On the Mark

Mark is joined by Mark Salerno CFP® of Wealth Edge to discuss the Financial Advisor's perspective and personal stories around investment real estate as a side hustle. (Part 2 of 6 in a bonus series)

Most consumers feel that now is not an ideal time to buy, but that may actually be completely incorrect!  In this session we analyze what buyers had to give up during the buying craze over the past 2 years and how high they had to bid to get an accepted offer – and then compared it to current market conditions to determine that now may be the best time to buy.  Mark and longtime co-worker Gabi Feu...

This session covers the various components of estate planning, co-hosted with Robert Strauss, Esq. – estate planning attorney to the stars!  We covered why having an estate plan is so critical, different types of trusts, variations in state laws, why estate planning is important for homeowners, and stories about high-profile individuals who hadn’t done proper estate planning.  This session is a mu...

Life insurance can be a very important tool to ensure that you don’t leave your loved ones with unmanageable expenses in the event of your passing.  Checkout this informative session co-hosted with Dan Griepenburg, CFP® where we cover the most critical life insurance topics including how to choose the righttype and amount of coverage, the differences between providers, best practices and how life...

Real estate investors benefit tremendously from the investor-friendly tax code that can help put money in your pocket tax-free.  This session focuses on Cost Segregation which is an IRS-compliant way to accelerate depreciation expenses you can use to offset taxable rental income. Our guest Kevin Miller from Veritax Advisors walks us through everything you need to know to take advantage of this hig...

Retirement planning can be overwhelming and many people simply rely on a company-sponsored 401k and hope it’s enough to service their needs during retirement. When should you start retirement planning and how much should you be putting away? Get those answers and other great information from one of our team’s expert advisors, Rick Nott from Lourd Murray. Get in touch with Rick: Rick Nott Senior We...

We were joined by co-host Scott Kahan,  CFP® , who is an award-winning Certified Financial Planner to discuss the different types of advisors, how each type is compensated, how to select one that meets your needs and how people who don’t have millions saved still need an advisor. Anyone who doesn’t yet have a financial advisor (or who wants to help others find one) should watch this session! Get i...

There’s no doubt we’re in a higher rate environment than we’ve experienced in decades – but did you know that there are tactics that both consumers and real estate professionals can use to overcome the challenges? In this session, Mark outlined several strategies to consider as well as the industry projections on where rates are likely headed in 2023 and beyond. Now may be one of the best times to...

Coming Soon! Mark Maimon has closed in excess of $2 billion in total loan volume since entering the mortgage industry in 2002 and has been ranked among the top loan originators in the nation every year since 2006. He has been recognized as a “Power Originator” and “Hot 100 Mortgage Professional” by Mortgage Professional America magazine and regularly contributes to national publications, podcasts...