Season 5, Episode 15

Season 5, Episode 15 (67th All Count)

Financial Planning for Small Businesses, with Fred Martinez

November 3rd, 2021 | Podcast

Show Notes:

This week’s show starts off with the So Cal market report. Saeed and Dion dive into the latest numbers and reveal the trends of the market, as well as where they believe things are headed.

We then welcome Fred Martinez to the show. Fred is a seasoned financial planner and he joins Saeed and Dr. Devaughn Dames to discuss California’s CalSavers Retirement Program. Fred breaks down what you need to know about the program, and how a mandatory retirement account for every employee will effect your business.

For our last segment, M&M for Everyone, Saeed and Devaughn discuss the non-performing mortgage note business. Saeed shares a story of his personal experience in the space, detailing how and why it was successful.

 

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Host & Founder

Saeed Ghaffari

Saeed Ghaffari

Guest

 

Fred Martinez

Fred Martinez

 

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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