61: Portfolio Reviews & Client Successes


Manage episode 243955350 series 1434086
By Jason Hartman and Elisabeth Embry. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Jason Hartman and Investment Counselor Sara talk about some of the issues that clients are dealing with and considering in today's episode. With rates as low as they've been in years and the ability to refinance or get a line of credit at reasonable rates, what is an investor to do?

Key Takeaways:

[2:26] Non-refi interest rate reductions are happening, so don't be afraid to ask

[6:17] Refi a 30 year fixed rate or do a HELOC?

[11:04] A look back at "Go Zones" and what some of the problems were

[20:22] The current investor vibe




102 episodes