Physician Wealth Meds

KEY MORTGAGE LENDING POINTS FOR PHYSICIANS

February 27, 2023 Kevin Sullivan / Wealth Advisor - Host Season 1 Episode 1
KEY MORTGAGE LENDING POINTS FOR PHYSICIANS
Physician Wealth Meds
More Info
Physician Wealth Meds
KEY MORTGAGE LENDING POINTS FOR PHYSICIANS
Feb 27, 2023 Season 1 Episode 1
Kevin Sullivan / Wealth Advisor - Host

Our guest on this podcast is Steve Furdock of Rocket Mortgage.  He has over 10,000 closings and specializes in helping physicians and other businessowners with complex issues to secure their dream homes and other real estate assets.

In this episode we discuss:
1.  What are Physician Mortgage loans?
2.  What does "Marry the home and date the rate mean?"
3.  Is the lowest interest rate the best rate?
4.  Are you buying a steppingstone home or a forever home?
5.   How transparent should you be with your financials to the lender?
6.   Is 20% down the only option?

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
Contact: 716-970-4448

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Show Notes

Our guest on this podcast is Steve Furdock of Rocket Mortgage.  He has over 10,000 closings and specializes in helping physicians and other businessowners with complex issues to secure their dream homes and other real estate assets.

In this episode we discuss:
1.  What are Physician Mortgage loans?
2.  What does "Marry the home and date the rate mean?"
3.  Is the lowest interest rate the best rate?
4.  Are you buying a steppingstone home or a forever home?
5.   How transparent should you be with your financials to the lender?
6.   Is 20% down the only option?

PODCAST INFO

Kevin R Sullivan, AIF® - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901

Email: kdsullivan@lpl.com
Contact: 716-970-4448

Got questions?
Click here for a complimentary discussion or virtual meeting.

For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.