When and why you should consider a refinance on your home

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In this episode, Ray Brown, CFP® professional and Wealth Planner at Goodwin Investment Advisory team discuss when and why homeowners should consider refinancing their mortgage. They cover topics such as the importance of interest rates, the difference between principle and interest (P&I) and private mortgage insurance (PMI), how to remove PMI, reasons to consider refinancing (such as reducing monthly payments or improving creditworthiness), the impact of closing costs, the pros and cons of fixed-rate and adjustable-rate mortgages, and the importance of considering the long-term implications of refinancing.

If you enjoyed this episode stay tuned for more coming soon where Tim is interviewing other advisors on key topics such as retirement planning, the current market conditions, life transitions, leaving a legacy, tax planning, elections, the housing market, a different way of retirement, and so many other financial related topics. Our advisors love to help our listeners to enjoy their hard earned money and life a meaningful and generous life. Let us help plan your version of rich and retirement. If you want to speak with one of our advisors, please schedule a call with our consultant here.

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If you want to prepare, the most thought provoking question you will be asked to answer is: “If we were meeting again 3-5 years from today, and you were looking back over time–what would need to happen to be happy with your financial progress?”

Our consultant will also ask you about your pain points, whether you have worked with a previous advisor, what success looks like when working with an advisor, any debt you might have, income streams, investments and your retirement plan. Our consultant will spend time addressing your questions and, if you request it, will set up a free follow-up consultation with one of our advisors.

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