Season 4, Episode 2

Season 4, Episode 2 (37th All Count)

What the Current State of the Housing Market Means for the Future with Patti Gregory

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Crucial Advantages of Holistic Financial Planning with Paul Vann

April 7th, 2021 | Podcast

Show Notes:

In our first segment this week, co-host Patti Gregory joins us to discuss the current trends in the SoCal real estate market. She and Saeed go through some important numbers to discover why sellers should put their houses on the market. They also reflect on the housing market crash of 2008 and discuss whether or not we’re headed for another one.

Paul Vann joins us in the next segment to discuss his expertise in wealth management, as well as his holistic financial planning services. Paul breaks down the differences between traditional and holistic financial planning and makes the case for using services like his instead of normal practices. If you’re a business owner or a professional looking to plan responsibly for your financial future, you’ll want to hear what Paul has to say.

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Host & Founder

Saeed Ghaffari

Saeed Ghaffari

Co-host

Patti Gregory Photo

Patti Gregory

Guest

Paul Vann

Paul Vann

 

Important Disclaimer

  • Subject property is for sale as of the time it is posted on this site. Please contact a realtor to check the current status of the property.
  • The interest rate, closing costs, tax rates, mortgage insurance premiums and monthly figures all are estimated and actual cost may vary at time of closing are subject.
  • The formula used to quote the Income Needed to Qualify is based on general guidelines for an ideal borrower. The Income Needed to Qualify will vary and may be lower or higher based on the amount of down payment, borrower’s credit history, lender guidelines, etc. To further explore your qualification, other loan options and loan programs, please consult with a licensed loan officer.
  • The above information is provided for advertising and promotional purposes. You must contact a licensed loan officer to get real time quotes on rates and fees.
  • Please connect with experienced realtors and loan officers on our site or contact us at [email protected]

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