Need a quick fix of Tracy and Jeff. Here's some of the most important concepts we've presented in the show (and some of the funniest moments).

New episodes coming very soon. For now, enjoy The Plan highlight reel! 

Product vs. Process... 

The difference between shopping for a rate quote and planning an effective mortgage strategy is tremendous. In this episode, Tracy and Jeff discuss how a definite process will save you time, money and hours on the phone with loan-product pushers.

Don't settle for anything less than mortgage planning!

What was the Wall Street Journal's advice on how to shop for a mortage? Turns out, it has nothing to do with the 26 criteria every loan officer needs to quote an accurate rate. Learn what the criteria are. This episode is part one of two where we explore the difference between shopping for a loan and developing a mortgage plan.

Get a great rate on the wrong mortgage! Tracy and Jeff explain the critical difference between getting a mortgage you qualify for and getting a mortgage that's actually a fit for your financial goals. In order to know that it helps to understand "long-term cost" and "opportunity cost" not just closing costs and interest rate. 

Married couples agree... to disagree! Find out how most couples fare in a survey on retirement planning and what you can do to help prevent it from happening to you. 

<a href="http://odeo.com/claim/feed/2c46396dc1922476">My Odeo Channel</a> (odeo/2c46396dc1922476)

A look at the mortgage and financial headlines served Plan side up. Our version of the lightning round!

 

In this episode Tracy and Jeff introduce a few basic concepts of mortgage planning and why building a Wealth Managment Team is essential even for familes who don't consider themselves 'wealthy'. Then an interview with surf-bum/tax-whiz Tom "Turbo" the Tax Man.

 

 

The Plan is almost ready to upload. Check out the introduction.