Fiscal Fitness - The Real State of Real Estate

September 16, 2020
Hosted by John Grace with Co-Host Daniel Medina

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Episode Description

Everybody knows that real estate prices are going crazy. Is this a trend you can depend on or will the bubble burst soon after you buy? Our purpose is to help you prepare for the good, the bad, and the unforeseen. We will address these five important questions. 1. Thanks to demographics, what can we learn from homeowners’ buying and selling patterns? 2. Will the gain be offset by the pain thanks to the pandemic’s impact? 3. Before buying, what’s the most important question for Millennials to answer? 4. How might Baby Boomers play the market to win? 5. What can investors learn from two L-shaped recoveries? We look forward to working with you again. If you have any questions, please feel free to give us a call, 805.495.2077.

Fiscal Fitness

Fiscal Fitness

Wednesday at 12 Noon Pacific Time on VoiceAmerica Business Channel

Money isn't the only thing, but it touches everything. Too many Americans today struggle with money because they don't know how to play the game. For those who are ready to master the game of money, John Grace and Daniel Medina will be your coaches who first help you know your objectives. Then you can establish personal goals so that whether you live too long or die too soon, you can play the game to win.

Our trademark statement, “The Proof is in the Planning” represents the hard work and perseverance, coupled with a sound plan for the future. The financial plans we create are highly customized, but they have three things in common: They are designed to be STRONG, SAFE, and SIMPLE.
Strong means they can weather market uncertainty.
Safe means they can help protect you from unnecessary risk.
Simple means you will understand everything you’re doing all the time.
Past performance does not guarantee future results. All investing involves risks including possible loss of principal.

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John Grace with Co-Host Daniel Medina

John Grace with Co-Host Daniel Medina

Since this isn't our first time at the rodeo, we can demonstrate what we learned and applied thanks to paying for independent research. What we’ve seen unfold in the real world helps us better prepare investors for the good, the bad and the unforeseen. The good news is that we do not have to predict the future to prepare for it.

For investors with money, the question becomes how can I make sure I don't outlive my money? Can my losses be limited so there is no need for a hail Mary pass just to get back in the game? Is it possible to set up our portfolio so that it is strategically prepared to participate in the gains and cushion the losses?

For those who are preparing for making work optional, what amount of money do you need behind Door 1 so that you know you can live another 20-30 years after your last paycheck with the same standard of living as when you were working? We explain the two virtues of greater diversification and active management. Like your physical body, your body of money needs to be as agile as possible to withstand the weather.

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Episode Directory

September 2020

  • 9/23/2020: Fiscal Fitness - Who Needs Life Insurance? Coming Soon
  • 9/16/2020: Fiscal Fitness - The Real State of Real Estate Listen Now
  • 9/9/2020: Fiscal Fitness - The Demographics of Investing with Rodney Johnson Listen Now
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