What is intentional world domination planning

Here is a link to our NEW and improved podcast on YouTube. Where not only will you get to hear our Retirement Advisors and Investment Wealth Advisors share via audio but you will also get to enjoy watching the interactions in our Woodstock, GA office. 

Or, listen to the podcast on Buzzsprout here.

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.  

What can I expect on the intro call?

On your introductory call, our consultant will ask you questions to get to know your story and financial goals.

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.

Tara-schedule-a-call
The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.
By Published On: September 13th, 2024

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About the Author: Tara Bruce

Tara Bruce
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