San Diego Home Buyer Alert: Does Your Plan 'A' Need a Plan 'B' in 2023 | 2024?

In this video I offer suggestions on what might be a great idea for those invested in the stock market, are seeing horrible returns, are tired of the up and down roller coaster, and want to take advantage of incredibly low interest rates.

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Before I go on, a client with a great job, good income, and putting some money in stocks today, as well as their 401(k) for later contacted me, was frustrated, and wanted a second opinion.

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(And, I am not licensed to deliver pizza, amputate your pinky, offer complicated tax advice, or fly to the moon, just sage observations after seeing hundreds and hundreds of different scenarios...)

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If you are finding value from this video, I would really appreciate if you could smash that like button, subscribe to get more hard hitting videos just like this, and tap that notification bell so you know when a new video comes out.

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Here's their overall scenario:

They were "playing" the stock market and always seemed to choose the wrong stock and have been down for several years (even though the news says stocks are at all time highs.)

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They are invested in their companies 401(k) but with such limited options available it has barely moved past 0.07% return for years.

They have credit card debt over $30,000 at 27.99%

They rent a 3 bedroom/2 bathroom home for $3500 per month

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(In the video I go over some ideas and suggestions they might want to think about, go over, and run by their significant other.

And, here's the steps they decided to take after I recommended them:

Get your latest statement and check your returns

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On your statement is a phone number to the company - give them a call and see if taking out money is possible

Ask them what the fees are, the terms of the loan, how its paid back, and how quickly you get the money

Wire the money to your bank account, get a copy of your terms from them, apply for your mortgage loan.

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Once you know your loan, and terms, search for real estate

What do you think?

I would love to help assist you with your home purchase, home sale, or home loan - please feel free to give me a call, text, or use the form below. 

Your Plan B Insider, 


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