Adam Coleman

Money and Mortgages Podcast

Education EN ↓ 56 episodes

Welcome to the 'Money and Mortgages Podcast,' your one-stop destination for insightful discussions on personal finance and mortgage planning. Join me and my guests as we unravel the complexities of managing your money, provide expert insights, and equip you with practical advice to navigate your financial journey. Whether you're struggling with debt, a seasoned investor, a first-time homebuyer, or simply eager to make informed decisions about your finances and mortgage, my podcast is here to guide you.

Be sure to visit the podcast's website and support the creator: adamcolemanmortgage.com

Author

Adam Coleman

Episodes

Financial Planning Strategies for Sales Executives (with Nic Nielsen, CFP®) 01.06.2023 29:32

Hear from Nic Nielsen, CFP®, co-founder of Know My Plan, on the unique challenges that face sales execs (and anyone else with variable income) have to face with their personal finances Follow for more interviews and tips! For more info on Nic and his company, check out his website: https://knowmyplan.com/ 00:00 Intro 00:40 Why the Sales Exec niche? 01:28 Unique challenges of sales execs 03:36 Nic&...

Navigating The Complexities of Divorce Finances (with John Duffy, CDFA®) 25.05.2023 23:37

Join my discussion with John Duffy, CDFA®, founder of Zen Divorce Solutions, on why it's so important to get a divorce-specific financial advisor involved in the process early and often. For more info on John and his company, check out his website: https://www.zendivorcesolutions.com/ Disclaimer: The information provided is for general informational purposes only and should not be construed as...

Mastering Retirement Planning: Tax Buckets and Financial Priorities (with Jorge Padilla, CFP®) 18.05.2023 24:03

Join my discussion with Jorge Padilla, CFP®, Senior Client Advisor with Meira Wealth, on tax-advantaged retirement planning strategies. Learn the secrets of diversifying contributions and withdrawals.—subscribe for more interviews and tips! For more info on Jorge and his firm check out their website: https://www.meirawealth.com/about-us Disclaimer: The information provided is for general informati...

Save Time, Money, and Stress: Insights from a Divorce Financial Analyst (with Steven Bryant, CDFA®) 13.05.2023 22:11

I sit down with Steven Bryant, founder of Divorce Synergy Solutions, to discuss how to make the divorce process easier and cheaper by getting the right team involved. For more info on Steven and his firm check out his website: http://synergydivorcesolutions.com/

Reverse Mortgages (with Dominique Henderson, CFP®) 05.05.2023 28:02

I sit down with Certified Financial Planner, Dominique Henderson, to chat about the pros and cons of reverse mortgages. For more info on Dominique visit: https://www.domhendersonsr.com/

Divorce Financial Planning (with Kelly Nilsson, CFP®, CDFA®) 28.04.2023 24:44

This episode I talk with Kelly Nilsson, founder of Brava Financial about the financial planning process specific to divorce situations and why it's important to build a strong divorce team, including a Certified Divorce Financial Analyst. Learn more about Kelly and how she might be able to help with all aspects of comprehensive financial planning, including divorce financial planning: https://...