Brandon Goldberg

05/11/2026

Paying off your mortgage early feels like a win. Whether it actually is depends on your rate and what else you could do with that money.

05/05/2026

My friend Eric is putting on a client retention workshop on June 9th and I’d love for you to be there!

04/30/2026

Just kidding… Kinda

04/27/2026

Most people hear "reverse mortgage" and immediately think scam. Most of the time, that reaction is based on bad commercials and outdated information.

The truth is it's a tool that creates value for the right person in the right situation and causes harm when it doesn't fit.

I broke down the whole thing. The good, the bad, and where the industry has genuinely failed people. Who it helps, who it hurts, and why this conversation is only going to get more common as 72 million Baby Boomers age into retirement with most of their wealth sitting in their homes.

If you have a parent in this situation, or you're getting close to that age yourself, worth a read.

The Good, The Bad, and What Nobody Tells You

03/24/2026

The most important thing I can do is tell you when refinancing is the wrong move.
Sometimes that answer is nothing. Watch this before you make a decision.

11/01/2025

I’ve had a lot of clients reaching out lately because their phones are blowing up with lenders pushing refinance offers.

Before you do anything, make sure you actually know what it’ll cost, and if it even makes sense. I put together a quick video that breaks down the true cost of refinancing in plain English.

If it still looks like a smart move afterward, you can join our Refi Watchlist and we’ll alert you when the timing is right instead of when your inbox gets spammed. Just let me know if you’d like it.

I also put out a 2 minute market update every Friday if that would be helpful for you and your clients.

10/19/2025

They were about to pull from their retirement to buy a home. 😳
Taxes. Penalties. Lost growth.
All to get a house they could’ve bought another way.

So we brought in a financial advisor from my wealth team… and used a HELOC instead.
No taxes. No penalties. Still got the house.

That’s what happens when you have the right people on your side.
Comment “wealth team” if you want access to mine.

08/21/2025

He started the week certain he couldn’t afford a house.By the end of the week he was teaching his dad about rate buy downs.That’s what our Preapproval Game Plan does. It’s not a one line letter. It’s a short video that lays out what you can afford, compares loan options, shows the true monthly payment, and gives you something you can share with family or your advisor so everyone’s on the same page.Want your own custom game plan? Drop “Game Plan” below or DM me and I’ll send one.

08/12/2025

When a deal is falling apart, most people scramble.We already have the backup plan ready. 🛠️That’s why we can turn a nightmare closing into a smooth one, even on a tight timeline.

08/08/2025

Investors and agents, meet Gabe Candea In this clip he explains how a Delaware Statutory Trust inside a 1031 can check three big boxes at once. More cash flow. Principal preservation. Little to no management. If you want your income back and your weekends back, I’m happy to connect you with Gabe. Not tax or legal advice Talk with your CPA to see if a DST makes sense for you.