Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Stephen in Bellville, Ohio, who asks, “John-Mark Mark I think I’ve found my dream home – it may be a littler pricer than I anticipated paying, so to be financially prudent I want to ensure I’m getting the best deal, can you please share the top five tips for negotiating when buying a house, that you give your clients?"

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers the question from Phil in Daytona Beach, Florida, who asks: John-Mark my wife and I recently sold our home in Ohio. When we moved down to Florida because home prices were a bit more expensive we didn’t quite have 20% to put down. I now have PMI insurance. What are the steps I should take to have this removed from my mortgage?"

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else. https://www.whitakerwealth.com/

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses the benefits of a Health Savings Account (HSA) including one of most unique benefits - triple tax savings - and John-Mark will also answer how to think about this in relation your Baby Step 4 calculation. Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses the exciting announcement that Whitaker-Myers Wealth Managers is now large enough to have a multi custodial relationship. While clients can still enjoy having their accounts held at Charles Schwab, we now have the ability to open accounts (IRA, Roth, HSA, SEP, SIMPLE, Brokerage or Bridge Accounts, etc.) at Fidelity through their RIA Custodial Platform. This expands our ability to serve clients already at Fidelity as well as opens up two new exciting features: Fidelity BrokerageLink and Fidelity Health Savings Accounts.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses his view of the ten central themes of Rabbi Daniel Lapin’s book, Thou Shall Prosper. This book is a common recommendation of Dave Ramsey and Dave Ramsey even wrote the forward to the book. Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

Investment Research Analyst Summit Puri of ‪@whitaker-myerswealthmanage2043‬ discusses the four things we learned in the markets this week.

We are one of Ramsey Solutions and ‪@TheRamseyShow‬ largest Smartvestor Pros in the country because we live and believe in the process that Dave Ramsey and his team teach to provide people financial freedom.

We also have a ‪@TheRamseyShowEpisodes‬ Financial Coach on staff to help with budgeting and debt pay-down strategies.

https://www.whitakerwealth.com/

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 discusses why someone would consider using the Fidelity BrokerageLink within their 401(k) plan.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/