Today’s guest on the Mitlin Money Mindset™ is Warren Goldberg. He’s the President of Mortgage Wealth Advisors, Inc. and a Certified Mortgage Planning Specialist®. He also is a published author. Warren is a recognized mortgage expert who is frequently sought after by homebuyers, realtors, CPAs, and attorneys for his knowledge, advice, and guidance. Warren has a reputation for developing long-term Relationships with his clients and for staying in touch long after the closing. His clients regularly express their trust and appreciation by recommending friends and Family. Warren has helped thousands of clients own their homes, refinance their mortgages, restructure their debts, and invest in Real Estate. He’s a true consultant and a gentleman.
You will want to hear this episode if you are interested in…
- How did Mortgage Wealth Advisors, Inc. come to be? [2:04]
- What is a Certified Mortgage Planning Specialist® and why is that important? [4:17]
- What are the benefits of somebody using a mortgage advisor vs big banks [6:24]
- Steps that first time home buyers should take before looking to buy a home [12:14]
- Important factors to consider when looking at a mortgage [16:20]
- The mindset & driving factors when it comes to the length of a mortgage [19:23]
- Rates are at all-time lows, what does this mean to a buyer? [24:19]
- What Warren did today that put him in the right mindset for success? [28:10]
Resources & People Mentioned
- Call Mortgage Wealth Advisors, Inc. at (516) 584-7218
Connect with Warren Goldberg
Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest’s content linked on this site.
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Lawrence “Larry” Sprung, CFP® is a husband, father, entrepreneur and mental health advocate.
Larry is the author of the Amazon Bestselling book “Financial Planning Made Personal” and the also host of the Mitlin Money Mindset™ a podcast that reminds you to ask yourself “What did you do today that brought you joy?®”
In 2004 he founded Mitlin Financial, Inc. naming the firm memory of Larry’s wife’s grandfather, Mitchell, and his mother, Linda. During his career, Larry has found that a lot of industry terms and concepts can seem confusing to outsiders. That’s why he works with the families he serves to break down complex financial topics into easy-to-understand concepts.
In recognition of Larry’s significant contributions to his profession, he has received quite a few awards. In 2021, Larry was named to the Investopedia 100 Top Advisors in 2021 and was even more humbled to make their Top Ten list for 2022.
Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created in memory of his brother-in-law.
Larry values his family tremendously and his desire to do right by his wife and two sons drives who he is in and out of the office.
