Move Up or Scale Down? Homeowner Mortgage Strategies | Q&A w/ Bridget McGee (MD) скачать в хорошем качестве

Move Up or Scale Down? Homeowner Mortgage Strategies | Q&A w/ Bridget McGee (MD)

In this Q&A, I sit down with Bridget McGee, “The Maryland Mortgage Mama,” NMLS #196068, Senior Loan Officer at SWBC Mortgage Corporation, to discuss how homeowners can strategically reposition—whether that means moving up to a larger home or scaling down to better match lifestyle or financial goals. If you’re a homeowner thinking about moving up, downsizing, or repositioning your own real estate strategy, this episode is for you. This episode is for current homeowners who are: Considering a move-up purchase Thinking about downsizing Like, subscribe, and drop your questions in the comments. We’re here to help you make informed decisions—serving your community. IMPORTANT DISCLAIMER: The information provided by Agent Shell (“Host”) and any guest speakers is for general informational and educational purposes only and does not constitute legal, financial, tax, or professional advice. Real estate and mortgage guidelines, rates, programs, and regulations are subject to change without notice and may vary by jurisdiction and individual circumstances. Agent Shell is a licensed real estate professional in Maryland and Virginia. This content is not intended to solicit clients where Agent Shell is not licensed. Any real estate, lending, or housing program information discussed is based on current market conditions and publicly available sources at the time of recording and may not reflect the most up-to-date program requirements. Viewers are encouraged to consult directly with licensed real estate, mortgage, legal, and financial professionals for advice specific to their situation. References to third-party service providers, lenders, or programs are for informational purposes only and do not constitute an endorsement or guarantee of services, rates, or outcomes. Agent Shell does not guarantee the accuracy, completeness, or suitability of any information discussed and assumes no liability for any actions taken based on the content provided. Looking to leverage home equity Planning their next real estate move strategically Topics Covered: What “repositioning” means for homeowners When moving up makes financial sense How to prepare for a move-up purchase Downsizing strategies and timing Using equity toward your next home Mortgage planning considerations Market factors impacting homeowner decisions Guest Information Bridget McGee Senior Loan Officer SWBC Mortgage Corporation NMLS #196068 Office Address: 1825 Dundalk Ave, Suite 101 Baltimore, MD 21222 Phone: (443) 574-2560 Email: bridget.mcgee@swbc.com