『Legacy Blueprint: Plan It Forward』のカバーアート

Legacy Blueprint: Plan It Forward

Legacy Blueprint: Plan It Forward

著者: Mike Bascom
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

Concerned about ensuring your loved ones are well cared for? Dive into 'Legacy Blueprint: Plan It Forward' and turn those worries into action! Join host Mike Bascom, a seasoned estate planning attorney, as he collaborates with Georgia's top financial experts to bring you empowering insights and actionable strategies. Don't miss an episode—tune in weekly and start building a secure and thriving future for yourself and your loved ones!

Copyright © 2026 Bascom Law, Mike Bascom| All rights reserved
エピソード
  • Uncovering Opportunities in Northeast Georgia's Real Estate Market
    2026/04/15

    Why is staging and pricing a property correctly important in the current market?


    Julie Cunningham is a seasoned realtor with 25 years of experience in the real estate market of Northeast Georgia, known for her positive, determined, and compassionate approach. She believes that current market trends present significant opportunities for both buyers and sellers; buyers benefit from attractive incentives on new constructions, while sellers can capitalize on quick sales due to low inventory if homes are well-staged and priced correctly. Julie emphasizes the importance of staying informed about these trends, as factors like interest rates and the overall economy introduce uncertainty, making her role as an advisor crucial. Her dedication to building long-term relationships through personal touches and referrals has been a cornerstone of her success, allowing her to navigate and thrive in the dynamic real estate landscape.


    Key Takeaways

    • Positivity and determination guide clients through emotional and logistical transitions with compassion.


    • Staging and pricing property correctly are crucial for securing a sale in the current real estate market.


    • Focusing on a niche market in real estate allows for scaling a business and standing out in a competitive industry.


    • Understanding the changing dynamics of the real estate landscape is essential when advising buyers and sellers.


    Connect with Julie Cunningham:

    https://juliecunningham.kw.com/

    https://www.instagram.com/juliecunninghamandco

    https://www.facebook.com/JulieCunninghamKellerWilliams

    https://www.linkedin.com/in/julieandcompany/


    Connect with Mike Bascom:

    https://bascomlaw.com/

    https://www.linkedin.com/in/mikebascom/

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    14 分
  • Elevating Professional Expertise Through Industry Trend Knowledge
    2026/04/08

    How can a bucket strategy help in balancing short-term liquidity needs with long-term investment goals?


    Robert Amato, a seasoned financial planner with a career spanning over 25 years, is well-versed in guiding young professionals through the intricacies of financial planning. As the founder of Compass Wealth Management and holding credentials such as CFP and CIMA, Amato emphasizes the necessity for young individuals to engage in comprehensive financial planning early in their careers. He believes that a clear understanding of one's financial situation and long-term goals, combined with strategic risk management, can significantly enhance financial decision-making and mitigate future complexities. Central to his philosophy is the use of a bucket strategy, which balances short-term liquidity needs with long-term investment objectives, ensuring young professionals are well-prepared for a stable financial future.



    Key Takeaways:

    • Obtaining CFP and CIMA certifications early enhances ability to provide exceptional value to clients.
    • Understanding and managing financial risks is crucial for protecting legacy and financial future.
    • Early financial planning is key for young professionals to achieve long-term financial success.
    • Detailed financial planning helps clients understand current situation and make informed decisions.
    • Balancing short-term volatility with long-term goals through bucket strategy is important for financial success.


    Connect with Robert Amato:

    https://www.compasswm.net/

    https://www.linkedin.com/in/robert-amato-cfp%C2%AE-cima%C2%AE-4b282635/



    Connect with Mike Bascom:

    https://bascomlaw.com/

    https://www.linkedin.com/in/mikebascom/

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    19 分
  • The Truth About Real Estate: Why It’s a Business, Not Just a Job - with Amy Adams
    2026/04/01

    Is your home truly a "savings account you sleep in," or are you overlooking the legal protections that keep your biggest investment safe?


    In this episode, Amy Adams, a licensed Associate Broker and Gold Standard Instructor with nearly 20 years of industry experience, joins host Mike Bascom to demystify the complexities of the modern property market. Amy discusses real estate education and market evolution, sharing valuable insights and practical tips for listeners. Drawing from her extensive experience, she discusses deed fraud, the rise of corporate property ownership, and the necessity of viewing license law through the lens of consumer protection, offering actionable advice for aspiring agents and homeowners alike. This episode is a must-listen for real estate professionals and family investors, providing both knowledge and tools to navigate this important subject.



    Key Takeaways:

    • The Power of Generational Wealth: Real estate serves as a critical asset for building long-term family wealth, acting as a "savings account you sleep in" that can be collateralized to start businesses or fund futures.
    • Real Estate as a Service, Not Just a Transaction: High-quality agents provide a vital service rooted in consumer protection, helping buyers navigate the scary process of making the most expensive purchase of their lives.
    • Shifting Market Trends and Niche Opportunities: The Georgia market is evening out to be more buyer-friendly, while new industry niches like property management are expanding due to increased corporate home ownership.
    • The Critical Importance of Education: Staying updated on legal changes and emerging threats—such as deed fraud—is essential for licensees to protect their clients and maintain professional standards.
    • Real Estate is a Business, Not a Job: Success in the industry requires self-discipline, marketing skills, and the ability to manage the cyclical "feast and famine" nature of commissions by saving during boom times.

    Connect with Amy Adams:

    https://www.linkedin.com/in/amy-adams-6880632b/

    https://www.theceshop.com/



    Connect with Mike Bascom:

    https://bascomlaw.com/

    https://www.linkedin.com/in/mikebascom/

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    32 分
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