Optimal Blue’s Post

In our latest episode of the "Taking Stock: After The Bell" podcast, Jonathan Raymond CFA and James Hughes were joined by Tom Slater and Claire Shaw, Manager and Portfolio Director of Scottish Mortgage Investment Trust PLC UK. In this episode we dive into the history of the Trust and its evolution to now being one of the world's pre-eminent investors in high growth businesses, and how their history, longevity and patience provides the key to their continued success. Watch now: https://bit.ly/4aTxubF #QuilterCheviot Capital at risk.

Fascinating 15 min podcast addressing inherited wealth and the responsibilities you didn’t see coming. https://lnkd.in/ezNYQMKU Merryn Somerset-Webb (Bloomberg, FT columnist and former MoneyWeek Editor) talks about how to preserve inherited wealth, whether to pay off your mortgage or invest, Active vs Passive investment strategies, tax-efficient accounts, and what time horizons to consider. Crucially, they discuss how to navigate “The Great Wealth Transfer” - Vanguard estimate that $18.3tn will be transferred globally by 2030. Released today and well worth a listen. See also our webpage explaining what to do if you inherit unexpectedly and three things to do first: https://lnkd.in/eDXpUpvN #investing #thegreatwealthtransfer #inheritance #wealth #merryntalksmoney #merrytalksyourmoney #merrynsomersetwebb #greatwealthtransfer #activemanagement #passiveinvesting #wealthmanagement #financecoach

In this episode, we continue our conversation with Emily Cortright and Adam Roberts, dynamic partners in both life and business. They are the co-founders of A&E Investments, a company dedicated to helping people grow their wealth through real estate and mortgage note investing. Learn: ✅How to successfully work with your spouse in business without stepping on each other's toes. ✅The importance of defining roles and responsibilities for effective teamwork. ✅Insights into the often-overlooked world of mortgage note investing and how it can diversify your portfolio. ✅Practical tips on managing and growing your investments even in a challenging market. ✅The significance of diversifying your investment portfolio for long-term financial stability. 📅 Tune In: Now at 10:30 AM on WJNI 106.3 FM 📌Monday at 11 AM on different podcast channels 📌Live streaming on our social media accounts 📌https://lnkd.in/dfWRahr9 to hear their incredible story, gain valuable knowledge, and get inspired to take your own investment strategies to the next level! 🌟 #ExitStrategiesRadioShow #RealEstateInvesting #FinancialLiteracy #WealthBuilding #PodcastEpisode #InvestmentJourney #MultifamilyInvesting #InvestingTips #PropertyManagement #RealEstateSuccess #EntrepreneurLife #FinancialLiteracy #PassiveIncome #BusinessGrowth #RealEstateInvestors #MoneyManagement #InvestmentStrategy

Are you tired of the same old investment options with modest returns? CDs, IRAs, and the stock market got you down? 💸 Let’s shake things up! In the latest episode of In The Know, Larry Hoffman dives into the fascinating world of mortgage note investing—a strategy that could transform how you think about growing your wealth. Imagine earning interest like a bank, securing your investments with real estate, and enjoying steady passive income without the hassle of midnight maintenance calls. Sounds too good to be true? Think again. Here’s what you’ll learn: ✅ What mortgage notes are and why they’re gaining traction among savvy investors. ✅ How they stack up against IRAs and CDs for higher returns and diversification. ✅ The risks (yes, they exist!) and how to manage them like a pro. No fluff, no jargon—just practical insights and actionable advice to help you make smarter investment decisions. 🎧 Tune in now wherever you get your podcasts and get ready to take control of your financial future. 👉 Got questions about mortgage notes or alternative investments? Drop them in the comments or visit InTheKnowPodcast.com. It’s time to rethink what’s possible. Let’s get started! 🚀 Any question please feel free to reachout: ☎️ 513-301-1468 🌐 http://LJHInvestments.com 🗓 https://lnkd.in/eVw9kkpE

Today's podcast includes an excerpt of an interview with Bank of Oklahoma's Christopher Maloney on all things capital markets, from prepayment speeds to the actions of the Fed #chrismancommentary #mortgagenews

💡 How can you learn more about mortgage note investing? 💡 At 7e Investments, we provide a range of educational resources designed to empower investors: ✔️ Webinars packed with actionable insights ✔️ Real-world case studies for hands-on learning ✔️ Creating Wealth Simplified Podcast ✔️ Personalized one-on-one consultations Our team is dedicated to equipping you with the knowledge and tools to succeed in mortgage note investing. Start your journey today 👉 https://7einvestments.com #7eInvestments #MortgageNoteInvesting #FinancialEducation #PassiveIncome #RealEstateInvesting

On this week's TreppWire Podcast, we discussed the Fed rate cut and what it means for CRE markets. Here's an excerpt of my take: The important takeaway of this week's Fed decision when looking at commercial real estate is defining where the "winners and losers" will be in the market. The winners will be the short-term floaters, any debt that is floating rate, will get some relief. The massive revision in the SEP was very reassuring to borrowers who are stuck with either very high floating rate debt or some expensive rate caps to renew. This will be where the majority of the relief is. If you look at the pricing implications of a 50 bps rate cut on residential home mortgages or CRE loans, it's de minimis on a fixed-rate, longer-term mortgage. So, while those costs may come down, this is a win for the floating-rate side of the market and for the fixed-rate side, we may need more progress. Check out the full episode for the full discussion: https://hubs.li/Q02QzKML0

🎙️ Exciting news! Our very own Arjun Saraf, CPA, CA, EMD, recently joined Yatin Chadha on their podcast to dive deep into the world of mortgage investment corporations (MICs). In this episode, they explore the risks and rewards of this alternative investment strategy, offering valuable insights for both seasoned and new investors. If you’re looking to broaden your understanding of MICs and make informed investment decisions, this is a must-listen! Catch the full episode and learn how to navigate the complexities of private mortgage funds here: https://lnkd.in/gDhJTtsU #AlternativeLender #InvestmentInsights #MICs

New episode for the long weekend! Over the last 2 years, I came across many articles on tough times for mortgage investment corporations/MICs (private mortgage funds). This prompted me to revisit this topic on my podcast. A big thank you to Arjun Saraf, CPA, CA, EMD for making this possible. Too often, I see investors chasing yields & believing in guarantees. This is a recipe for disaster. Instead, I encourage everyone to chase a complete understanding of every investment you make. Understand the risks & cons in addition to the benefits. I hope this episode helps others to better understand this alternative investment strategy. I'll post a link in the comments. PS: If you invest in a MIC, how has your experience been? #beyondmd #mortgageinvestmentcorporations #alternativeinvestments

"...we've got a rates war going off in the market..." 🥊 This week on NRG Insights, I'm joined by Brad Rhodes from Pepper Money UK. This episode is aptly named: OPTIMISM IN THE MARKET In the full pod, we chat about our predictions for the rest of the year, what's been happening so far and compare it to 2023. Brad's military history and experience in the lending market make for a unique take on what's to come. This episode also includes: 👉 The impact of recent market changes on mortgage rates. 👉 How to keep your clients well-informed and prepared. 👉 The importance of diversifying your advisory services. If you're looking ahead to Q2, 3, and 4 with optimism, then this is episode for you. 🎧 Dive into the episode for a masterclass on staying ahead in lending. LINK IN COMMENTS #mortgagebroker #financepodcast #BradRhodes #PepperMoney #mortgagemarket #financialservices #leadership #adaptation #resilience