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The Fiscal Feminist
Kimberlee A. Davis
77 episodes
2 weeks ago
Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.
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All content for The Fiscal Feminist is the property of Kimberlee A. Davis and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.
Show more...
Investing
Business,
Society & Culture,
Relationships
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76. The State of the Real Estate Market in 2024 with Shawn Kaplan
The Fiscal Feminist
48 minutes
1 year ago
76. The State of the Real Estate Market in 2024 with Shawn Kaplan

Are you thinking about buying a house in 2024? This episode is for you! Kimberlee talks with top performing mortgage broker Shawn Kaplan about the state of the real estate market and the most important pieces of information for prospective homebuyers this year. Shawn also shares tips for current homeowners and provides helpful context about interest rates, mortgages, and dealing with real estate in a divorce, breaking everything down into simple advice that even first-time homebuyers can understand.

Episode Recap:

  • Today we’re answering questions about the housing market with Shawn Kaplan (1:00)
  • What was your journey to becoming a top performing mortgage broker? (2:56)
  • Mortgage brokers vs. lenders: What’s the difference? (7:51)
  • Take this step first if you want to buy a house (10:14)
  • What trends are you seeing in the housing market today? (13:12)
  • Should you treat your primary residence like an investment? (17:30)
  • Is now a good time to buy? (20:26)
  • What do you do when interest rates go down? (23:59)
  • How to qualify for a mortgage (25:34)
  • Real estate tips when you’re getting divorced (33:28)
  • Home buying advice in 2024 (42:16)
  • Where to learn more from Shawn (45:15)


Resources:

  • Find every episode of The Fiscal Feminist podcast
  • Watch The Fiscal Feminist episodes on YouTube
  • Sign up to join Kimberlee on the podcast
  • “The Fiscal Feminist” book
  • Visit Shawn’s website
  • Follow Shawn on Instagram, LinkedIn, YouTube, and Facebook
The Fiscal Feminist
Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.