The Fiscal Feminist

Are you thinking about buying a house in 2024? This episode is for you! Kimberlee talks with top performing mortgage broker Shawn Kaplan about the state of the real estate market and the most important pieces of information for prospective homebuyers this year. Shawn also shares tips for current homeowners and provides helpful context about interest rates, mortgages, and dealing with real estate in a divorce, breaking everything down into simple advice that even first-time homebuyers can understand.

Episode Recap:
  • Today we’re answering questions about the housing market with Shawn Kaplan (1:00)
  • What was your journey to becoming a top performing mortgage broker? (2:56)
  • Mortgage brokers vs. lenders: What’s the difference? (7:51)
  • Take this step first if you want to buy a house (10:14)
  • What trends are you seeing in the housing market today? (13:12)
  • Should you treat your primary residence like an investment? (17:30)
  • Is now a good time to buy? (20:26)
  • What do you do when interest rates go down? (23:59)
  • How to qualify for a mortgage (25:34)
  • Real estate tips when you’re getting divorced (33:28)
  • Home buying advice in 2024 (42:16)
  • Where to learn more from Shawn (45:15)

Resources:

Creators & Guests

Host
Kimberlee Davis
Kimberlee Davis is founder of the Fiscal Feminist and a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is also a Certified Divorce Financial Analyst.
Editor
Podcircle
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What is The Fiscal Feminist?

Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.