Financial Strategies with Trevor Carlson & Heritage Reverse Mortgage financialstrategies

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.