Skip to main content
Greg Monroe

Greg Monroe

American former basketball player

Oct 3, 2026

13:10
We walk through clients on, hey, where does the money actually come from? So Greg, why don't you kind of speak about, hey, all the different options you looked at to get her this money to buy the condo and ultimately where you landed on, on where to take it and how that went.
13:25
Yeah.
13:26
With Susan, I've known her for a long time, and what was important was listening to her as I gave her different options.
13:36
One option to buy this condo had to do with her financing it, having a bridge loan to put down the down payment.
13:42
I walked her through that, told her what the interest cost would be, and then I also said, hey, the other alternative is you just take all the money out from me.
13:50
Pay the taxes and then you don't have a mortgage.
13:53
And I walked her through the math and I could hear her in her voice that she wasn't comfortable with paying all that interest.

27 MINS LATER

41:10
What are some smart ways to do that without jeopardizing our own retirement? Greg, I think this is such a great question.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.