On this episode, Mike talks with Dina Mabry with BGA Insurance. They discuss the importance of purchasing long-term care insurance when you’re young and healthy. They also talk about the importance of considering long-term care options and protecting wealth and assets in retirement.

From Dina:

“Dina is a trusted resource for life, long-term care, disability insurance. Being in the industry for over 17 years, Dina has become a respected consultant to financial advisors and individuals by creatively finding solutions for estate planning, income replacement and long term care protection solutions.

Working with over 30+ carriers, Dina taps into her knowledge from her long career in the pharmaceutical industry to properly underwrite clients to find the best match for most medical impairments.

Dina strives to be a reliable expert in her field so clients can make informed decisions and sleep at night knowing they and their families are protected. Solo agers, married couples, new parents and those preparing for retirement can benefit from meeting with Dina.

Dina can broker in all states and is active in local networking organizations (W Source, ProVisors, Women 2 Women) She spends her time supporting Go Red for Women, The American Heart Association and The Alzheimer's Association Central Coast.”

Highlights:

Long-term care insurance and reverse mortgages for retirees. (4:10)

Life insurance and long-term care costs, benefits, and planning. (8:14)

Long-term care insurance and its cost factors. (11:27)

Follow Dina:

www.bgapremierinsurance.com

Join Mike Wise, a seasoned mortgage expert, on "Mortgage Wise with Mike Wise," your go-to podcast for navigating the world of real estate financing. Whether you're a first-time homebuyer, seasoned investor, or industry professional, Mike covers everything you need to know. From in-depth discussions on various loan types and understanding market trends to timely updates on interest rates and their economic and political drivers, Mike keeps you informed and empowered in today's dynamic real estate landscape. Stay tuned for expert insights and practical advice that can make a difference in your financial decisions.

Follow along at www.mortgagewisewithmikewise.com

This podcast is produced by Jim McCarthy and ItsYourShow.co

On this episode, Mike talks with Marya McFadden with McFadden Family Law & Mediation. They discuss the importance of mediation before resorting to traditional litigation in divorce cases. They also discuss various aspects of divorce and spousal support, including the factors that determine spousal support payments, the options for ending or modifying spousal support, and the potential cost savings of mediation compared to litigation.

Marya emphasized the importance of understanding the legal framework for spousal support and the potential consequences of not having a prenuptial agreement, while Mike raised complex questions regarding divorce and mortgage obligations, including how to divide assets and protect assets through prenuptial agreements.

From Marya:

“As a family law attorney and mediator, Marya assists clients with divorce, child custody, child and spousal support, premarital agreements, and domestic violence restraining orders. Encouraging mediation and negotiation whenever reasonably possible to resolve matters outside of court, Marya is also a zealous advocate for her clients in the courtroom.

As Board Secretary for Big Brothers Big Sisters of Ventura County, Marya helps match local at-risk youth with volunteer mentors.”

Highlights:

Dividing assets in a divorce, including a house. (4:38)

Divorce and mortgage payments. (9:20)

Spousal support in California, including duration and calculation factors. (19:12)

Mediation and prenuptial agreements in divorce cases. (25:03)

Follow Marya:

https://www.linkedin.com/in/marya-mcfadden-973883145/

Join Mike Wise, a seasoned mortgage expert, on "Mortgage Wise with Mike Wise," your go-to podcast for navigating the world of real estate financing. Whether you're a first-time homebuyer, seasoned investor, or industry professional, Mike covers everything you need to know. From in-depth discussions on various loan types and understanding market trends to timely updates on interest rates and their economic and political drivers, Mike keeps you informed and empowered in today's dynamic real estate landscape. Stay tuned for expert insights and practical advice that can make a difference in your financial decisions.

Follow along at www.mortgagewisewithmikewise.com

This podcast is produced by Jim McCarthy and ItsYourShow.co

On this episode, Mike talks with Joel Dobrin with Cost Segregation Initiatives. They discuss cost segregation as a tax strategy in real estate financing, with details on the process and benefits of cost segregation studies. They clarify the process and highlighted potential tax savings for various investment opportunities, including a manufacturing facility, apartment complex, mixed-use retail and restaurant property, retail shopping center, and self-storage facility. Joel encouraged listeners to reach out for more information on cost segregation and investment opportunities.

From Joel:

“With over 35 years’ experience in financial services, Joel Dobrin is a Cost Segregation specialist. Joel's partners at Cost Segregation Initiatives are among the elite in their profession in their ability to produce certified cost segregation reports. Only those with the CCSP designation can stamp a cost segregation report with the seal of the American Society of Cost Segregation Professionals, which makes the work that he does constantly in demand. Over the past 15+ years, Joel's firm has completed over 1,500 "certified" engineering - based cost segregation studies and is known as one of the premiere firms of its kind in the nation.”

Highlights:

Cost segregation for tax savings on a $1 million property. (4:17)

Cost segregation for tax savings in real estate investments. (10:18)

Cost segregation with emphasis on quality standards and certification. (21:41)

Follow Joel:

https://www.linkedin.com/in/joel-dobrin-52493816/

Join Mike Wise, a seasoned mortgage expert, on "Mortgage Wise with Mike Wise," your go-to podcast for navigating the world of real estate financing. Whether you're a first-time homebuyer, seasoned investor, or industry professional, Mike covers everything you need to know. From in-depth discussions on various loan types and understanding market trends to timely updates on interest rates and their economic and political drivers, Mike keeps you informed and empowered in today's dynamic real estate landscape. Stay tuned for expert insights and practical advice that can make a difference in your financial decisions.

Follow along at www.mortgagewisewithmikewise.com

This podcast is produced by Jim McCarthy and ItsYourShow.co

On this debut episode, Mike Wise talks with Tristan Ahumada, the creator of LabCoat Agents Facebook Group.

In this episode they discuss how Real Estate Agents can grow their businesses through strategic partnerships, online lead conversion, and personalized communication. Building long-term relationships with clients and leveraging social media and messaging platforms to engage with them is crucial. Personal branding and creating a ubiquitous presence for clients can also help attract more business. Storytelling through marketing efforts can establish trust and connect with clients on a personal level.

From Tristan:

“After 1 year in the business, I became rookie of the year at Century 21 at age 24. I attribute my quick success in Real Estate to being married at 19, I had a lot of people to prove wrong and a lot to accomplish quickly.

In 2014 I created LabCoat Agents as a Facebook Group and in 3 years we have grown to over 80,000 members. LabCoat Agents is extremely influential in the Real Estate world and we are the largest Real Estate Facebook Group in the world. We are now one of the leading Media/Education Companies in Real Estate.

In 2015 my real estate team hit a milestone and surpassed 100 Million volume in production, in Los Angeles/Ventura Counties, which placed me in the top 1% of all Real Estate agents in the US. My success in Real Estate has made our LabCoat Agents group even more relevant. People go to the group and website to find out the latest tech, resources, systems and to get motivated to grow their real estate business. We are literally changing the Real Estate world.

I now run a successful Real Estate team in California, operate LabCoat Agents, and I speak an average of 3 times a month nationally at different real estate events and brokerages. My love for technology and systems pushes me to test out the latest products and allows me to create successful systems for automation for the Real Estate world. I continue to help agents throughout the world because I believe that all agents should have access to free resources to help grow their business.”

Highlights:

Real estate marketing strategies, including personalized communication and online presence. (5:31)

Using social media and messaging to build relationships and grow business. (11:00)

Real estate industry changes, including NAR settlement and commission. (21:47)

Follow Tristan:

www.tristanahumada.com

Join Mike Wise, a seasoned mortgage expert, on "Mortgage Wise with Mike Wise," your go-to podcast for navigating the world of real estate financing. Whether you're a first-time homebuyer, seasoned investor, or industry professional, Mike covers everything you need to know. From in-depth discussions on various loan types and understanding market trends to timely updates on interest rates and their economic and political drivers, Mike keeps you informed and empowered in today's dynamic real estate landscape. Stay tuned for expert insights and practical advice that can make a difference in your financial decisions.

Follow along at www.mortgagewisewithmikewise.com

This podcast is produced by Jim McCarthy and ItsYourShow.co