Mortgage (Re)Financing w/ Drew Curtis

08/31/23 • 46 min

During this episode, we get to learn a ton about mortgage financing and re-financing from our guest, Drew Curtis, whose unique experience through the recent Nike Swoosh of interest rates can help us have deeper conversations about home ownership and debt repayment strategies.
To watch an additional 30 minutes of our conversation in the full video interview, consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com. As of this recording, for $549, you can also gain annual access to over 30 hours of educational video contact, including my 7-hour video course – How to Create a Comprehensive Financial Plan – plus all my downloadable templates and calculators!

Previous Episode

CFP® Experience Opportunities w/ Jackie Koski, CFP®, MSPFP, AFC®

During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.
Email the CFP Board: [email protected]

CFP Board YouTube Channel: YouTube.com

FPA Residency: FinancialPlanningAssociation.org

Externship + Amplified Planning CORE Program: AmplifiedPlanning.com

Next Episode

The Financial Planning Data Gathering Process

During this episode, I share my opinion about an often overlooked part of the financial planning process – data gathering, including examples of how I go beyond the numbers when reviewing financial documents.
If you want to download my data-gathering checklist, see how I review dozens of real financial documents and discover unique opportunities for deeper client conversations, consider becoming an official member of Measure Twice Planners – with access to my 7-hour video course that shares my entire financial planning process. MeasureTwicePlanners.com includes all the membership details.