20/20 Money Episode #342 – The home loan balancing act: smart mortgage moves for optometry practice owners with Lee Raykovicz, OD

Welcome to this episode of 20/20 Money! My guest on today’s show is Lee Raykovicz, OD, a mortgage broker with Go Rascal Mortgages.

On today’s episode we dive into what goes into the mortgage underwriting process, how practice owners can get creative when it comes to purchasing their homes, the details on what Physician loans actually are and how they work, how to think about the total DTI ratio when thinking about your mortgage & student loans, and ARM strategy ideas in today’s rate environment.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that’s filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you’re interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.

And with that introduction, I hope you enjoy my conversation with Lee Raykovicz.

Resources:

20/20 Money Ultimate Financial Success Masterclass

OD Mastermind Interest Form

Contact Lee

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For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!