Tag: Retirement Planning
Inside Arizona’s Property Market: A Conversation with Andrew Beardsley (Ep. 44)

Inside Arizona’s Property Market: A Conversation with Andrew Beardsley (Ep. 44)

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Everyone has similar questions when it comes to the real estate market:

“Should I buy?” 

“Should I sell?” 

In this episode, Brent Mekosh is joined by Andrew Beardsley from Silverleaf Realty. Andrew reveals how the real estate market has shifted over the past five years due to a change in homeowner needs.

Andrew discusses:

  • How environmental and political factors impact homeowner needs when looking at the housing market
  • How retirement planning influences long-term real estate purchases
  • Why business planning matters as much as personal lifestyle when looking into real estate options
  • The future of housing and real estate
  • And more!

Connect with Andrew Beardsley:

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About Our Guest:

Andrew Beardsley has been involved in real estate in Arizona for nearly two decades. Prior to joining Silverleaf Realty in 2010, he worked as a senior financial analyst for the Phoenix office of Johnson Capital, a commercial mortgage brokerage that specialized in retail, office, industrial, and multifamily financing. 

Having worked directly on over $500,000,000 in debt placement, Andrew brings with him extensive knowledge and understanding of both the financial and real estate aspects of every transaction, ensuring his client’s personal and financial needs are taken care of.

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Maximizing Life Insurance For You And Your Beneficiaries with Steven Moore (Ep.12)

Maximizing Life Insurance For You And Your Beneficiaries with Steven Moore (Ep.12)

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Life insurance policies can provide peace of mind and monetary benefits to individuals and their beneficiaries.

In this episode, Brent Mekosh is joined by the Vice President of Highland Capital Brokerage, Steven Moore, to unveil all things life insurance. Steven recounts the variety of reasons someone would buy life insurance, its use as a death benefit and cash accumulation, and how to divert a portion of your life insurance policy towards long-term care.

Steven discusses:

  • The difference between maximizing death benefits and maximizing cash accumulation
  • The impact of the emerging market crisis on life insurance growth
  • Life insurance protection when facing lawsuits
  • How to contribute a portion of death benefits toward retirement planning
  • And more!

Connect with Steven Moore:

Connect with Brent Mekosh:

About our Guest:

Steven J. Moore, CLU®, serves as a Vice President for Highland Capital Brokerage.

Steve joined Highland in February 2008. He is responsible for assisting financial advisors in meeting the wealth management needs of their trusted clients, and he focuses on insurance-based strategies.

With 25 years of experience, Steve has extensive knowledge of the companies, products, and sales techniques available within the life insurance industry. Before joining Highland, Steve was a Regional Estate Planning Consultant with Morgan Stanley. His planning expertise Includes estate and charitable strategies.

Steve graduated from The University of Washington and is a Chartered Life Underwriter®. He holds the following FINRA licenses: Series 7 (General Securities Representative) Series 63 (Uniform Securities Agent State Law Examination).

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