Renewing a mortgage is more than just re-signing with your existing lender. Today I sit down with Elan Weintraub to discuss everything related to mortgages and renewals. Treat it like a financial checkpoint that aligns with your career, family plans, and cash flow, not just a headline rate. We dig into the real levers you control, and uncover key questions you should ask: Why is a 30 year amortization often a good idea? Considerations for paying down the mortgage faster Why every 4% ra...
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Renewing a mortgage is more than just re-signing with your existing lender. Today I sit down with Elan Weintraub to discuss everything related to mortgages and renewals. Treat it like a financial checkpoint that aligns with your career, family plans, and cash flow, not just a headline rate. We dig into the real levers you control, and uncover key questions you should ask: Why is a 30 year amortization often a good idea? Considerations for paying down the mortgage faster Why every 4% ra...
Ep #91 - Dissecting Immediate Financing Arrangements (IFAs) with Promod & Jeevan Sharma
beyond MD with Dr. Yatin Chadha
57 minutes
5 months ago
Ep #91 - Dissecting Immediate Financing Arrangements (IFAs) with Promod & Jeevan Sharma
Today I welcome Promod Sharma & Jeevan Sharma to the show to discuss the immediate financing arrangement (IFA). Promod (actuary) & Jeevan (CFP) specialize in helping high-net-worth individuals & tackling their unique situations beyond basic insurance coverage. Discussion Points: What is an IFA? (2:17) Whole life (WL) vs Universal life (UL) - which is more suitable for an IFA? (3:41) What is the cash surrender value (CSW)? (7:35) How can policies be structured to allow for ...
beyond MD with Dr. Yatin Chadha
Renewing a mortgage is more than just re-signing with your existing lender. Today I sit down with Elan Weintraub to discuss everything related to mortgages and renewals. Treat it like a financial checkpoint that aligns with your career, family plans, and cash flow, not just a headline rate. We dig into the real levers you control, and uncover key questions you should ask: Why is a 30 year amortization often a good idea? Considerations for paying down the mortgage faster Why every 4% ra...
