Discovering the perfect home marks merely the initial hurdle on your path to selecting the ideal place to build your life. However, it doesn’t end there. Have you pondered the intricacies of insurance and its financial implications? Is the community you’re eyeing genuinely tailored to meet your unique requirements? Moreover, have you considered the financial impact of those who will share your living space?

In this captivating installment, Ken New teams up with Bill and Val Fillmore, esteemed realtors from Hoven Real Estate, to unravel the complexities that prospective homebuyers encounter when seeking out an appealing location. Brace yourself as they delve into indispensable factors to deliberate when determining where to invest and identifying the type of housing that harmonizes flawlessly with your financial goals.

Bill and Val explore: 

• How housing preferences have transformed in the wake of the pandemic and the resulting financial implications
• The significance of considering environmental factors and evaluating the financial impact of insurance expenses associated with potential problems.
• Key questions to contemplate when downsizing during retirement, taking into account the financial implications and optimizing your financial strategy.
• The unique considerations for first-time home buyers, retirees, and business owners, offering personalized financial advice for each stage of life.
• And more

 

Connect with Bill and Val Fillmore:

• LinkedIn: Bill Fillmore
• LinkedIn: Val Fillmore
• Hoven Real Estate

Connect with Ken New:

• (321) 454-3623
• LinkedIn: Ken New
• Pinnacle Financial Wealth Management

About our Guest:

Bill and Val’s journey to Real Estate followed successful career paths in the world of Customer Experience. Both held senior roles supporting such national brands as Bausch & Lomb, Sprint, Capital One, AT&T, Ford & Lincoln Motor Companies, and Leonardo DRS. Val and Bill leverage their knowledge and skills from those experiences to ensure their clients receive timely, accurate, and insightful information at all times through their journey to buy, sell or invest in Real Estate. 

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Many retirees are becoming nervous about the cost of homeowners insurance and what that means for their future spending. How much protection does insurance provide and what should clients keep an eye out for when it comes to additional costs?

In this episode, Ken New is joined by Frank Hanrahan, Managing Director of RISK Strategies, to discuss homeowners insurance with a focus on retirees. Frank provides insight into the types of coverage and information many don’t think about when submitting a claim.

Frank shares: 

• How Florida differs from other states when it comes to insurance coverage
• Examples of insurance scams that end up costing consumers more than they gain
• The biggest challenges with older homes with getting protection and coverage
• Why insurance companies may not pay the entire amount needed for repairs that are up to building codes
• And more

 

Connect with Frank Hanrahan:

• LinkedIn: Frank Hanrahan
• RISK Strategies
• Frank@theinsurancecenter.cc

Connect with Ken New:

• (321) 454-3623
• LinkedIn: Ken New
• Pinnacle Financial Wealth Management

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