We're excited to announce the launch of "Kaz's Korner," a new podcast hosted by our Managing Partner and Senior Wealth Manager, Adam Kazinec. This fresh addition to the financial podcast landscape aims to bring clarity and practical insights to complex financial topics without the typical industry jargon.
Listen to the First Episode:
Beyond the Down Payment | Real Talk About Home Buying in 2024
In this debut episode, Adam sits down with Zach Davidson, a senior mortgage lender with Neighborhood Mortgage, for an eye-opening discussion about today's housing market. Their conversation challenges common misconceptions about home buying while offering practical strategies that could save listeners thousands of dollars.
Key insights from the episode include:
- Why the traditional 20% down payment might not be your best strategy
- The surprising truth about who you should talk to first when house hunting
- Strategic timing tips for closing on your home
- How to navigate the current housing inventory challenges
- Inside knowledge about mortgage insurance and lending criteria
Why Kaz's Korner?
With over 15 years of experience in financial services, Adam has consistently heard one common refrain from clients: "Why didn't they teach us this in school?" Kaz's Korner answers this call by breaking down essential financial concepts into digestible, actionable information for listeners.
What Makes This Podcast Different?
Kaz's Korner isn't your typical financial podcast. Adam brings his generational experience in financial services and straightforward communication style to each episode, ensuring listeners walk away with clear, practical knowledge they can apply to their financial lives. The podcast combines expert insights with real-world applications, making complex financial topics accessible to everyone.
About the Host
Adam Kazinec comes from a lineage of expertise in financial services, following in the footsteps of his father who has been serving clients since the 1980s. As Managing Partner and Senior Wealth Manager at Convergent Financial Partners, Adam has grown up immersed in the world of financial services and has witnessed firsthand the tremendous impact that a dedicated and knowledgeable financial team can bring to individuals and families.
His professional credentials include:
- Chartered Life Underwriter (CLU®) from The American College of Financial Services
- Chartered Financial Consultant (ChFC®) from The American College of Financial Services
- Bachelor of Business Administration in Risk Management & Insurance from The University of Georgia
- Qualifying Member of MDRT's Court of the Table
Throughout his 15-year career, Adam has served the industry in various leadership roles, including talent acquisition, coaching, and helping advisors build more productive businesses. His clients appreciate his approachable nature, candid communication style, and sincere concern for their loved ones.
Beyond his professional work, Adam is deeply committed to his community, serving on the Board of Trustees of the Jewish Federation of Greater Atlanta and actively contributing his time, expertise, and resources to various causes. When he's not helping clients navigate their financial futures, Adam enjoys spending quality time with his wife, Brittany, and son, Jack, and hosting pizza parties for friends.
Subscribe and Stay Connected
Don't miss future episodes of Kaz's Korner! Subscribe to the podcast on your favorite platform and follow Convergent Financial Partners on social media for updates about new episodes and featured topics.
We look forward to sharing more valuable financial insights with you as we continue our mission to educate and empower our community.