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Mark Maimon (NMLS# 3550)

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Simplify Senior Transitions PodcastSimplify Senior Transitions PodcastEP36 - Creative Lending Strategies for Senior Living with Mark MaimonAre you trying to help a loved one transition into senior living, but struggling with how to fund it without selling their home first?This week on the Simplify Senior Transitions Podcast, I sit down with Mark Maimon, Mortgage Branch Manager at Luminate Bank and host of the On The Mark Podcast. With over $2 billion in funded loans and two decades in the industry, Mark is a true expert in navigating complex lending situations—and he’s now bringing that expertise into the senior living space.Ma...2025-07-1550 minOn the MarkOn the MarkSeniors | Navigating Estate Planning and Taxation with Chris ToewsIn this episode, Mark Maimon interviews Chris Toews, an estate attorney with expertise in tax law, to discuss the complexities of estate planning, particularly for seniors. They explore the implications of selling property, the concept of step-up in basis, and the impact of Prop 19 on property tax reassessments. Chris emphasizes the importance of professional advice in navigating these issues to avoid costly mistakes. The conversation also touches on strategies like 1031 exchanges and charitable trusts as potential solutions for minimizing tax burdens.2025-06-1928 minOn the MarkOn the MarkSeniors | The Importance of Early Planning for Care with Merridith GonzalezIn this episode, Merridith Gonzalez, a certified long-term care specialist, discusses the importance of long-term care insurance and planning. She emphasizes the need for early conversations about care planning, the various types of policies available, and the financial implications of waiting to secure coverage. The discussion also highlights the differences between long-term care and disability insurance, the emotional impact of care planning on families, and best practices for financial planning to ensure generational stability.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Proverbs Financial & Insurance Services is not a...2025-06-1936 minOn the MarkOn the MarkSeniors | Navigating Finances in Senior Living with Ron FreemanIn this episode, Mark Maimon and Ron Freeman discuss the financial challenges faced by seniors in the context of senior living. They explore the shift from viewing senior living as a lifestyle choice to a necessity, the importance of financial education, and the implications of selling a home to pay for care. The conversation emphasizes the need for proper financial guidance to help families navigate these complex decisions and preserve their legacies.2025-06-1835 minOn the MarkOn the MarkSeniors | On the Burden of Senior Care with Jacob KendallIn this episode of the On The Mark Podcast, Mark Maimon and Jacob Kendall discuss the multifaceted challenges faced by seniors, particularly in navigating healthcare and financial systems. Jacob shares his unique perspective as a gerontologist and a patient, emphasizing the importance of early planning and the need for systemic changes to support aging populations. They explore demographic trends, the emotional aspects of aging, and the necessity of open conversations about mortality and care. The discussion highlights the interconnectedness of financial planning, healthcare, and emotional well-being, urging listeners to prepare for the future and seek support from family and...2025-06-1824 minOn the MarkOn the MarkSeniors | The Art of Downsizing: Tips and Tricks with Marty Stevens-HeebnerIn this episode of the On The Mark Financial Forum, Mark Maimon interviews Marty Stevens-Heebner, an expert in senior services, particularly focusing on move management and estate liquidation. They discuss the complexities of helping seniors transition to new living situations, the emotional challenges involved, and the importance of professional guidance. Marty shares insights on the process of downsizing, navigating family dynamics, and the unexpected discoveries that can occur during estate cleanouts. The conversation emphasizes the need for a support network and offers practical advice for families dealing with aging loved ones.2025-06-1833 minOn the MarkOn the MarkSeniors | Navigating Senior Living: Insights from Rachel KellerIn this episode of the On The Mark Financial Forum, Mark Maimon interviews Rachel Keller, VP of Sales and Marketing at Catalyst Senior Living. They discuss the importance of lead management in the senior living industry, the role of financial advocacy, and the need for empathy in conversations with families seeking senior care. Rachel shares insights on how Catalyst helps communities improve occupancy rates through effective lead management and financial support, emphasizing the emotional nature of these conversations and the necessity for compassionate communication.2025-06-1825 minOn the MarkOn the MarkSeniors | Navigating the Complexities of Family in Aging CareIn this conversation, Richard Wexler discusses the complexities of aging care, emphasizing the importance of planning and communication among family members. He highlights the resources available for caregivers and the financial implications of elder care, urging families to have proactive discussions about care needs and costs. Wexler also addresses the emotional challenges faced by families and the necessity of creating a comprehensive care plan to ensure that loved ones receive the appropriate support as they age.2025-06-1825 minOn the MarkOn the MarkSeniors | The Importance of Long-Term Care Insurance with Kelila Heller & Dina MabryIn this episode of the On The Mark Financial Forum, hosts Mark Maimon, Kelila Heller & Dina Mabry discuss the critical aspects of planning for senior care. They explore the importance of long-term care insurance, the landscape of assisted living facilities, and the financial implications of caregiving. The conversation emphasizes the need for proactive planning, understanding available resources, and the role of family in caregiving. They also touch on creative financing solutions and government assistance programs like Medi-Cal, providing valuable insights for families navigating these challenges.2025-06-1836 minOn the MarkOn the MarkSeniors | The Role of Family in Elder Care with Bunni DybnisIn this episode of On The Mark Financial Forum, host Mark Maimon speaks with Bunni Dybnis, an aging life expert, about the complexities of aging, family dynamics, and the importance of pre-planning for elder care. Bunny shares her insights on navigating crisis situations, recognizing warning signs for help, and the financial considerations that come with aging. She emphasizes the need for effective communication within families and offers resources for those seeking assistance in managing elder care challenges.2025-06-1846 minOn the MarkOn the MarkSeniors | Navigating Caregiving Challenges with Christina & Cindy Hardin-WeissIn this episode of On The Mark Financial Forum, Mark Maimon speaks with Christina & Cindy Hardin-Weiss, co-founders of Adaptive Equipment Caregiving Corner. They discuss the challenges faced by caregivers, the importance of proactive planning for aging, and the various modifications that can be made to homes to ensure safety and comfort for seniors. The conversation also touches on financial considerations for home modifications and resources available for caregivers. The episode emphasizes the need for awareness and preparation in caregiving situations, as well as the creative solutions that can help seniors remain in their homes.2025-06-1829 minOn the MarkOn the MarkSeniors | The Importance of Planning for Senior Living with Erin Dwyer-BuschIn this episode of the On The Mark Financial Forum, Mark Maimon interviews Erin Dwyer-Busch from Senior Care Authority. They discuss the challenges families face when navigating senior care options, the importance of financial planning, and the trends in senior living preferences. Erin shares insights on the need for professional guidance and the potential pitfalls of online research. The conversation emphasizes the importance of early planning and understanding the financial implications of senior care decisions.2025-06-1826 minOn the MarkOn the MarkSeniors | Navigating the Complexities of Estate Planning with Marguerite LorenzIn this episode of the On The Mark Financial Forum, Mark Maimon interviews Marguerite Lorenz, a private trustee and executor, who shares her insights on the importance of estate planning. They discuss the role of a trustee, the necessity of keeping estate plans updated, and the emotional and financial implications of estate management. Marguerite emphasizes the need for professional guidance, the impact of family dynamics, and the various financial tools available for managing care and real estate. The conversation highlights the importance of proactive planning and communication in ensuring a smooth transition for families during challenging times.2025-06-1852 minOn the MarkOn the MarkSeniors | Navigating the Complexities of Senior Living with Steve MoranIn this episode of the On The Mark Financial Forum, Mark Maimon and Steve Moran discuss the complexities of senior living, focusing on the emotional and financial burdens families face when caring for aging loved ones. They explore the importance of planning for senior care, the challenges of navigating financial options, and the need for better middle market solutions in senior living. The conversation highlights the significance of socialization for seniors and the realities of promises made about aging at home. Ultimately, they emphasize the need for families to engage with professionals to ensure their loved ones receive the...2025-06-1731 minOn the MarkOn the MarkSeniors | To Reverse or Not to Reverse with Janice CohenSeniors and professionals who support them often turn to reverse mortgages as the option to finance the cost of care. Check out this episode to learn when a reverse mortgage may be the right option and when it might not be - along with creative alternative solutions that you may not be aware of.2025-06-0500 minOn the MarkOn the MarkSeniors | Navigating Home Care: Insights from Steve WeissIn this episode of the On The Mark Financial Forum, host Mark Maimon speaks with Steve Weiss, a seasoned consultant in the home care industry. They discuss the evolution of home care, the importance of financial planning for seniors, and the challenges faced by families in affording care. Steve shares insights on leveraging home equity, the significance of quality care, and the role of agency owners in providing effective solutions. The conversation emphasizes the need for proper planning and resources to ensure seniors can age in place with dignity.2025-04-3040 minOn the MarkOn the MarkRE Investing | The Importance of Advisors in Real Estate with Jon StandringIn this episode of the On The Mark Financial Forum, Mark Maimon and Jon Standring discuss the complexities of real estate investment, focusing on the importance of understanding options, tax implications, and the role of advisors. They explore the differences between residential and investment properties, the benefits of 1031 exchanges, and the significance of having a trusted team to navigate the real estate landscape. The conversation emphasizes the need for education and informed decision-making in real estate transactions.2025-04-1733 minOn the MarkOn the MarkSeniors | Estate Planning for All Ages with Alessandra MessineoIn this episode of the On The Mark Financial Forum, Mark Maimon and estate attorney Alessandra Messineo Long discuss the critical importance of estate planning for individuals of all ages. They explore essential documents such as healthcare proxies, durable powers of attorney, and the differences between wills and trusts. The conversation emphasizes the need for open discussions about guardianship for children, the implications of not having a plan, and the potential tax benefits of proper estate planning. Alessandra shares insights on when to update estate plans and the misconceptions surrounding estate planning, making it clear that it is a...2025-04-0944 minOn the MarkOn the MarkSeniors | The Profound Impact of LTC Insurance with Brad TisdaleAll of us want to avoid becoming a financial burden on our families later in life and to pass on as much of our legacy to our heirs as possible. Check out this episode where my guest, Brad Tisdale of Tisdale Insurance Services breaks down the nuances of different types of Long-Term Care insurance policies, how to customize them appropriately to meet a family’s needs and what the massive implications are on your loved ones if you have inadequate coverage - or worse yet, no coverage at all.2025-04-0244 minOn the MarkOn the MarkSeniors | The Shifting Landscape of Senior Living with Morgan LamphereJoin industry veteran Morgan Lamphere of Lauren Rose Senior Advisors and I in a comprehensive discussion of how current trends are affecting senior living and specifically Life Plan communities. We explored some of the financial requirements for Life Plan communities, creative ways to fund entry fees and ongoing expenses without selling a home as well as creative strategies to avoid paying unnecessary capital gains taxes.2025-03-2634 minOn the MarkOn the MarkSeniors | Advocating for Seniors in Financial PlanningIn this conversation, Mark Maimon and Jaime Roberts discuss the challenges faced by the aging population, particularly in terms of financial preparedness and the emotional stress associated with navigating care options. They explore the importance of financial planning, the role of family dynamics, and innovative solutions for financing care, including the use of home equity. The discussion emphasizes the need for education among families and industry professionals to better support seniors in managing their care needs.TakeawaysJaime Roberts is the CEO of Arizona LeadingAge, advocating for the aging community.The aging population...2025-03-1938 minOn the MarkOn the MarkSeniors | Challenges Surrounding RCFE Operators and Prospective ResidentsIn this episode, I had an engaging conversation with William Young who has passionately served in all facets of Senior Living and also created the California RCFE Association to advocate for and educate operators and boarding care owners. We explored the various types of senior facilities as well as creative ways for senior to use their homes as a means of funding care needs, along with the issues surrounding complex family dynamics and conflicting priorities of adult children. 2025-03-1243 minOn the MarkOn the MarkDivorce | Divorce Consulting with an Expert Financial CoachTune in to learn from Financial Advisor, turned Divorce Consultant and Financial Coach, Neil Palache. Neil has a unique approach to navigating the financial intricacies of all stages of divorce – from pre-planning to post-settlement and everything in between. He has developed a unique approach and understanding of the most common issues and how to overcome them without causing undue stress in an inherently stressful process. 2025-02-2634 minOn the MarkOn the MarkSeniors | Financing and Tax Strategies for Seniors with Erin ThompsonI had the pleasure of engaging with Erin Thompson, the founder of the “Aspire for More with Erin” Podcast and a true inspiration and thought leader in the Senior Living space. We discussed how impactful creative financing and tax planning can be for seniors to keep them from paying massive amounts of unnecessary capital gains taxes. Tune in to learn more! 2025-02-2044 minOn the MarkOn the MarkSeniors | Growing Occupancy with Creative FinancingIn this episode I was joined by Julie Podewitz, CEO and Founder of Grow Your Occupancy. Julie shared insights on the most common challenges that Sales Directors in the Senior Living industry face when trying to overcome the common objections seniors have with moving into a new Senior Living Community. We also discussed the role that creative financing can play in facilitating the care that seniors need as well as raising occupancy levels in the communities that serve them. 2025-02-1931 minOn the MarkOn the MarkRE Investing | Non Traditional Investor Financing SolutionsReal Estate Investing can be lucrative and addicting, but also come with challenges specifically pertaining to financing. Watch this session where Mark explores some non-traditional solutions for investors to use when they are seeking various financing needs like acquiring new properties, manage turns, and more!2024-11-2524 minOn the MarkOn the MarkReal Estate | Refinance Strategies in a Downward Rate EnvironmentJoin Mark Maimon for an overview of strategies to take advantage of the current rate environment. Anyone who has taken a loan in the past couple years may be a good candidate for refinancing. But should people refinance now while rates are still declining or should they wait for even lower rates to materialize over the next couple years? Come to this session to find out – you might be surprised by the answer!2024-11-1934 minOn the MarkOn the MarkSeniors | Financing Strategies for Aging ParentsPreparing an aging parent for a secure financial future canbe a daunting task, but it’s much more difficult if you don’t plan ahead. In this session, our guest Aaron Steele from Steele Capital Management and I explore the things that the kids of our elder generation can do to help them stay ahead of the significant costs of care and other aspects of aging. Preparing your family for this inevitable transition early on could make a huge difference in the their quality of care and inevitably their quality of life.    2024-10-0133 minOn the MarkOn the MarkDivorce | Managing Finances Through DivorceDivorce can be tricky, especially as it relates to how to handle the marital residence. Tune in to this session where we interview an expert family law attorney and financial advisor on how to prepare for these important negotiations and why it’s so important to interact with a full team of financial professionals early in the separation process to avoid crucial missteps. 2024-07-1952 minOn the MarkOn the MarkReal Estate | How to Successfully Prepare to Transition HomesTransitioninghomes can be very complicated and expensive, but not if you plan wayahead!  Check out this session to learn how to plan for your future moveand create actionable steps to ensure you hit your target.  This approachcould save you tens of thousands of dollars just by preparing in advance, sodon’t miss out!  2024-06-1433 minOn the MarkOn the MarkReal Estate | Navigating the SWARMP of Deferred MaintenanceThe issue of “deferred maintenance” in condo and coop buildings is becoming a very common issue that lenders struggle with, especially in markets like NYC and Floridawhere there are a lot of apartment buildings.  Tune into this episode to learn more about why the number of affected buildings is growing exponentially and what you can do as an agent, buyer, or seller to circumvent theimplications. Below are thelinks to the resources that Mark reviewed during the episode: NYC SWARMPMap: https://www.nyc.gov/assets/buildings/html/Facade_Filings_v2.htmlDOB NowPortal (search viola...2024-05-0337 minOn the MarkOn the MarkReal Estate | The Financing Solution to NARMark will guide you on the Financing Solution for the NAR Ruling.2024-04-1239 minOn the MarkOn the MarkPersonal Finance | Why You Should Never Buy in Cash with Simon BradyBuying a property in cash may be one of the worst financial moves you can make! In this session, Mark and his co-host Simon Brady with Anglia Advisors explore how you can grow your net worth by millions of dollars through compounding gains on your investments that you otherwise wouldn’t have available if you were to buy a property in cash. The amount of money people walk away from will shock you, so don’t miss this episode! 2024-03-2834 minOn the MarkOn the MarkReal Estate | Understanding Co-Buying with NestmentWith wage growth not keeping up with quickly rising home prices, it’s nearly impossible for younger adults to save enough for a down payment to buy a home.  However, our partnership with Nestment is addressing that issue head-on!  Nestment CEO Niles Lichtenstein joins us to talk about the benefits of combining resources by co-buying with others to help start a real estate journey decades sooner than you might be able to if you try to do it on your own.  2024-03-2233 minOn the MarkOn the MarkPersonal Finance | The Emotional Side of Money with Stephanie GenkinMoney is personal and complicated and can carry a lot of baggage and emotions. People oftentimes have deep rooted insecurities and tendencies with money that stem from their upbringing. In this session, we learn from the incredible Stephanie Genkin CFP about the newer trade of “Financial Therapy” that helps break down those tendencies in order to have a more productive relationship with money. 2024-03-2142 minOn the MarkOn the MarkPersonal Finance | Teaching Your Kids About Money with Rachel GottliebParents often struggle with how to teach their kids about money, but helping them develop a basic understanding of how to spend, share, save and invest can build financial confidence for the rest of their lives.  Tune into this session with expert advisor and author Rachel Gottlieb where we discuss how to help young kids understand money and the steps that parents and guardians can take early in their children’s lives to give them a head start as young adults. 2024-03-1447 minOn the MarkOn the MarkReal Estate | How to Qualify in an Economic Downturn with Gabi FeuerThere are several industries that have been affected bystrikes and general downturns in 2023 – primarily the Entertainment, Real Estate and Automotive industries.  In this episode, Mark and his team member Gabi Feuer discuss how people in affected industries can use creative financing solutions to get loans approved despite the lower level of income they have experienced.  2023-11-1739 minOn the MarkOn the MarkThe Samburu Project with Linda Hooper Mark fell in love with the incredible people of Kenya on a visit to the country in the summer of 2022. He developed a deep desire to help children whose families cannot afford the relatively small amount of money it costs to send their kids to school. That’s why we donate to local vetted charities to pay tuition expenses for Kenyan children every time we close a loan – and we encourage our clients and industry associates to contribute to this worthy cause alongside us. 2023-10-3046 minOn the MarkOn the MarkReal Estate | How to Succeed as a First Time Buyer with Gabi FeuerToday’s market is ultra-competitive despite the higher rate environment we’re in. The market may seem even more complicated if you’re a first-time buyer, but there are also advantages that first-time buyers have over current homeowners. Having a keen understanding of those advantages, how to navigate headwinds of the market and how to weed out the media noise could give you the edge to beat out your competition and buy your dream home. Don’t miss this session!2023-10-0553 minOn the MarkOn the MarkPersonal Finance | Building & Protecting Your Ideal Credit Profile with Anthony DavenportCheck out this insightful session with best-selling author and credit guru, Anthony Davenport of Regal Credit. Did you think the credit bureaus had a mission to help you? You’ll think again when you hear how they sell your data. We cover this and many other myths that people often have about how the credit system works. You’ll also learn what a perfect credit profile looks like as well as how to protect your credit and identity to ensure you keep your FICO score as high as possible.Anthony DavenportCEO & FounderRega...2023-09-071h 03On the MarkOn the MarkPersonal Finance | Retirement Planning for Self Employed BorrowersRetirement planning can be very complicated – especially when you’re self-employed and have to figure it out on your own. Check out this insightful episode with our expert co-host Christian Hutchins from Lourd Murray where we make sense of the various retirement plans and strategies and how to manage your retirement contributions as your income fluctuates from year to year.Christian HutchinsSenior Wealth AdvisorLourd Murray(310) 651-2493chutchins@lourdmurray.comwww.lourdmurray.com2023-08-2242 minOn the MarkOn the MarkPersonal Finance | Building a Personal Budget with Zak SmithOur guest Zak Smith will help us understand how to create a plan to work toward your financial goals.  Modern-day budgeting isn’t about putting money aside in envelopes – it’s about making sure that you’re spending is within your means and also setting some constraints on your spending as your income rises.  You’ll be shocked how big of an impact it can make to not increase your expenses at the same pace as your income rises over time. Check out this session to learn more!Izak SmithCEO and Co-Founder2023-08-1548 minOn the MarkOn the MarkReal Estate | Navigating the Changing Homeowner's Insurance ClimateThere have been sudden changes to the availability and cost of homeowner’s insurance this year.  Check out this session with our guest, Ed Castner from McGriff Insurance to better understand the changing landscape and what consumers and real estate professionals can do to help mitigate the issues and create opportunities.Ed CastnerPrivate Client Advisor  McGriff Insurance239-822-1410  ecastner@mcgriff.com2023-06-0741 minOn the MarkOn the MarkInvestment Real Estate Side Hustle: 1031 ExchangesMark is joined by Eric Brescher to discuss the process and benefits of 1031 exchanges within investment real estate. (Part 6 of 6 in a bonus series) 2023-05-2459 minOn the MarkOn the MarkInvestment Real Estate Side Hustle: A Tax PerspectiveMark is joined by Joe Neri to discuss the CPA's perspective and reasons for tax benefits with investment. (Part 5 of 6 in a bonus series) 2023-05-2447 minOn the MarkOn the MarkInvestment Real Estate Side Hustle: Protecting Your InvestmentMark is joined by Courtney Ronan and Ed Castner to discuss the various insurances and why it is so important to protect your investment when creating a real estate side hustle. (Part 4 of 6 in a bonus series) 2023-05-2459 minOn the MarkOn the MarkInvestment Real Estate Side Hustle: A Legal PerspectiveMark is joined by Richard Rodriguez Esq to discuss the legalities around investment real estate as a side hustle. (Part 3 of 6 in a bonus series) 2023-05-2451 minOn the MarkOn the MarkInvestment Real Estate Side Hustle: A Real Estate PerspectiveMark is joined by Jayson Halladay and Leah Solomon of Compass Real Estate and Scott Harvey with Figure 8 Realty to discuss the Real Estate Professional's perspective and personal stories around investment real estate as a side hustle. (Part 1 of 6 in a bonus series) 2023-05-241h 01On the MarkOn the MarkInvestment Real Estate Side Hustle: A Financial Advisor's Perspective Mark is joined by Mark Salerno CFP® of Wealth Edge to discuss the Financial Advisor's perspective and personal stories around investment real estate as a side hustle. (Part 2 of 6 in a bonus series) 2023-05-2453 minOn the MarkOn the MarkReal Estate | How to Capitalize on a Down Market with Gabi FeuerMost consumers feel that now is not an ideal time to buy, but that may actually be completely incorrect!  In this session we analyze what buyers had to give up during the buying craze over the past 2 years and how high they had to bid to get an accepted offer – and then compared it to current market conditions to determine that now may be the best time to buy. Mark and longtime co-worker Gabi Feuer chat about why now is actually a great time to purchase a home. Connect with us on Insta...2023-04-0138 minOn the MarkOn the MarkPersonal Finance | Estate Planning with Rob Strauss, EsqThis session covers the various components of estate planning, co-hosted with Robert Strauss, Esq. – estate planning attorney to the stars!  We covered why having an estate plan is so critical, different types of trusts, variations in state laws, why estate planning is important for homeowners, and stories about high-profile individuals who hadn’t done proper estate planning.  This session is a must for anyone who wants to leave a legacy to their heirs rather than to the IRS! Get in touch with Rob:Robert E. Strauss, Esq.Weinstock Manion, A Law Corporation(310...2023-04-0156 minOn the MarkOn the MarkPersonal Finance | Life Insurance 101 with Dan Griepenberg CFP®Life insurance can be a very important tool to ensure that you don’t leave your loved ones with unmanageable expenses in the event of your passing.  Checkout this informative session co-hosted with Dan Griepenburg, CFP® where we cover the most critical life insurance topics including how to choose the righttype and amount of coverage, the differences between providers, best practices and how life insurance can be used as a creative tax shelter and investment vehicle.  Get in Touch with Dan:Dan Griepenburg, CFP®Wealth Management Advisor(732-896-6299...2023-04-0156 minOn the MarkOn the MarkPersonal Finance | Cost Segregation for Taxes with Kevin MillerReal estate investors benefit tremendously from the investor-friendly tax code that can help put money in your pocket tax-free.  This session focuses on Cost Segregation which is an IRS-compliant way to accelerate depreciation expenses you can use to offset taxable rental income. Our guest Kevin Miller from Veritax Advisors walks us through everything you need to know to take advantage of this highly beneficial strategy. Get in Touch with Kevin:Kevin MillerVeritax AdvisorsP:888.939.3309kevin.miller@veritaxadvisors.comConnect with Mark & Team 2023-04-0129 minOn the MarkOn the MarkPersonal Finance | Retirement Planning 101 with Rick NottRetirement planning can be overwhelming and many people simply rely on a company-sponsored 401k and hope it’s enough to service their needs during retirement. When should you start retirement planning and how much should you be putting away? Get those answers and other great information from one of our team’s expert advisors, Rick Nott from Lourd Murray. Get in touch with Rick:Rick NottSenior Wealth AdvisorLourd Murray P: (310)-651-2526rnott@lourdmurray.comhttps://lourdmurray.com/rick-nottConnect with Mark2023-04-0138 minOn the MarkOn the MarkPersonal Finance | Choosing the Right Financial Advisor with Scott Kahan CFP®We were joined by co-host Scott Kahan, CFP®, who is an award-winning Certified Financial Planner to discuss the different types of advisors, how each type is compensated, how to select one that meets your needs and how people who don’t have millions saved still need an advisor. Anyone who doesn’t yet have a financial advisor (or who wants to help others find one) should watch this session! Get in Touch with Scott:Scott m. Kahan, CFP®President & Senior Financial PlannerFinancial Asset Management Corporation P: (914...2023-03-1452 minOn the MarkOn the MarkReal Estate | Combating Higher Interest RatesThere’s no doubt we’re in a higher rate environment than we’ve experienced in decades – but did you know that there are tactics that both consumers and real estate professionals can use to overcome the challenges? In this session, Mark outlined several strategies to consider as well as the industry projections on where rates are likely headed in 2023 and beyond. Now may be one of the best times to buy despite the higher rates, so don’t miss it!Connect with Mark & Combat Higher Rates2023-03-1433 minOn the MarkOn the MarkOn the Mark Podcast TrailerComing Soon! Mark Maimon has closed in excess of $2 billion in total loan volume since entering the mortgage industry in 2002 and has been ranked among the top loan originators in the nation every year since 2006. He has been recognized as a “Power Originator” and “Hot 100 Mortgage Professional” by Mortgage Professional America magazine and regularly contributes to national publications, podcasts and trainings for top real estate firms and financial organizations. Mark’s bi-coastal team has a client roster that includes award-winning entertainers, professional athletes, high net worth individuals, real estate investors, first-time buyers and everything in between...2023-03-1300 min