Forsidebilde av showet Coffee with Pros

Coffee with Pros

Podkast av Doug Sorto

engelsk

Business

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Les mer Coffee with Pros

Our main objectives are to provide home buyers and homeowners educational information & insights that will help them navigate throughout the purchase process, but also overcome the challenges that may come thereafter. Each episode will be unique and will cover areas within and outside the Real Estate & Mortgage Industry, but directly affect home buyers and homeowners alike. Our special guests will have backgrounds in Personal Finance, Income Taxes, Life Insurance, Debt Elimination & Estate Planning to provide valuable information that you may not be aware of. Our last objective is to raise consumer awareness and dispel any myths & misconceptions between the Broker & Retail Lending Channels. Tune in, share our channel with others and learn more about the homeownership process and the journey that begins thereafter by drinking a Coffee with Pros!

Alle episoder

7 Episoder

episode Café con Profesionales [Spanish] cover

Café con Profesionales [Spanish]

Nos da un gran placer del estreno de este nuevo Podcast de "Café con Profesionales" Este es un segmento en Español para ayudar a la comunidad Hispana con informacion relativo a planificacion financieras, fideicomisos (Trusts) vs. Testamentos (Wills), Beneficios de establecer compañias de LLC or Corporaciones vs. Propietarios con el Schedule C que se reportan en Taxes, la importancia de usar un agente de bienes y raizes (real estate) para que los representen en sus compras vs. usar un agente que solo representa al comprador. Adicionalmente vamos a platicar de los beneficios de ser propietario de casa y los diferentes programas disponibles para las personas que no tienen un enganche, solo tienen un ITIN, No Reportan muchos ingresos, pero son propietarios de su propio negocio o para personas que si tienen un enganche pero es minimo y tambien tienen un trabajo regular. 📱 REDES SOCIALES : Douglas Sorto - Broker [NMLS# 851849] | Equity Capital Home Loans Twitter: https://twitter.com/equity_capital_ [https://twitter.com/equity_capital_] Instagram: https://www.instagram.com/equity_capital [https://www.instagram.com/equity_capital] LinkedIn: https://www.linkedin.com/in/douglas-sorto/ [https://www.linkedin.com/in/douglas-sorto/] Facebook: https://www.facebook.com/EquityCapitalHomeLoans/ [https://www.facebook.com/EquityCapitalHomeLoans/] Yelp: https://www.yelp.com/biz/equity-capital-home-loans-yorba-linda [https://www.yelp.com/biz/equity-capital-home-loans-yorba-linda] ------- Maria Mendoza - Realtor | ReMax Champions: Instagram: https://www.instagram.com/mendozarealtors/ [https://www.instagram.com/mendozarealtors/] LinkedIn: https://www.linkedin.com/in/maria-mendoza-4bb6b033/ [https://www.linkedin.com/in/maria-mendoza-4bb6b033/] Facebook: https://www.facebook.com/mendozarealtors/ [https://www.facebook.com/mendozarealtors/] Sitio Web: https://maria-mendoza1.remax.com/ [https://maria-mendoza1.remax.com/] ------- Sandra Gutiérrez - Junior Financial Planner LinkedIn: https://www.linkedin.com/in/sandra-i-ba7948152/ [https://www.linkedin.com/in/sandra-i-ba7948152/] ------- Yoana Perez | YG Income Tax and multi-services Instagram: https://www.instagram.com/ygincometax/ [https://www.instagram.com/ygincometax/] Facebook: https://www.facebook.com/incometaxyoana/ [https://www.facebook.com/incometaxyoana/] Yelp: https://www.yelp.com/biz/y-and-g-income-tax-westminster [https://www.yelp.com/biz/y-and-g-income-tax-westminster] Sitio Web: https://www.ygincometax.com/ [https://www.ygincometax.com/] DESCARGO DE RESPONSABILIDAD : Los puntos de vista y opiniones expresados por los Participantes en este Podcast son exclusivamente suyos y no reflejan los puntos de vista ni las opiniones de Equity Capital Home Loans. Cualquier punto de vista u opinión no está destinado a defamar a ninguna organización, empresa o persona. La información provista en este video no es un consejo financiero.

6. des. 2022 - 1 h 24 min
episode Title and Escrow Services: A Buyer's Choice cover

Title and Escrow Services: A Buyer's Choice

#coffeewithpros #podcast | Episode 6 - Title and Escrow Services: A Buyer's Choice In this episode we will discuss the purpose of Title and Escrow in a transaction and informing buyers that they have a CHOICE and OPTIONS when choosing a Title & Escrow settlement provider like Atlas Title Company. In addition, buyers will learn more on how they can save about 30% vs. the competition by having their #realestateagent negotiate #Atlastitle as their title & escrow settlement provider on their purchase contract when making an offer to buy a home. We will briefly discuss the benefits of using the #firstfunding #FlexClose program which has given #equitycapitalhomeloans the ability to Fund & Close loans immediately, Provides Wire Fraud Prevention to the #buyers and the benefit to fund the loan after the Federal Reserve Wire Cutoff Time which allows us to Close after hours. CREDITS: - Grant Marple - Executive Vice President- Director of Sales | Atlas Title Company - Bob Ruzzi - VP National Retail Sales | Atlas Title Company - Kevin Sorto - MLO & Video Production [NMLS# 110227] | Equity Capital Home Loans - Doug Sorto - Broker & Host [NMLS# 851849] | Equity Capital Home Loans ℹ️ LINKS: Equity Capital Home Loans - https://beacons.ai/equity_capital [https://beacons.ai/equity_capital] 📱 SOCIAL MEDIA: Twitter: https://twitter.com/equity_capital_ [https://twitter.com/equity_capital_] Instagram: https://www.instagram.com/equity_capital [https://www.instagram.com/equity_capital] LinkedIn: https://www.linkedin.com/company/equitycapitalhomeloans [https://www.linkedin.com/company/equitycapitalhomeloans] Facebook: https://www.facebook.com/EquityCapitalHomeLoans/ [https://www.facebook.com/EquityCapitalHomeLoans/] YouTube: https://www.youtube.com/channel/UCxtKaa6OsUsMYcaUJ5UsT5Q [https://www.youtube.com/channel/UCxtKaa6OsUsMYcaUJ5UsT5Q] ------- Atlas Title Company: https://www.atlastitleco.com/ [https://www.atlastitleco.com/] Facebook: https://www.facebook.com/Atlastitleco [https://www.facebook.com/Atlastitleco] Instagram: https://www.instagram.com/atlastitleco/ [https://www.instagram.com/atlastitleco/] LinkedIn: https://www.linkedin.com/company/atlas-title-company/ [https://www.linkedin.com/company/atlas-title-company/] Grant Marple: https://www.linkedin.com/in/grantmarple/ [https://www.linkedin.com/in/grantmarple/] Bob Ruzzi: https://www.linkedin.com/in/bob-ruzzi-04b49812/ [https://www.linkedin.com/in/bob-ruzzi-04b49812/] DISCLAIMER : The views and opinions expressed by Participants on this Podcast are solely their own and do not reflect the views or opinions of Equity Capital Home Loans. The Participants' opinions are based on information they consider reliable, but Equity Capital Home Loans does not warrant its accuracy or completeness and it should be relied as such.

15. nov. 2022 - 36 min
episode Crypto, Daytrading & The New Age Buyer cover

Crypto, Daytrading & The New Age Buyer

About our guests: Trent Titan is a 29 year old Internet Content Creator, Self Employed Personal Trainer & Day Trader from Rochester, MI now living in Southern California. Trent also owns an Options Trading Discord Chatroom where he hosts a live trading Zoom call every day and mentors new traders. Trent loves what he does and has spent the last 2 years helping and mentoring people throughout the world via his Discord channel @Titan Trades [https://studio.youtube.com/channel/UC8zEQcPzlQ8zNevJyvzki7w]If you're thinking of learning more about the Options, Crypto and NFT marketplace, subscribe to his Discord channel. Jay Patel dreamed of achieving more so he left his homeland and immigrated to the US 5 years ago in order to accomplish one thing, The American Dream... Jay is an Investor, a Titan Trades Discord Content Moderator and has become an unofficial #tesla stock analyst in the Discord Chatroom. If you become a member, don't forget to say hello to Jay aka @longelon. In this episode Trent, Jay and I will be giving tips to the New Age Buyers which may include Internet Content Creators, Influencers, Instagram Models, Discord Owners or any other individual making money on the internet. We will also discuss the importance of why you should incorporate yourself via a Limited Liability Partnership (LLP), Limited Liability Company (LLC) or a Corporation (S or C) to prepare yourself to purchase your first home. We will touch on Non-Traditional Home Loans also known as NonQM and will provide strategies on buying your home with #sellercredits to help you with your #closingcosts and #ratebuydowns Lastly, Trent & Jay will touch more on the Titan Trades Discord Chatroom Day to Day, The Perils of Crypto, NFTs scams and how the New Generation is slowly losing the 9-5 mentality and has discovered the power of the internet and how they've managed to monetize it. CREDITS: - Trent Titan - Discord Owner/ Day Trader | Titan Trades - Jay Patel - Discord Moderator/Investor | Titan Trades - Kevin Sorto - MLO & Video Production [NMLS# 110227] | Equity Capital Home Loans - Doug Sorto - Broker & Host [NMLS# 851849] | Equity Capital Home Loans 📱 SOCIAL MEDIA : Twitter: https://twitter.com/equity_capital_ [https://twitter.com/equity_capital_] Instagram: https://www.instagram.com/equity_capital [https://www.instagram.com/equity_capital] LinkedIn: https://www.linkedin.com/company/equitycapitalhomeloans [https://www.linkedin.com/company/equitycapitalhomeloans] Facebook: https://www.facebook.com/EquityCapitalHomeLoans/ [https://www.facebook.com/EquityCapitalHomeLoans/] ------- Titan Trades: YouTube: https://www.youtube.com/c/TitanTrades/ [https://www.youtube.com/c/TitanTrades/] TikTok: https://www.tiktok.com/@titantrades [https://www.tiktok.com/@titantrades] Discord: https://upgrade.chat/titantrades?referralCode=816178264288395314 [https://upgrade.chat/titantrades?referralCode=816178264288395314] DISCLAIMER : The views and opinions expressed by Participants on this Podcast are solely their own and do not reflect the views or opinions of Equity Capital Home Loans. The information provided in this video is not Financial Advice.

9. nov. 2022 - 51 min
episode The Buyer's Agent & Contingencies cover

The Buyer's Agent & Contingencies

David Buster is a Real Estate Broker with Meridian Property Management and specializes in first-time home buying opportunities, multifamily housing and investment. Licensed since 2009 he helps operate the family business his parents began in 1997 and enjoys people more than anything. While focusing primarily on the OC market he sells far and wide and has closed on sales as far north as San Francisco and all the way to Downtown San Diego. When not traveling he enjoys his garden and spending time with his beautiful Floral Park community; the place he calls home. If you're thinking of buying, selling or investment, give him a call #coffeewithpros #podcast | Episode 4 - The Buyer's Agent & Contingencies In this episode David Buster and I will be discussing the importance of home buyer representation to maximize negotiation power and the 3 Major #contingencies: #homeinspection #appraisal and #loan to ensure you are protected as a buyer at all times throughout the escrow transaction. CREDITS: - David Buster - Real Estate Broker [DRE# 01258547] | Meridian Property Management - Kevin Sorto - MLO & Video Production [NMLS# 110227] | Equity Capital Home Loans - Doug Sorto - Broker & Host [NMLS# 851849] | Equity Capital Home Loans Special Thanks to Kevin Sorto for making this recording possible. ℹ️ LINKS: Equity Capital Home Loans - https://beacons.ai/equity_capital [https://beacons.ai/equity_capital] Meridian Property Management - https://meridianprop.com/ [https://meridianprop.com/] 📱 SOCIAL MEDIA: Twitter: https://twitter.com/equity_capital_ [https://twitter.com/equity_capital_] Instagram: https://www.instagram.com/equity_capital [https://www.instagram.com/equity_capital] LinkedIn: https://www.linkedin.com/company/equitycapitalhomeloans [https://www.linkedin.com/company/equitycapitalhomeloans] Facebook: https://www.facebook.com/EquityCapitalHomeLoans/ [https://www.facebook.com/EquityCapitalHomeLoans/] YouTube: https://www.youtube.com/channel/UCxtKaa6OsUsMYcaUJ5UsT5Q [https://www.youtube.com/channel/UCxtKaa6OsUsMYcaUJ5UsT5Q] DISCLAIMER : The views and opinions expressed by Participants on this Podcast are solely their own and do not reflect the views or opinions of Equity Capital Home Loans. The Participants' opinions are based on information they consider reliable, but Equity Capital Home Loans does not warrant its accuracy or completeness and it should be relied as such. Any views or opinions are not indented to malign any organization, company or individual.

1. nov. 2022 - 40 min
episode What is Estate Planning? cover

What is Estate Planning?

Attorney Amanda Wheeler's skill in drafting and negotiating multi-million dollar contracts makes her invaluable to start up businesses as well as existing firms seeking to take their businesses to the next level. To accomplish her primary goal “Putting you in control of your assets”, Attorney Wheeler listens closely to clients and custom designs estate plans and business strategies that keep your best interest in mind. Clients are lavished with individualized attention, backed by years of experience and a desire to provide security for your business and peace of mind for your family. #coffeewithpros #podcast | Episode 3 - What is Estate Planning In this episode Attorney Amanda Wheeler will discuss the importance of #trusts and why you should have one in place to not only protect yourself but your loved ones from the #probate process. "If you don't have an #estate plan, the #state has a plan for you" CREDITS : - Amanda Wheeler - Attorney | Law Offices of Amanda G. Wheeler A Professional Corporation - Kevin Sorto - MLO & Video Production [NMLS# 110227] Equity Capital Home Loans - Doug Sorto - Broker & Host [NMLS# 851849] Equity Capital Home Loans ℹ️ LINKS: Equity Capital Home Loans - https://beacons.ai/equity_capital [https://beacons.ai/equity_capital] Law Offices of Amanda G. Wheeler - https://www.wheelerslaw.com/ [https://www.wheelerslaw.com/] 📱 SOCIAL MEDIA: Twitter: https://twitter.com/equity_capital_ [https://twitter.com/equity_capital_] Instagram: https://www.instagram.com/equity_capital [https://www.instagram.com/equity_capital] LinkedIn: https://www.linkedin.com/company/equitycapitalhomeloans [https://www.linkedin.com/company/equitycapitalhomeloans] Facebook: https://www.facebook.com/EquityCapitalHomeLoans/ [https://www.facebook.com/EquityCapitalHomeLoans/] YouTube: https://www.youtube.com/channel/UCxtKaa6OsUsMYcaUJ5UsT5Q [https://www.youtube.com/channel/UCxtKaa6OsUsMYcaUJ5UsT5Q] DISCLAIMER : The views and opinions expressed by Participants on this Podcast are solely their own and do not reflect the views or opinions of Equity Capital Home Loans. The Participants' opinions are based on information they consider reliable, but Equity Capital Home Loans does not warrant its accuracy or completeness and it should be relied as such. Any views or opinions are not indented to malign any organization, company or individual.

24. okt. 2022 - 21 min
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