Today on Real Estate Mortgage Shoppe we are going to talk about where we see mortgage rates and home prices going. We will be looking at some important factors to consider when determining the best time to buy a home.  We have a special guest today who is known for being able to read the economy and make strategic moves at the right time.

HOW DO I KNOW WHEN IS THE BEST TIME TO BUY A HOME OR INVEST IN  REAL ESTATE?

Patrick Dwyer resides in Miami, Florida where he proudly founded the Dwyer Family Foundation. Formerly with Merrill Lynch, Patrick has a long, successful career as a wealth advisor for high-net-worth clients. He currently works for Boston Private, and he gives his time to a number of charitable organizations including Telluride Science Research Center and Key Biscayne Community Foundation. He received his MBA at the University of Miami.
Visit At:- https://speakerhub.com/speaker/patrick-dwyer-merrill-lynch

Patrick Dwyer Merrill Lynch - A Wealth Advisor

In a world filled with financial complexities, Kamal Lidder emphasizes the indispensable role of wealth advisors. Their expertise, personalized approach, risk management strategies, tax efficiency, goal alignment, continuous monitoring, and the peace of mind they offer collectively make a compelling case for not ignoring their importance. As you embark on your financial journey, consider enlisting the guidance of a wealth advisor to ensure a more secure and prosperous future.

Kamal Lidder Shares 7 Reasons Why You Shouldn't Ignore Wealth Advisors

Join wealth advisor Kamal Lidder as he shares essential tips for navigating the stock market. Learn how to build a diversified portfolio, set achievable goals, and stay disciplined in your investment approach. Whether you're a beginner or an experienced investor, Kamal Lidder insights will help you on your journey to financial success. Tune in now to unlock the secrets of success.

Kamal Lidder Guide To Starting Your Stock Market Journey

Planning for a comfortable retirement can be daunting, but it doesn't have to be! In this episode, seasoned wealth advisor Kamal Lidder breaks down his thorough, step-by-step guide to retirement planning. Learn how to define your retirement goals, assess your current financial situation, estimate your expenses, and calculate your savings needs. Kamal also shares expert tips on maximizing your savings, diversifying investments, planning for healthcare costs, and creating a smart withdrawal strategy. Tune in to gain valuable insights and actionable advice to ensure a secure and fulfilling retirement. Don't miss out on Kamal's expertise to help you take control of your financial future!

Kamal Lidder's Step-by-Step Guide to Retirement Planning

Join Kamal Lidder as he unveils seven powerful strategies to boost your wealth. From setting clear financial goals to smart investing and debt management, Kamal's insights will guide you on the path to financial independence. Don't miss this episode packed with practical tips and expert advice to help you achieve your financial dreams.

Kamal Lidder Shares 7 Strategies He Uses to Grow Your Wealth

We talk with Kamal Lidder, a financial advisor, about common mistakes in estate planning and how to avoid them. Kamal says it's important to start your plan early, keep it updated, and involve your family. We provide practical advice to help you secure your family's future and protect your legacy, whether you're just starting or need to improve your existing plan.

Kamal Lidder On Avoiding Common Estate Planning Mistakes

In this episode, wealth advisor Kamal Lidder discusses the importance of timing in stock market investments. With over 18 years of experience, he shares tips on understanding market cycles, avoiding emotional decisions, and using strategies like dollar-cost averaging. Kamal emphasizes the value of a disciplined, long-term approach to investing for lasting financial success. Tune in to learn how timing can impact your investment strategy.

Kamal Lidder Discusses Why Digital Assets Matter In Your Plan

Kamal Lidder shares simple and effective tax-saving strategies to enhance your investments. Explore options like TFSAs, RRSPs, and dividend-paying stocks to reduce taxes and grow your wealth. With expert advice, you can create a smart, tax-efficient portfolio tailored to your goals.

Kamal Lidder Talks About Tax-Savvy Investment Opportunities

You know retirement planning doesn’t have to be complicated. Kamal Lidder, a seasoned Wealth Advisor, breaks down simple ways to start investing—no big money or expertise required. Learn how small steps, smart habits, and the right mindset can set you up for a secure and stress-free retirement.

Kamal Lidder Talks about Simple Ways to Invest for Retirement

Patrick Dwyer, formerly with Merrill Lynch, has received industry recognition for his nearly three-decade career as a wealth advisor. From 2007 to 2019, Barron’s recognized him as one of the Top 100 Financial Advisors in America. He currently works for Boston Private as Head of Strategic Business Development and is known for delivering comprehensive strategies to serve elite client needs. He founded the Dwyer Family Foundation in Miami, Florida to promote education in populations with exceptional needs. Visit At: https://clearvoice.com/cv/patrickdwyermerrilllynch

Kamal Lidder is a skilled wealth advisor known for his personal touch and financial know-how. He uses his strong finance background to create tailored plans for his clients, covering investments, retirement planning, and tax savings. Kamal is respected for his honesty and dedication, aiming to build lasting relationships while helping clients navigate the world of wealth management for long-term success.

Jo Garner is a mortgage officer with extensive knowledge in tailoring mortgages to her customers who are refinancing or purchasing homes all over the country. She offers conventional, FHA, VA, refinances, Rural Housing and outside-of-the-box loan programs for refinancing and purchases.

Jo can help you look at rent vs buy, when it makes sense to refinance, how to get the best deal on your home purchase financing. Jo’s mortgage team goes the extra mile for her customers, listening to the customer to make sure the mortgage product fits what they want today and what they need later. If there is an appraisal required, the customer’s loan is given a complete “second look” once the completed appraisal is submitted to see if there are any options for saving the customer more money per month or by lessening costs.

Jo Garner has been in the real estate/financing business for over 30 years. She grew up in West Tennessee and has been in the mortgage business in the Memphis area since 1990. She got her start in Portland, Maine where she first began her real estate career. She received her real estate education from the University of Southern Maine and was personally mentored in San Diego, California by Robert G. Allen, author of Nothing Down, Creating Wealth and The Challenge

Join Jo Garner live on News Radio AM 600 WREC every Saturday 9AM to 10AM CST or on IHEART Radio Subscribe for weekly Real Estate Mortgage Shoppe podcasts with show notes at www.JoGarner.com She is author of the book "Choosing the Best Mortgage-The Quickest Way to the Life You Want" on Amazon & Barnes and Noble.

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