-
サマリー
あらすじ・解説
In this episode Dan and Jim talk to John Donlon owner of GoldCoast Mortgage about the current interest rate environment and whether or not now is still a good time to buy a home.
About our Guest:
John Donlon founded GoldCoast Mortgage in Beverly, MA way back in 1999. Since then he has helped thousands of individuals navigate the complex and sometimes anxiety inducing process of buying a home and obtaining a mortgage. He is a selfless resources to countless people on a regular basis who want to talk about their situation and educate themselves about the process of applying for a loan. Whether or not they are a first time home buyer or seasoned real estate investor. John is a problem solver, for those in a tough situation when a mortgage refinance or cash out might be a solution. He welcomes any opportunity to connect and chat. Links: GoldCoast Mortgage Case-Shiller US National Home Price Index
Daniel James
Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO.
James V. Grace
Jim Grace is the Director of Wealth Management at Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. Jim has more than a decade of experience in the financial services industry and currently leads Silver Pine’s financial planning and wealth management service offering. He is responsible for ensuring that the firm's clients are properly planning and have access to any and all resources and guidance available inside and outside of the organization when faced with making important financial decisions. He is married, is father to two young children and the son of two aging parents, and faces many of the same financial challenges that his clients and listeners do every day.
Stay Connected:
Daniel James
LinkedIn: Daniel James
Founder: CanopyLife
James V. Grace
LinkedIn: James Grace
Director of Wealth Management, SilverPine Capital
The Financially Mindful Podcast
Itunes: The Financially Mindful Podcast
Spotify: The Financially Mindful Podcast
Subscribe to our podcast + download each episode on Apple Podcasts and Spotify.
This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)