Homes are one of the most valuable assets in a client’s financial ecosystem and mortgages are an area where financial planners can provide valuable insight and support, adding a ton of value along the way. This week, Jerry and Adam talk about down payments, lending ratios, PITI, PMI, VA mortgages, USDA mortgages, and much more.
“We P.I.T.I the fool” that misses this episode!
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
Adam Scherer, CFP®, MS is the Co-Director of Curriculum at the Boston Institute of Finance (BIF) and has over decade's worth of experience in the financial services industry.
Jerry Mee, CFP® is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.