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Episode 21 - Brokers, The Unsung Mortgage Heroes with Luke & Caitlin From Umbrella Creative
Manage episode 454392661 series 3622316
Innhold levert av Dion Fernandes. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dion Fernandes eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this 40-minute episode of Finance This, Property That, host Dion Fernandes welcomes Luke and Caitlin from Umbrella Creative to share their inspiring story of transitioning from struggling renters to thriving business owners and homeowners. They explore the unique challenges self-employed individuals face when seeking a mortgage, the myths surrounding bank policies, and how working with the right broker can make all the difference.
Packed with practical advice, this episode is a must-listen for entrepreneurs navigating the intersection of business and property ownership.
Episode Breakdown:
[0:00 - 3:30] Introduction:
- Dion introduces Luke and Caitlin and sets up the topic: securing a mortgage while self-employed.
- Banter about the episode’s lighter moments and holiday-themed vibes.
[3:31 - 12:00] Starting Umbrella Creative:
- Luke and Caitlin share their leap into self-employment right after starting a family.
- The challenges of leaving secure jobs to follow their entrepreneurial ambitions.
[12:01 - 20:00] Facing the Mortgage Barrier:
- Struggles of obtaining a mortgage as self-employed individuals.
- Their initial rejection from a bank and the pivotal referral to a mortgage broker.
- How working with a broker opened doors to homeownership.
[20:01 - 30:00] Lessons in Building Wealth:
- Reflecting on the equity growth in their property over 12 years.
- Why proper financial organization and having expert guidance is essential.
- Busting myths about brokers and self-employed loan options.
[30:01 - 40:00] Actionable Takeaways and Wrap-Up:
- Importance of proactive financial planning and building a trusted professional network.
- Dion’s advice: be organized, collaborate with specialists, and focus on long-term goals.
- Fun outro featuring a poll for Dion’s potential Santa-themed holiday message.
Duration: ~40 minutes
This episode is perfect for self-employed professionals and aspiring homeowners seeking actionable insights and an inspiring success story. Don't miss out!
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