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Physician Financial Success Podcast: Michael Zhuang – MZ Capital

Posted on Aug 14, 2018 in Physician Financial Success

Tune in to hear as Josh talks to Michael Zhuang about Physician finance and learn:

  • Hurdles physicians face when it comes to getting rich.
  • Process for wealth management.
  • How to find a financial adviser that truly has your best interests in mind.

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How to Solve the Annoyingly Low Real Estate Inventory Problem & Build the Home of Your Dreams

Posted on Aug 3, 2018 in Existing Home Construction

How to Solve the Annoyingly Low Real Estate Inventory Problem & Build the Home of Your Dreams (Why an Existing-Home Construction Loan is the Answer)

If you’re like many clients I speak with, your family may be ready for a home that better fits your needs. 

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The Behind the Scenes of how Mortgage Lenders , Brokers, and Realtors get Paid – What you Don’t Know Might Surprise You! 

Posted on Jul 25, 2018 in Financing, Housing, Mortgage, Real Estate

If you are like many of the clients we work with, you’re likely unclear how mortgage and real estate professionals are paid.  You might even assume that because you are a doctor, the eyes get big and the real estate or mortgage person you are working with only sees dollar signs,

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This Real Estate Bubble – Likely Isn’t a Bubble

Posted on Jul 11, 2018 in Doctor Mortgage, Family, Financing

This Real Estate Bubble – Likely Isn’t a Bubble: 11 Data-Driven Reasons Why You Should Buy Your Dream Home Immediately

Earlier this year I sat as an attendee at the WCI conference, also known as the Physician Wellness and Financial Literacy Conference in Park City,

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Americans Sitting on Trillions of Tappable Equity

Posted on Jul 9, 2018 in Financing, News

Like many of our clients, you are likely sitting on a substantial amount of equity in your home after the last few years of near record appreciation.  Maybe you’re asking yourself if there is a way to tap that equity and use it in a more economically productive way (more on that below). 

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Can I Use My Home Equity for a Down Payment?

Posted on Jun 13, 2018 in Financing, Homepage, Mortgage

“Can you use a home equity line of credit as a down payment to purchase a new home or a new investment property?” That’s a question we get all the time, and the simple answer is yes. That is absolutely an allowable source of funds.

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