Tag Archives: Interest Rates

Navigating the World of Mortgages — With Pat Tobin



Getting a mortgage for your new home shouldn’t drain the joy out of accomplishing a lifelong goal. That’s why Cardinal Financial Company works to create a better mortgage experience so that your home buying process is simple and easy to navigate.

Today, Iván Watanabe sits down with the firm’s loan originator, Pat Tobin. Pat breaks down Cardinal Financial’s transparent and simple approach when providing clients with the home loans they need and provides tips for securing your next mortgage. 

In this episode, you will learn:

  • What you need to know about the current mortgage marketplace 
  • Pat’s advice for those who want to reassess their mortgage situation 
  • The truth about cash out refinancing 
  • Best practices to achieve a quick and seamless loan approval process 
  • And more!

Whether you’re considering a new loan or refinancing, tune in today and discover everything you need to know about today’s mortgage landscape!

Resources:   Opus Private Client, LLC | Iván Watanabe | Patrick Tobin: (508) 274-8645 | LinkedIn | Cardinal Financial Company on LinkedIn


Retirement Threats — Part 5 — With Rob Pruett



How can you plan for the retirement you desire when there are many uncertainties that could impact it, like new economic and legislative changes?

Find out in this episode, as Iván Watanabe joins Rob Pruett to explore a fifth and final retirement threat, legislative and economic changes. 

Rob discusses how proactive planning can help address the risk economic and legislative changes can bring to your retirement so that you can enjoy this life phase regardless of where the market, taxes, interest rates stand. 

In this episode, you will learn:

  • The importance of understanding past and current interest rates 
  • How different tax laws relate to retirement planning 
  • Ways annuities can benefit retirees and pre-retirees 
  • The importance of asset diversification 
  • And more!

Listen today for tips and tricks that can help you secure your retirement despite ever-changing economic rules and regulations! 

Retirement Threats Mini-Series:  Part 1 | Part 2 | Part 3 | Part 4

Resources:  Opus Private Client, LLC | Iván Watanabe | Rob Pruett