Fit Over 40 with Coach Clarence

Navigating Interest Rates and Preserving Your Financial Legacy

April 02, 2024 Coach Clarence Season 5 Episode 199
Navigating Interest Rates and Preserving Your Financial Legacy
Fit Over 40 with Coach Clarence
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Fit Over 40 with Coach Clarence
Navigating Interest Rates and Preserving Your Financial Legacy
Apr 02, 2024 Season 5 Episode 199
Coach Clarence

Coach Clarence delves into the topic of preserving your legacy, discussing it from a financial perspective with a touch of fitness. He emphasizes the importance of considering what you leave behind for future generations, whether it be your family, company, or community. Clarence highlights the common fixation on interest rates in financial decisions and challenges the notion that the lowest rate is always the best choice. He encourages loan officers to move beyond simply selling rates and to provide more comprehensive and personalized service to clients. Check out Coach Clarence on TikTok at TheRealCoachClarence and on Instagram at ClarenceMFerguson for more insights on financial fitness.

[00:00:24] Preserving your legacy.

[00:06:26] Interest rates and loan risk.

[00:09:50] Preserving your legacy with trust.

[00:13:56] Utilizing a living trust.

[00:15:20] Setting up a living trust.

[00:20:41] Keeping relationships drama-free.

Support the Show.

Please subscribe give a review and share the show. Email show ideas or apply to be a guest at: info@coachclarence.com. We love your feedback.
YouTube: Coach Clarence TV
Instagram: www.instagram.com/coachclarence1
Instagram: www.instagram.com/clarencemferguson
Facebook:https://www.facebook.com/groups/fitover40withcoachclarence
Linkedin:https://www.linkedin.com/in/clarencef/
Pinterest: https://www.pinterest.com/CoachClarence/
Twitter: https://twitter.com/fitnusbiznus

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Show Notes

Coach Clarence delves into the topic of preserving your legacy, discussing it from a financial perspective with a touch of fitness. He emphasizes the importance of considering what you leave behind for future generations, whether it be your family, company, or community. Clarence highlights the common fixation on interest rates in financial decisions and challenges the notion that the lowest rate is always the best choice. He encourages loan officers to move beyond simply selling rates and to provide more comprehensive and personalized service to clients. Check out Coach Clarence on TikTok at TheRealCoachClarence and on Instagram at ClarenceMFerguson for more insights on financial fitness.

[00:00:24] Preserving your legacy.

[00:06:26] Interest rates and loan risk.

[00:09:50] Preserving your legacy with trust.

[00:13:56] Utilizing a living trust.

[00:15:20] Setting up a living trust.

[00:20:41] Keeping relationships drama-free.

Support the Show.

Please subscribe give a review and share the show. Email show ideas or apply to be a guest at: info@coachclarence.com. We love your feedback.
YouTube: Coach Clarence TV
Instagram: www.instagram.com/coachclarence1
Instagram: www.instagram.com/clarencemferguson
Facebook:https://www.facebook.com/groups/fitover40withcoachclarence
Linkedin:https://www.linkedin.com/in/clarencef/
Pinterest: https://www.pinterest.com/CoachClarence/
Twitter: https://twitter.com/fitnusbiznus