Loans Elevated
Top 1% Loan Officer Nationwide, Broch Lassig, is bringing you his knowledge of the industry, business tips, and real estate strategies along side TJ Heidenreich and Ryan King from The Lassig Team. So whether you are buying your first home, a loan officer yourself, or looking for your 3rd investment property, we have something for all of you. Helping you create wealth through homeownership.
Loans Elevated
Episode 134: Holistic Mortgage Planning - The Financial Strategy No One Talks About
Buying a home isn’t just about the payment. In this episode, we break down the truth behind holistic mortgage planning, why liquidity trumps low payments, and how smart leverage creates wealth—not stress. We cover:
- How to plan for future income (and avoid buyer’s remorse)
- When it’s smarter to pay off a car vs. put more down
- Why putting all your money into a house can backfire
- How to structure your plan for life stages: early career, mid-life, and retirement
Plus, we drop a free tool: the Financial Freedom Worksheet and a brand-new ebook on holistic mortgage planning.
🎯 Download the worksheet and ebook here → LoansElevated.com
🎧 Subscribe for more: Spotify | Apple | YouTube
🎙 Welcome to the Loans Elevated Podcast!
Your go-to source for expert insights on mortgages, real estate trends, and home financing strategies. Whether you're a first-time homebuyer, real estate agent, or seasoned investor, we break down key topics to help you make informed financial decisions.
💡 Have a topic you'd like us to cover? Send us a message on Instagram or Facebook @loanselevated!
🔗 Get all our links in one place: LassigTeam.com
👉 If you find value in our content, be sure to FOLLOW the podcast and leave a review! It helps us reach more listeners like you.
Hosted by:
📢 Broch Lassig, Branch Manager NMLS340314
📢 TJ Heidenreich, Sales Manager NMLS1802412
📢 Ryan King, Loan Officer NMLS1870771
Branch NMLS2048956
Equal Housing Opportunity. All loans subject to underwriting approval. Certain restrictions apply. Call for details.
CrossCountry Mortgage, LLC. NMLS3029 (www.nmlsconsumeraccess.org)
🔹 Disclaimer: The information in this podcast is for educational purposes only and not a substitute for professional financial, legal, or tax advice. Always consult with a qualified professional before making financial decisions.
