Tag: 401(k)

FEATURE
Mortgage Mastery: Navigating Interest Rates With Russ Nash (Ep.19)

Mortgage Mastery: Navigating Interest Rates With Russ Nash (Ep.19)

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Looking to explore how mortgage interest rates impact your home-buying decisions? 

Join David Koren as he and Russ Nash from George Mason Mortgage share valuable insights on navigating mortgage interest rates for primary, vacation, and investment properties. Gain a deeper understanding of construction loans, refinancing strategies, and how to optimize your home-buying decisions.

David & Russ discuss: 

  • Mortgage interest rates
  • Refinancing strategies
  • Investment properties
  • Construction loans
  • Asset depletion 
  • And more

Resources:

Connect with David Koren: 

Connect with Russ Nash:

About our Guest: 

Russell Nash has been working in the mortgage field for the last 25 years and is currently a branch manager at George Mason Mortgage, LLC NMLS #327463. Whether you’re moving into your first home, moving up to something bigger, building, renovating, or refinancing your current mortgage, he prides himself on being able to help you build a brighter future. He is committed to providing clients with prompt and transparent communication, excellent customer service, competitive rates, programs and fees, and service even after settlement.

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FEATURE
Retirement Investing 101 with Michael P. Smith (Ep. 9)

Retirement Investing 101 with Michael P. Smith (Ep. 9)

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Stressed about planning for your retirement? 

You’re not alone.

Join host David Koren and his fellow colleague Michael P. Smith as they share actionable investment and retirement strategies designed to ease your anxieties. Together they break down investing options, how to navigate your time horizon, and the importance of different revenue streams.

Throughout the episode, David and Michael cover:

  • Why having a clear vision for your retirement is a necessity
  • How you can best maximize your 401(k) for your retirement
  • The pros and cons of loaning versus owning 
  • How to measure your risk tolerance against your risk capacity
  • And more!

Resources:

Connect with David Koren: 

Connect with Michael P. Smith:

About Our Guest: 

Michael P. Smith is a Certified Financial Planner with over 20 years of experience and a Portfolio Manager at RVA Wealth Management. Starting his career on the Boston Stock Exchange, Mike is a professional in turning retirement worries into well-laid plans. He’s not just a financial guide but a guardian of your future, adhering to the highest ethical standards. With RVA Wealth Management, Mike is all about active communication and customized investment strategies. Off the clock, he’s a family man and community leader, deeply rooted in sports and local organizations. 

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