ABOUT THIS PODCAST 🔗
Most people are lacking sound financial advice that is delivered in a way that is easy to understand. Here, we’ll interview top industry professionals from across the country on topics related to personal finance & real estate to help you learn how to build and protect wealth and effectively pass it on to future generations. Led by Mark Maimon, an avid “side hustle” real estate investor & 20-year mortgage industry veteran with over $2 billion in funding. For more information or compliance & licensing please markmaimon.com
Luminate Bank NMLS #1281698 Equal Housing Lender. Member FDIC.
Luminate Bank NMLS #1281698 Equal Housing Lender. Member FDIC.
Hosts:
Update frequency:
every 20 hours
Average audio length:
40 minutes
Guest interviews
Has sponsors
English
United States
61 episodes
since March 13, 2023
episodic
LATEST EPISODE 🔗
In this episode of the On The Mark Financial Forum, Mark Maimon interviews Lynn Lambrecht, founder of The Living Planner. Lynn shares her journey from a career in aviation to becoming a proactive planner for families, emphasizing the importance of preparing for life's uncertainties. The conversatio…
PREVIOUS EPISODES 🔗
In this episode of the On The Mark Financial Forum, Mark Maimon interviews Debbi DiMaggio, a seasoned real estate professional specializing in senior services. They discuss the unique challenges seniors face when selling their homes and transitioning to new living arrangements. Debbi shares her ins…
In this conversation, Mark Maimon and Seb Frey discusse the various financing options available for seniors, particularly focusing on reverse mortgages and alternatives like HELOCs. He emphasizes the importance of financial planning and having a dedicated team of professionals to navigate the compl…
In this episode, Mark Maimon interviews Sara Zeff Geber, an expert on solo aging. They discuss the challenges faced by individuals aging without family support, the importance of community, and the financial and estate planning necessary for solo agers. Sara shares insights from her book, 'Essentia…
In this episode, Richard Wexler discusses the critical need for awareness and planning in aging and care. He emphasizes the importance of having comprehensive conversations within families about aging, the financial implications of care, and the resources available to assist families in navigating …
In 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 …
In 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 s…
In 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 pa…
In 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 plan…
In 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 challe…
Disclaimer: The podcast and artwork embedded on this page are from Mark Maimon (NMLS# 3550), which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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