I talk with David Wanja, Certified Financial Planner™, about the concept of "Reverse Budgeting" which is the idea of paying yourself first through automated savings.
My guest host is Kelly Myers, a Certified Divorce Coach, Mediator, and founder of First Steps Divorce asks me all about the role of a Certified Divorce Lending Professional®.
I sit down with Myles Zueger, Certified Financial Planner™ with Adams Wealth Partners, to discuss their firm's innovative approach to retirement, encapsulated in their slogan 'Retire While You Work'
I'm joined by Bill Nugent, Certified Financial Planner™ and founder of Convey Wealth Management, to unravel the complexities of Roth conversions and the various things to keep in mind when considering them.
I am joined by Sarah Cuddy, a Certified Financial Planner, as we delve into crucial considerations for potential and existing homeowners, such as determining how much house one can afford, understanding housing ratios, and the importance of budgeting for maintenance and unforeseen expenses
I talk with Austin Coley, Certified Financial Planner from McCollin Associates, and we discuss the importance and methods of incorporating charitable giving into financial plans, specifically with the use of donor-advised funds.
I sit down with Betsy Hutchins, the founder of Forward Financial Planning to discuss financial advisor compensation structures
I interview Jim Crider, founder of Intentional Living Financial Planning, about the potentials and drawbacks of integrating Bitcoin and other cryptocurrencies into financial portfolios.
I talk with Kevin Lao, with Imagine Financial Security, about a financial planners perspective on real estate investing including his our journey into rental properties
I sit down with Joe Doerrer, with Mezzasalma Advisors and talk all about backdoor Roth IRA contributions (tax implications, pitfalls, step-by-step guide, etc)
Branch Manager / Senior Mortgage Planner
Certified Divorce Lending Professional®
NMLS# 181698
800 Westmere Ave Suite 300, Charlotte, NC 28208
Copyright © 2023 Adam Coleman NMLS 181698 - All Rights Reserved. 2023 Loan Pronto, Inc (NMLS 1661781). All information contained herein is for informational purposes only and, while every effort has been made to ensure accuracy, no guarantee is expressed or implied. Any programs shown do not demonstrate all options or pricing structures. Rates, terms, programs and underwriting policies subject to change without notice. This is not an offer to extend credit or a commitment to lend. All loans subject to underwriting approval. Some products may not be available in all states and restrictions apply. Equal Housing Opportunity. Licensing Information
I am not a financial advisor, portfolio manager, accountant, or lawyer. This is not financial advice, investing advice, tax advice, or legal advice. The information is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns. Nothing herein shall be used as a substitute for the advice of a competent financial planner, tax expert, or attorney.