three common misconceptions about the US federal debt. First, it debunks the idea that the US "owes the…
- Rational Optimists Society - March Briefing · 26 minKey Themes and Innovations: •Supersonic Flight Reimagined: •The Rise of Intelligent Robots: •A New Era for Defense Technology: •The Private Space Revolution: •The Power of AI…
- CLA Powered by SORA Financial · 18 minIn this conversation, we look at the power of a trained CLA (Certified Liability Advisor) working with SORA Financial to power AI centered leads, debt optimization and more.
- 20-60-20 Rule · 12 minUnderstanding consumer behavior and decision making - is about 20% the impact to cash now, 60% the impact to cash flow now and over time, and 20% the future wealth impact.
- From Zero to Hero: Mastering the Art of Financial Advisor Referrals · 16 minThis text is a transcript of a presentation by Todd Ballenger, a loan officer coach, outlining his "FAST System" for loan officers to improve their businesses. The system details…
- The FAST System: A Loan Officer's Roadmap to Success · 18 minThis text is a transcript of a presentation by Todd Ballenger, a loan officer coach, outlining his "FAST System" for loan officers to improve their businesses. The system details…
- Borrow Smart Repay Smart · 21 minThis excerpt from Borrow Smart Repay Smart by Todd Ballenger presents a comprehensive strategy for managing personal finances, particularly concerning homeownership. The text…
- Rational Optimist for January 2025 · 31 minSo much going on in the world that's exciting, keep your aperture wide open! This blog post from the Rational Optimist Society argues that America's innovation stagnated after…
- Inauguration Day's Impact on Housing · 21 minLogan Mohtashami, in a recent podcast, discusses the economic impact of a new president's executive orders on the housing market. Key focuses include the effects of potential…
- Fed Z1 Report Q3 - 2024 · 21 minThe document is a detailed financial report, specifically the Z.1 report from December 12, 2024, which analyzes U.S. domestic nonfinancial debt and household net worth. It…
- Rational Optimist - November Edition · 17 minThese articles from the Rational Optimist Society discuss the resurgence of innovation and the need for deregulation. One article highlights excessive regulations hindering…
- Retirement Spending Surprises: JP Morgan Study · 19 minJ.P. Morgan Asset Management analyzed anonymized data from over 280,000 Chase households to reveal three key retirement spending surprises: a declining lifetime spending curve…
- Retiree Life in the Post-Pandemic Economy · 16 minWhat role will housing play in the Transamerica Center for Retirement Studies and Transamerica Institute released their 24th annual retirement survey report, examining the lives…
- The Case for Dividend Investing · 24 minI'm a big fan of dividend stocks for mortgage professionals to balance income. This excerpt from Kelly Green's "Dividend Digest" argues that dividend stocks are a superior…
- Understand The MOVE Index and Interest Rates New Normal · 15 minHarley Bassman’s Convexity Maven publication is a commentary on the bond market and macroeconomics, particularly focusing on the relationship between interest rate options and…
- The Secret Power Within Your Mortgage · 10 min"The Secret Power Within Your Mortgage" is a book by Daniel Amerman that argues that mortgages are an overlooked tool for managing financial risk, particularly in times of…
- Rational Optimist Society - October · 15 minThe sources from the Rational Optimist Society highlight the importance of optimism in facing a changing world. The first source focuses on the potential of technology to solve…
- Financial Literacy in the Workplace · 15 minThe first source explores the connection between financial wellness and emotional well-being. It highlights the negative impact of financial concerns on mental health, citing…
- Financial Literacy in the US · 24 minThe two reports provide information on the state of financial literacy education across the United States. The Consumer Financial Protection Bureau (CFPB) report outlines its own…
