Boomers, Bucks, and Bling Podcast
Boomers, Bucks, and Bling Podcast
Podcast Description
Unlock the secrets to financial success with the Boomers, Bucks, and Bling Podcast!Hosted by Carl Spiteri, a veteran Mortgage Loan Originator with over 30 years of experience, this podcast is your ultimate guide to mastering the financial intricacies of buying, selling, and lending in today's dynamic market. Whether you're a home buyer, lender, or seller, Carl's expert insights and practical advice will empower you to make informed decisions that lead to lasting financial stability.Each episode breaks down complex financial concepts into easy-to-understand discussions, featuring everything from credit scoring and budgeting tips to the latest trends in commercial and residential lending. With guest appearances from industry professionals and real-world examples, Boomers, Bucks, and Bling offers valuable perspectives that can help you navigate the financial landscape with confidence.Tune in to stay ahead of the curve and take control of your financial future!
Podcast Insights
Content Themes
The podcast focuses on practical financial topics relevant to baby boomers, including home buying, selling, lending, retirement planning, and maintaining financial health. Specific episodes tackle issues like aging in place, home safety, and social security challenges, with guest experts providing tailored advice for navigating these themes.
Unlock the secrets to financial success with the Boomers, Bucks, and Bling Podcast!
Hosted by Carl Spiteri, a veteran Mortgage Loan Originator with over 30 years of experience, this podcast is your ultimate guide to mastering the financial intricacies of buying, selling, and lending in today’s dynamic market. Whether you’re a home buyer, lender, or seller, Carl’s expert insights and practical advice will empower you to make informed decisions that lead to lasting financial stability.
Each episode breaks down complex financial concepts into easy-to-understand discussions, featuring everything from credit scoring and budgeting tips to the latest trends in commercial and residential lending. With guest appearances from industry professionals and real-world examples, Boomers, Bucks, and Bling offers valuable perspectives that can help you navigate the financial landscape with confidence.
Tune in to stay ahead of the curve and take control of your financial future!
In this episode of Boomers, Bucks, & Bling, Carl sits down with Southern California financial advisor Jon to talk about the biggest challenges Baby Boomers face in retirement. From rising housing costs to new tax rules, this episode is packed with practical strategies to help you protect your retirement income, keep your family close, and make the most of your equity.
What you’ll learn in this episode:
-The latest tax law changes in the new “Big Beautiful Bill” and what they mean for retirement planning
-How the sandwich generation balances caring for aging parents while supporting adult children
-Downsizing surprises: capital gains taxes, commissions, and hidden costs of selling a home
-Creative ways to unlock home equity—from reverse mortgages to building ADUs (Accessory Dwelling Units)
-The emotional side of retirement lifestyle: why staying connected improves health & longevity
-The top financial questions Boomers ask: outliving your money, medical costs, and retirement security
👉 If you’re a Baby Boomer planning retirement, considering a reverse mortgage, or just looking for ways to make your retirement income last, this episode is for you.
🎧 Listen to More Episodes:
Spotify: https://ow.ly/ttaN50TZH81
Apple Podcasts: https://ow.ly/cFb350TZH84
YouTube Playlist: https://ow.ly/cwaf50TZH8u
Guest Info:
Jon Beyrer CFP(r) – Senior Financial Advisor and Partner at Blankinship & Foster, LLC
Phone: (858) 755-5166
Website: https://www.bfadvisors.com/team/jon-beyrer/
LinkedIn: https://www.linkedin.com/in/jon-beyrer/
Subscribe for more episodes about:
✔️ Medicare, Medicaid, & Social Security
✔️ Reverse Mortgages & Financial Safety
✔️ Retirement Planning & Aging in Place
✔️ Lifestyle tips for Boomers & Gen X
Got questions or topics you want covered? Drop them in the comments or visit https://carlspiteri.com
Let’s Connect!
Call: (858) 526-3037
Email: [email protected]
Carl Spiteri
Branch Manager | Mortgage Advisor
NMLS ID: 286890
Licensed in: CA, AZ, FL, ID, MI, MT, NV, OG, OH, SC, SD, TN, WA, WY
Benchmark Mortgage
Ark-La-Tex Financial Services, LLC | NMLS ID: 2143
Disclaimer
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