Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

080 | Investing in HOA Reserves Made Simple

32:49
 
Share
 

Manage episode 450738565 series 3470637
Content provided by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

See how HOA Invest simplifies management of your HOA reserves and boosts your financial security!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Get in Contact with HOA Invest: https://hoainvest.com/
Investing in your HOA reserves doesn’t have to be complicated. In this episode, Jessica McConnell and Mark Thatcher from HOA Invest share how their innovative service helps community associations manage and grow their reserve funds effortlessly. From opening a Schwab brokerage account to optimizing investment strategies, HOA Invest takes on fiduciary responsibility to ensure your funds are safe and generating the best possible returns. Whether you're a small self-managed association or a large community, learn how to avoid FDIC limits, streamline financial management, and make the most of every dollar. Don’t miss this insightful discussion on how to maximize your HOA’s reserve fund investments!
———
Chapters
00:00 Having Someone on Your Side
02:30 Introduction to Jessica McConnell & Mark Thatcher From HOA Invest
04:02 Why Jessica and Mark started HOA Invest
07:00 How HOA Invest shares the fiduciary responsibility with board members
08:23 Two risks when buying fixed income
10:34 HOA Invest’s Team
11:58 How to open an account with HOA invest
19:04 HOA Invest’s ease of use for the busy managers
21:42 Ad Break - HOA Invest
22:20 The Safety of HOA Invest
24:26 How HOA Invest keeps you under the FDIC insured limits
26:18 Can small HOAs work with HOA Invest?

Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!

Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Boardmember Merch Store!

Connect with Hosts on LinkedIn
Julie Adamen
Kevin Davis, CIRMS
Robert Nordlund, PE
Support Our Sponsors
Association Insights & Marketplace
Association Reserves
Community Financials
Kevin Davis Insurance Services
Stokelight Video & Marketing
The Inspectors of Election

  continue reading

Chapters

1. Having Someone on Your Side (00:00:00)

2. Introduction to Jessica McConnell & Mark Thatcher From HOA Invest (00:02:30)

3. Why Jessica and Mark started HOA Invest (00:04:02)

4. How HOA Invest shares the fiduciary responsibility with board members (00:07:00)

5. Two risks when buying fixed income (00:08:23)

6. HOA Invest’s Team (00:10:34)

7. How to open an account with HOA invest (00:11:58)

8. HOA Invest’s ease of use for the busy managers (00:19:04)

9. Ad Break - HOA Invest (00:21:42)

10. The Safety of HOA Invest (00:22:20)

11. How HOA Invest keeps you under the FDIC insured limits (00:24:26)

12. Can small HOAs work with HOA Invest? (00:26:18)

130 episodes

Artwork
iconShare
 
Manage episode 450738565 series 3470637
Content provided by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts: Robert Nordlund, Kevin Davis, Julie Adamen, Hosts: Robert Nordlund, Kevin Davis, and Julie Adamen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

See how HOA Invest simplifies management of your HOA reserves and boosts your financial security!
✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/
Get in Contact with HOA Invest: https://hoainvest.com/
Investing in your HOA reserves doesn’t have to be complicated. In this episode, Jessica McConnell and Mark Thatcher from HOA Invest share how their innovative service helps community associations manage and grow their reserve funds effortlessly. From opening a Schwab brokerage account to optimizing investment strategies, HOA Invest takes on fiduciary responsibility to ensure your funds are safe and generating the best possible returns. Whether you're a small self-managed association or a large community, learn how to avoid FDIC limits, streamline financial management, and make the most of every dollar. Don’t miss this insightful discussion on how to maximize your HOA’s reserve fund investments!
———
Chapters
00:00 Having Someone on Your Side
02:30 Introduction to Jessica McConnell & Mark Thatcher From HOA Invest
04:02 Why Jessica and Mark started HOA Invest
07:00 How HOA Invest shares the fiduciary responsibility with board members
08:23 Two risks when buying fixed income
10:34 HOA Invest’s Team
11:58 How to open an account with HOA invest
19:04 HOA Invest’s ease of use for the busy managers
21:42 Ad Break - HOA Invest
22:20 The Safety of HOA Invest
24:26 How HOA Invest keeps you under the FDIC insured limits
26:18 Can small HOAs work with HOA Invest?

Podcast Links:
Full Episode List
Watch On Youtube
Engage in the conversation!

Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected]
Nominate yourself or a Board Hero you Know!
Board Hero Nominations
Boardmember Merch Store!

Connect with Hosts on LinkedIn
Julie Adamen
Kevin Davis, CIRMS
Robert Nordlund, PE
Support Our Sponsors
Association Insights & Marketplace
Association Reserves
Community Financials
Kevin Davis Insurance Services
Stokelight Video & Marketing
The Inspectors of Election

  continue reading

Chapters

1. Having Someone on Your Side (00:00:00)

2. Introduction to Jessica McConnell & Mark Thatcher From HOA Invest (00:02:30)

3. Why Jessica and Mark started HOA Invest (00:04:02)

4. How HOA Invest shares the fiduciary responsibility with board members (00:07:00)

5. Two risks when buying fixed income (00:08:23)

6. HOA Invest’s Team (00:10:34)

7. How to open an account with HOA invest (00:11:58)

8. HOA Invest’s ease of use for the busy managers (00:19:04)

9. Ad Break - HOA Invest (00:21:42)

10. The Safety of HOA Invest (00:22:20)

11. How HOA Invest keeps you under the FDIC insured limits (00:24:26)

12. Can small HOAs work with HOA Invest? (00:26:18)

130 episodes

ทุกตอน

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play