In this episode, host Belle Osvath, CFP®, interviews Rob Heltzel a 40-year veteran of the mortgage industry. He discusses the current real estate market, what he has seen in the past few years and what is on the horizon. Rob highlights how planners can help clients as they navigate this new higher interest rate environment.
Rob and his team can be contacted via his website: www.teamheltzel.com
FPA NCA News & Events: fpanca.org
Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
Smarter Planner Podcast