Financial Planning for Homebuyers: Insights from a CFP - EP 11

In this episode, Jeannie Sekulow Posner speaks with a Certified Financial Planner, Ray Godleski about how individuals and business owners can strategically prepare to buy a home. They discuss budgeting, down payments, 401(k) options, emergency funds, real estate as part of a portfolio, rental strategies, and long-term financial planning to build stability, flexibility, and confidence through every stage of homeownership.

🎧 Hosted by: Jeannie Sekulow Posner

👤 Guest:🖋 Ray Godleski

⭐ Guest Bio

Ray Godleski is the Georgia-based President of Southeast Wealth Partners. As a CFP® professional with an MBA, he delivers actionable financial recommendations to business owners and those hyper-focused on retirement. Specializing in growth strategies, wealth management, and financial planning, Ray helps clients make immediate improvements to their financial future. He also shares his expertise as the host of the "Financially Fluent" podcast and is a frequent guest on various business and finance shows.Jeff Morrell.

💡 Key Topics Covered

✔️ How to financially prepare to buy a home

✔️ Budgeting strategies for future homeownership

✔️ Responsible use of 401(k) funds for real estate

✔️ Financial planning insights for business owners

✔️ Building emergency funds and long-term stability

📇 Connect with Guest:

📘 Facebook → https://www.facebook.com/Native2Atlanta

📱 Instagram → https://www.instagram.com/financiallyray

🔗 LinkedIn → https://www.linkedin.com/in/raygodleski/

📇 Connect with Jeannie Sekulow Posner:

📷 Instagram → https://www.instagram.com/jeanniesekulowposnerrealtor/

📘 Facebook → https://www.facebook.com/jeannie.posner/

🔗 LinkedIn → https://www.linkedin.com/in/jeanniesekulowposnerrealtor/

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

⭐ Produced by Icons of Real Estate – https://iconsofrealestate.com/

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