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Juli Doyle on Real Estate Investments for Building Generational Wealth
Manage episode 443827727 series 3597572
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🙌 Welcome to Timeless Vitality with Amber Stitt and Kate Beck.
🏡 In today's episode, we're diving deep into the holistic world of mortgage planning and real estate investment.
🏠 Our special guest, Juli Doyle, brings her 26 years of expertise in residential mortgage lending, offering invaluable insights on integrating your home into early retirement planning, the benefits of real estate investment, and crafting a mortgage strategy aligned with your financial goals.
🔹 Episode Topics:
- Integrating Home into Early Retirement Planning
- : Start home discussions in your 20s or 30s.
- Real Estate Investment
- : Why to invest now instead of waiting for a market dip.
- Generational Wealth
- : Housing's impact across demographics.
- Long-term Success
- : Aligning financial, mortgage plans and individual goals.
- Assisted Living & Aging in Place
- : Options for seniors to stay in upgraded homes with assistance.
- Right Sizing vs. Downsizing
- : Choosing homes that maintain activity and quality of life.
- Investment Properties
- : Side gig opportunities with REITs, single-family homes, VRBOs, and long-term rentals.
- Holistic Financial Planning
- : Integrating real estate into comprehensive financial strategies.
- Legacy Planning
- : Ensuring timeless vitality through controlled adaptability.
- Multi-Generational Planning
- : Encouraging proactive conversations between parents and children.
🔹 Connect with Juli Doyle:
- : TeamDoyle@fairwaymc.com
- Phone
- : 480-206-8742 (textable)
- Social Media
- : Search "Team Doyle, Fairway Mortgage" on Facebook, Instagram, TikTok, and YouTube.
📌 Listener Takeaways:
- Education and fact-based decisions for stress-free home buying.
- Benefits of up-front mortgage planning for long-term financial stability.
- Real-life client stories to illustrate strategic planning benefits.
- Building trust with advisors and fostering open financial dialogue.
- Encouragement to set audacious goals and create communities of trust.
🎧 Listen, Learn, & Thrive: Empower yourself to thrive beyond 100 years with purpose and resilience. Join Kate Beck, Amber Stitt, and Juli Doyle for an inspiring episode that will transform how you view your financial and real estate future.
📽️ To watch this podcast on YouTube: https://youtu.be/DDk8LsNZsSA
🔔 Subscribe for More: If you enjoyed this episode, hit the like button, share with your friends, and subscribe to our channel for more inspiring stories and vital financial advice!
#TimelessVitalityPodcast #AmberStitt #KateBeck #JuliDoyle #TeamDoyle #FinancialPlanning #RealEstateInvestment #GenerationalWealth #MortgagePlanning #RetirementPlanning #PathwaysWithAmberStitt
👋 Thanks for tuning in, and don't forget to comment below with your thoughts and questions! 🌟
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