Oct 27, 2020
Rounding out the Real Estate series on the Worth Listening podcast is guest Arielle Minicozzi. She is a partner and financial planner at Modern Money Advisor, where she focuses on working with young, female professionals to help them achieve homeownership, address their student loan debt and build a firm financial foundation.
In addition to her work with Modern Money, Arielle is the founder and co-owner of Sphynx Automation, a virtual CTO firm that helps financial advisors gain efficiency and maximize their client impact using technology and automation. Arielle resides in sunny Arizona with her husband (and business partner) Mark Figueroa, and their cat (the namesake of Sphynx), Nigel.
Before becoming a Certified Financial Planner, Arielle worked as a mortgage lender. This gives her a unique and complete perspective on what things you should be thinking about and preparing for before buying a house. She shares tips and advice to help you make the most of your home buying experience.
In This Episode We Discuss:
- The strategy that Arielle recommends to clients to help them save for buying a house.
- What to look for when choosing a mortgage lender.
- The importance of having your finances in order before buying a house
- The unexpected expenses that come with home ownership
- How things like your credit score and down payment impact your mortgage options
- How much you should spend on your house and why you shouldn’t necessarily spend as much as you’re approved for
- Steps to homeownership
If you want to see what Arielle’s up to, you can find her on Instagram and Facebook @modernmoneyadvisor. Or, visit https://www.modernmoneyadvisor.com/