Real Estate, Crypto, and Retirement Planning: Financial Advisor Noah Wills’ Secrets to Success
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Real Estate, Crypto, and Retirement Planning: Financial Advisor Noah Wills’ Secrets to Success
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About this listen
The Loan Doctor, Rich Brandt, sits down with financial advisor Noah Sharp of The Sharp Group at Oppenheimer & Co. Inc. to discuss how real estate, insurance, and annuities fit into a well-rounded financial plan. Noah shares how he helps clients clarify retirement goals, assess risk tolerance, and manage liquidity. The conversation covers practical strategies like using bond ladders for cash management before purchasing a home, why term insurance matters, and how small allocations to gold and cryptocurrency can act as a hedge. They also explore how AI is improving efficiency in financial planning and break down the key differences between short-term and long-term interest rates.
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