4 The PLAN: Recent Episodes

The Mortgage Planner

The Mortgage Planner, Brad Roche shares with consumers and real estate professionals in this talk show on real estate, mortgages and money.

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Just 5% down to buy the lot, build your home, and lock in your 30 year or 15 year fixed mortgage using our One Time Close Construction Loan. Up to 10 acres and available for modular and stick built primary residences.

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🎙️ Welcome special guest- Logan Abrams from Realty One Group Revolution. Logan is a dedicated Realtor with a passion for helping clients navigate the real estate market. With his extensive knowledge and experience, he provides invaluable insights that empower buyers and sellers alike.You can learn more about Logan and his services by visiting his website: Logan Abrams - Realty One Group Revolution. Tune in to discover tips on buying and selling real estate, market trends, and much more!

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Today we’re diving into topic that’s perfect for this time of year: Investing and moving up in the spring market, before the buyer rush!   Whether you’re a first-time investor, looking to upgrade your current home, or planning your next big move, this episode is packed with valuable insights to help you navigate the opportunities this spring market has to offer.We’ll explore the strategies you need to make smart investments, discuss the benefits of moving up now, and share tips to maximize your home’s value in today’s market conditions. Plus, as always, we’ll be breaking it all down into simple, actionable steps.Stay tuned, because you won’t want to miss this! And don’t forget, if you have any questions or want to connect with us, visit our website or give us a call. Let’s get started!"

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This week, we had the pleasure of sitting down with the incredible Alison Alston, a leading agent at Lodestone Real Estate, to discuss all things real estate, market trends, and success strategies! Alison brings unmatched expertise, a passion for helping clients find their dream homes, and a wealth of knowledge about the local market.In this episode, we dive into:
* Tips for navigating today’s challenging real estate market. * The secrets behind Alison's success in delivering exceptional client experiences. * Insights on how to thrive in the competitive world of real estate.

Whether you're a first-time buyer, an investor, or a real estate professional, this episode is packed with valuable takeaways!Tune in now to hear Alison's story and gain actionable advice to elevate your real estate game. 🎧

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🎙️ Join us for an insightful discussion with Haydn Flores, a seasoned advisor from Viking Mergers & Acquisitions. This week, we’re diving into the world of buying and selling businesses, exploring the strategies and secrets behind successful transactions. Whether you're a seasoned entrepreneur or just curious about the business landscape, this episode is packed with valuable insights that you won't want to miss!
Catch the show and discover how Haydn's expertise can guide you through the complex world of mergers and acquisitions.🎙️

Haydn Flores
704.912.5068
https://www.vikingmergers.com/about-us/our-people/haydn-flores/

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In the first segment of our three-part series for investors, we dive into the world of property types and classifications. Our discussion covers the essential categories of real estate investments, including residential, commercial, industrial, and mixed-use properties. We explore the unique characteristics and benefits of each type, helping investors identify which category aligns best with their investment goals.

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Live this week! Live on 4thePLAN. Welcome to "The Winter Homeowner!

As the chill of December sets in and the holiday cheer fills the air, we delve into the vibrant world of real estate. Whether you’re buying, selling, or investing, this winter season presents unique opportunities and challenges. Join us as we explore the latest market trends, share valuable tips for home improvements, and discuss how to make the most of your real estate ventures during the colder months. Special guest with Gooshead Insuance breaking down the recent increases and what to expect in 2025.

Stay tuned for a mix of expert advice, practical tips, and inspiring stories that will help you navigate the real estate market with confidence. Grab a cup of hot cocoa, cozy up, and let's dive into the world of homeownership and real estate in December!

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"🎙️ On Today’s Show: The 3 D’s of Mortgage Options 🏡💰
We’re diving into three life-changing scenarios—Debt, Divorce, and Down Payment—and how they impact your financial journey and homeownership goals.
âś… How to use your mortgage to tackle high-interest debt
âś… Navigating real estate during a divorce
âś… Creative ways to secure a down payment
Tune in for expert insights, practical strategies, and the tools you need to make smart financial moves, no matter where you’re starting from! Don’t miss it!"

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New programs opening up for investors, second homes, new bank statement programs to qualify HELOC included. Also a powerful 15% down investor loan visit 4theplan.com

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Join The Mortgage Planner and Fam for a quick run down of the holiday season and 12 days of Christmas!

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Investing, planning, upcoming markets! Kyle Kennedy with Cunningham Wealth Management LLC shares on the markets and investing even when you might question it in today's market.

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Maybe it's the same meaning. But do you have something you can do to make the savings better now or in the future with your equity?

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Special guest Steve White shares on the Georgia real estate market with preferred lender Ray Evans with Element Home Loans.

For more information call 704-412-2727 show hotline or visit www.4theplan.com
To reach Steve White direct visit https://whitestev.georgiamls.com/

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You slip a little during the refi boom? Bringing it together for a mortgage referral business focus.

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Looking to purchase and go No Money Down!

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www.4theplan.com to register

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How do you know you have the best exposure? Join us this show with KT Temple with Keller WIlliams as we look into the backroom.

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Join us today with market leader Sandra Parsons with Element Home Loans. Covering the Tennessee market and how to know if you pay to much or not enough to get the deal?

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Join us with special guest AJ Pasquale with Element Home Loans and the market pulse for the Florida area when buying or selling in today's market.

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Live with Jake WIlliams and Zack Cooper from Element Home Loans, local in Charleston, SC and a little Chubby Fish!

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What it takes to buy and sell in Statesville and surrounding areas in todays market- with local expert!

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Are you reviewing and know options on equity? We cover some basics on today's show about how to be ready for investing and getting a plan together.

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What it takes to make the mortgage process easier!

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What is out there to help with today's market and interest rates?

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Some say might be a good time to wait, maybe? What are we seeing in the market today and what are my options? www.4thePlan.com

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Tune in this week with Top Producer Brent Haas Group from Nashville and Aspyre Realty expands from the beach to Charlotte!

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Join us this show to reviewing your mortgage balance like an investment account and investing...also special Guest Luke Blackwelder the champion of Realtors. www.4thePLAN.com

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Taking a right first step in today's market can make a differance, but it did before too!

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Welcome back on the air weekly! Check out the new tools released on the show free to listeners! www.4ThePlan.com

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How do you take advantage of the market appreciation and deal with the mortgage market interest rate?

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Get a plan in place for investment planning or equity planning!

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Want to know your position and market near you? Visit www.4thePLAN.com for more details and tools.

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Are you above 3.875%, have debt outstanding we can combine and prepay to financial freedom?

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Market update and first time home buyer specials as well as buying a second home with equity!

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Interested to know your homes gain in the next 5 years? What did it do the last 5 years? Investing? Let's review the plan and make it happen...visit www.4theplan.com

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Interest Rates, Interest Rate, Interest Rates! The update is in! Tune in for today's average rates and possible programs that may fit perfect for your next mortgage!

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Steve Kinzler brings special guest with a heart to serve! Listen to this quick clip from local Roof Top Realty!

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Did you know you could afford more purchase power in todays market? Or maybe just save 6 years? Checkout this quick clip from The Mortgage Planner! Call 704-412-2727 or visit www.4thePLAN.com to get started...

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Interest rates go to record lows- is it time for you to review your mortgage options for savings, debt consolidation, or cashout for improvements? Now may be the perfect time!

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This show we uncover steps Realtors take to help make a successful closing as well as highlight a recent closing that almost didnt make it!

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Top Charlotte Realtor shares what makes a difference and gets the job done in today’s real estate market.

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Kathy Burns shares Lake Norman and the experience with EXP Real Estate.

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Don’t miss this exciting show with NFL great surprise!

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Making the right steps as a first time buyer.

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Looking around Charlotte for retirement and loans that fit.

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Get the details on having effective insurance and the right coverage.

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EXP Real Estate and Lauren Rocco cover Lake Norman

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Ace & TJ come to the Plan and share about combined efforts with Brad Roche and Steve Kinzler with Element Funding to support Grin Kids efforts.

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How did they do that?

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Kristi Hand 5k March 10, 2018

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Darius Chase with South State Bank and Brad Roche, The Mortgage Planner discuss options on equity and YOU, INC.