Chicago Real Estate Perspective

Interview with CFP Ed Gjertsen: Real Estate & Overall Financial Health

Episode Summary

In this episode, Dave and Ed discuss: Why you should consult a financial professional when buying a home. Active engagement on behalf of your clients. Areas homeowners might overlook when purchasing real estate. Real estate investing. Key Takeaways: Your financial advisor can give you guidance, but, ultimately, it is your decision. They are the coach to your decision-making quarterback. Most people are misaligned between their estate documents and the title of their homes. Every client and every home are unique. Working with a financial advisor can assist with helping make the decision of what will work well in the long term, rather than the here and now. Get the HELOC on your home before you retire. It gives you an additional tool in the toolbox and is easier to get before retirement when you no longer have a direct income source. "The better we know you financially, the better we can guide you." —  Ed Gjertsen Connect with Ed Gjertsen: Website: https://engagewealthgroup.com/ LinkedIn: https://www.linkedin.com/in/edgjertsenii/ Twitter: https://twitter.com/EdGjertsenII Connect with Dave Nimick: Website: https://thenimickteam.com/ Email: dave@thenimickteam.com LinkedIn: https://www.linkedin.com/in/davenimick/ Facebook: https://www.facebook.com/thenimickteam Dave Nimick is owner of The Nimick Team, Inc. with Keller Williams Realty Show notes by Podcastologist: Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Episode Notes

In this episode, Dave and Ed discuss:

• Why you should consult a financial professional when buying a home. 
• Active engagement on behalf of your clients. 
• Areas homeowners might overlook when purchasing real estate. 
• Real estate investing. 

Key Takeaways:

• Your financial advisor can give you guidance, but, ultimately, it is your decision. They are the coach to your decision-making quarterback. 
• Most people are misaligned between their estate documents and the title of their homes. 
• Every client and every home are unique. Working with a financial advisor can assist with helping make the decision of what will work well in the long term, rather than the here and now. 
• Get the HELOC on your home before you retire. It gives you an additional tool in the toolbox and is easier to get before retirement when you no longer have a direct income source. 

"The better we know you financially, the better we can guide you." —  Ed Gjertsen

Connect with Ed Gjertsen:

Website: https://engagewealthgroup.com/

LinkedIn: https://www.linkedin.com/in/edgjertsenii/

Twitter: https://twitter.com/EdGjertsenII

Connect with Dave Nimick:

Website: https://thenimickteam.com/

Email: dave@thenimickteam.com

LinkedIn: https://www.linkedin.com/in/davenimick/

Facebook: https://www.facebook.com/thenimickteam

Dave Nimick is owner of The Nimick Team, Inc. with Keller Williams Realty

Show notes by Podcastologist: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.