Are you interested in integrating Bitcoin into your investment strategy? In this episode, I chat with Mike Casey, CFP, who shares how his practice focuses on defined outcome investing to manage risk and meet clients' financial goals with greater predictability. Mike highlights his early adoption of Bitcoin, and explains Bitcoin’s evolution and increasing institutional acceptance.

Listen and learn more about how Mike advises his clients to think strategically when including cryptocurrency into their financial plans.

Mentioned in this episode:

Mike Casey, CFP®: https://www.aeadvisors.io/team/michael-casey

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/

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When COVID hit and work went remote, Sarah figured it was the perfect time to move out of the condo she rented and into her first home. Sadly, there were thousands of other buyers with the same idea. After two years of losing offer after offer (and some earnest money), Sarah decided it was time for a new strategy, which meant aligning with a new real estate agent and lender. And it worked.

Learn how Sarah and her team approached the home-buying process in a competitive market and her advice for writing a strong offer.

Mentioned in this episode:

Aaron Nichols, Real Estate Agent: https://www.premieredmv.com/about-us

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/

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Buying your first home as a couple can be scary, especially as you are planning your wedding and seeing interest rates rise. But Monica and Ryan knew two things: that they were running out of space in their apartment and that the market would get much more competitive after their April wedding.

Hear how they reduced their overwhelm by aligning with a real estate agent who was an expert on their target area, establishing their dealbreakers, and choosing a lender that can close quickly and smoothly.

Mentioned in this episode:

Dinora Chacon, Real Estate Agent: https://www.dinorasellshomes.com/

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/

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No one believes me when I say we closed a VA loan in 9 days. So on this episode of How2Buy, I talk to that notorious buyer, Rona! Learn what it took to work through the process and close quickly.

Mentioned in this episode:

Rona Jobe, Founder of LVL-Up Strategies: https://www.lvlupstrategies.com/

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/

Subscribe to the show to learn more How2Buy strategies from Leo Anzoleaga and his guests!

With two kids off to college, it was time for Todd and his family to downsize! Home buying can be an emotional process, but Todd (a clinical psychologist by trade) took a very analytical approach.

In this episode, learn how Todd found the right agent, chose a mortgage partner who matched his speed, and used "effective forecasting" to select an offer-worthy property.

Mentioned in this episode:

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/

Subscribe to the show to learn more How2Buy strategies from Leo Anzoleaga and his guests!

Are you a first-time homebuyer who's nervous about buying your first home in the DMV? In this episode, Carol talks about how she and her husband pushed through the unknowns and trusted the process. Just as she prepared for her wedding, Carol did her due diligence with research and interviewing professionals to find the best partners for this journey. The best part? Once they found the home they loved, we closed in two weeks.

Mentioned in this episode:

Jillian Stringer Levitt, Real Estate Agent: https://www.compass.com/agents/jillian-stringer-levitt/

Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/

Subscribe to the show to learn more How2Buy strategies from Leo Anzoleaga and his guests!