Episode 58 - Rachel Nohlgren: Financial Planning and Mortgage Lending

Send us a text

Rachel Nohlgren, Private Wealth Advisor with Mustard Seed Advisors of Raymond James, joins David and Julie for a discussion of financial markets, treasury notes, mortgage rates, lending in general.

• How does Rachel see the state of the economy?
• What is the likelihood of seeing a recession on the horizon?
• Unemployment, the Federal Government, and Private Sector Cuts
• The Luxury Real Estate Market: Who is Buying?
• How Does Real Estate fit into a balanced portfolio?
• How do Financial Planners advise clients on Home Purchases
• How do they advise on Investment Properties 

Want to work with us? David Vann can be found here, and Julie Jones can be found here! Reach out! We're nice, and we'd love to hear from you!