Paul S.  Henderson, REALTOR®, CRS, South Puget Sound Washington Agent/Broker! (Fathom Realty Washington LLC)

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Rainmaker
760,677
Pete Xavier
Investments to Luxury - Pacific Palisades, CA
Outstanding Agent Referrals-Nationwide

Yes I do, I'm in the investment and insurance field. Highly likely that gold mine "opportunity" was a sham.

Feb 03, 2018 11:09 PM
Rainmaker
3,369,246
Nina Hollander
Coldwell Banker Realty - Charlotte, NC
Your Charlotte/Ballantyne/Waxhaw/Fort Mill Realtor

Oh my goodness, never. I can refer them to various professional financial advisors if they ask, but I don't ever provide advice per se.

Feb 04, 2018 04:31 AM
Rainmaker
787,792
Candice A. Donofrio
Next Wave RE Investments LLC Bullhead City AZ Commercial RE Broker - Fort Mohave, AZ
928-201-4BHC (4242) call/text

Ew, not like that!

Feb 04, 2018 05:51 AM
Ambassador
2,413,523
Fred Griffin Tallahassee Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

  Buy real estate.  

  Be sure to ask your inspector how that gold mine is paying off.

Feb 04, 2018 06:59 AM
Ambassador
4,305,187
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Paul S. Henderson, REALTOR®,CRS, - I ask them to consult their financial advisor.

Feb 03, 2018 11:00 PM
Rainmaker
1,875,003
Michael J. Perry
KW Elite - Lancaster, PA
Lancaster, PA Relo Specialist

I have invested in buying Rental Properties since age 21 and I share my experiences ,

Feb 04, 2018 07:35 AM
Rainmaker
1,253,640
Anthony Acosta - ALLATLANTACONDOS.COM
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

I do not because I am not a Financial Adviser.

Feb 04, 2018 07:11 AM
Rainmaker
1,589,660
Lyn Sims
RE/MAX Suburban - Schaumburg, IL
Schaumburg Real Estate

That's not financial advice that's pitching a product or stock. 

I think financial advice would be how to clean up your credit or write letters to get things cleared up. That's all.

Feb 04, 2018 07:04 AM
Rainmaker
597,132
Peter Testa
Nationwide Homes - Danbury, CT
PETER TESTA

Like investing advice? No, but I will help with info on what's needed for a mortgage  preapproval & who they can contact, run numbers through a mortgage calculator for them, things related to selling them a house.

Feb 04, 2018 06:04 AM
Rainmaker
772,671
Jeff Pearl
RE/MAX Distinctive / LIC in VA - Lovettsville, VA
Full Service Full Time Realtor

No actual financial advice, but might point out that they should do some more research before deciding, check with a CPA, etc.

Feb 04, 2018 04:02 AM
Rainmaker
3,102,134
James Dray
Fathom Realty - Bentonville, AR
Exceptional Agents, Outstanding Results

No sir, that is beyond my pay grade

Feb 04, 2018 02:08 AM
Ambassador
4,559,965
Bob Crane
Woodland Management Service / Woodland Real Estate, Keller Williams Fox Cities - Stevens Point, WI
Forestland Experts! 715-204-9671

Those asking for advice in investing in forestland or homes will receive the benefit of my expertise.

But I know very little about South African gold so I will not be coaching or selling anyone on this opportunity.

Feb 04, 2018 12:10 AM
Rainmaker
498,761
Diana Dahlberg
1 Month Realty - Pleasant Prairie, WI
Real Estate in Kenosha, WI since 1994 262-308-3563

No I do not, but I do direct them to someone more qualified to answer investment/financial questions.

Feb 04, 2018 12:23 PM
Rainmaker
970,306
Thomas J. Nelson, Realtor e-Pro, CRS, RCS-D, Vets
Big Block Realty 858.232.8722 - La Jolla, CA
& Host of Postcards From Success Podcast

I'd never ambush them with a sales pitch like that, no.

Nor do I like a lender, CPA or financial advisor would.

I share real stories or success and failures with them so they can make informed decisions and then refer them to the above professionals.

Feb 04, 2018 09:21 AM
Rainmaker
3,486,215
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Nope, everybody has their own thoughts. When asked, I will answer with another question. Food for thought but no conclusions!

Feb 04, 2018 06:23 AM
Rainmaker
5,268,993
Barbara Todaro
RE/MAX Executive Realty - Franklin, MA
Marketing Agent for The Todaro Team

my clients were usually new home builders.... when a buyer wandered in and did not want a buyer's agent, I discussed financing with them and directed them to my mortgage contact.... if they were not financable, I'd get them financed myself...

Feb 04, 2018 06:08 AM
Rainmaker
3,062,918
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Jeff Pearl nailed this one!

Feb 04, 2018 05:04 AM
Rainmaker
577,089
Gloria Valvasori, Accredited Senior Agent
BETTER HOMES AND GARDENS REAL ESTATE SIGNATURE SERVICE - Mississauga, ON
REAL Experience | REAL Commitment | REAL Results!

I never give advice that is not within the realm of my expertise, Real Estate.  For financial legal or otherwise, I refer them to the appropriate professional.

Feb 04, 2018 04:08 AM
Rainer
273,859
Curtis Evans
Cabin Realty LLC/ USA, Licensed in Louisiana - Golden Meadow, LA

No way !!

 

Feb 04, 2018 03:23 AM
Rainmaker
1,273,458
Valeria Mola
SIB Realty - Miami, Sunny Isles Beach - Sunny Isles Beach, FL
305-607-0709 SIB Realty Condos for Sale and Rent

No, I don't give any advices.

Jan 06, 2019 04:12 PM
Ambassador
2,192,409
Debbie Laity
Cedaredge Land Company - Cedaredge, CO
Your Real Estate Resource for Delta County, CO

I relate personal experiences, but advise them to seek the advice of a professional in that area. 

Feb 08, 2018 08:28 PM
Rainer
128,765
Anthony Kirlew
Group 46:10 Network @ eXp Realty - Gilbert, AZ
Helping You Make Fiscally Sound Choices

That seems like a stretch. I would definately give my advice it is was related and recommend that they meet with a professional for further assistance.

What your inspector did sounds more like a pitch than financial advice.

Feb 06, 2018 08:18 PM
Rainmaker
4,266,300
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Heck no, always tell them a CPA or a financial investment company would be a better source of information.

Feb 06, 2018 12:54 PM
Rainmaker
138,843
Denise Copeland
Home Sales Palm Beach - Jupiter, FL
Jupiter Abacoa Sales & Beach Front Luxury Homes

Absolutely not. The only thing I am will to do is tell them about my personal experiences and refer them to someone who is an expert in the industry.

Feb 05, 2018 09:24 AM
Rainmaker
563,107
Maria Sapio
Keller Williams of Central PA - Carlisle, PA
Real Estate Agent- Carlisle, PA. Mariasapio.com

No...and that 'gold mine' sounds 'fishy' ...

Feb 05, 2018 06:50 AM
Rainmaker
4,798,170
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

No, but if they ask, I may give an opinion if it's real estate related.

Feb 05, 2018 06:07 AM
Rainmaker
1,505,323
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • Green • GRI • HAFA • PSC Calabasas CA

If he is a good inspector and does something on the side, it does not bother me.

Feb 04, 2018 07:33 PM
Rainmaker
517,228
Abby Stiller
REMAX Realty Group - Cape Coral, FL
Professional Bilingual Realtor (239) 284-8637

Nope

Feb 04, 2018 06:53 PM
Ambassador
3,984,754
Debbie Reynolds
Platinum Properties - Clarksville, TN
Your Dedicated Clarksville TN Real Estate Agent

Yes I do. I mention often to all my buyers that investing in rental property may be a very good strategy to build wealth for retirement. Then I send then to their accountant for more details.

Feb 04, 2018 04:58 PM
Rainmaker
3,985,260
William Feela
WHISPERING PINES REALTY - North Branch, MN
Realtor, Whispering Pines Realty 651-674-5999 No.

I advise them to seek proper financial professionals

Feb 04, 2018 03:22 PM
Rainmaker
569,781
Tony Lewis
RE/MAX of Valencia (Hall of Fame) 30 year Valencia Resident - Valencia, CA
Summit Real Estate Santa Clarita & OC Laguna Nigel

I give advice all the time on all situations when requested and when it is not requested.  Sometimes the advice is to ask someone else like an expert in the field, a CPA, Doctor, Attorney, Teacher...

Feb 04, 2018 01:07 PM
Rainmaker
5,678,184
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

My financial advice is limited to the transactions in progress.

Feb 04, 2018 12:36 PM
Rainmaker
395,918
Mike & Cindy Jones
Berkshire Hathaway HomeServices Florida Network Realty - Jacksonville, FL
Real Estate - (904) 874-0422 - Jacksonville, Fl

No No No. Even though I stayed at a Holiday Inn last night

Feb 04, 2018 11:55 AM
Rainmaker
3,346,659
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

No,  I sell homes only.

 

Feb 04, 2018 11:54 AM
Ambassador
2,930,102
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

yes and no.  I do tell them things like "make sure to dicuss with your loan officer the impact that making a new purchase during the contract period would have" and things like that which could be seen as financial advice.

Feb 04, 2018 11:24 AM
Rainmaker
657,401
Carla Freund
Keller Williams Preferred Realty - Raleigh, NC
Carolina Life RealEstate & Relocation 919-602-8489

No. We're not supposed to give financial advice. Plus, not knowing the big picture, you could give damaging advice.

Feb 04, 2018 11:17 AM
Rainer
206,425
Bob Betel
Allstar Home Mortgage, Inc. - Sweetwater, TN
President, Allstar Home Mortgage, Inc

I do since I am a mortgage broker, but others should not.

Feb 04, 2018 10:37 AM
Rainmaker
2,857,161
Kathleen Daniels
KD Realty - 408.972.1822 - San Jose, CA
San Jose Homes for Sale-Probate & Trust Specialist

No. I do not. I refer them to qualified professionals that I know and trust. 

I've been invited by several clients to get involved in World Financial selling life insurance.  Not my thing ... I graciously explained. 

Feb 04, 2018 10:20 AM
Rainmaker
2,949,218
John Pusa
Berkshire Hathaway Home Services Crest - Glendale, CA
Your All Time Realtor With Exceptional Service

Paul S. Henderson, REALTOR®,CRS, I never give financial advice.

Feb 04, 2018 09:22 AM
Rainmaker
746,743
John Juarez
The Medford Real Estate Team - Fremont, CA
ePRO, SRES, GRI, PMN

With a background as a bank manager, a bachelor’s degree in Finance, and many years of personal experience with my own finances, I know enough give basic advice. I refer clients to experts when they get serious about needed direction.

Feb 04, 2018 09:14 AM
Rainmaker
1,249,829
Donald Urschalitz
Lubeck Realty Group - Jupiter, FL
P.A. Realtor ABR RSPS North Palm Beach County

No even if I know the answer to a question.

Feb 04, 2018 09:03 AM
Rainmaker
1,286,957
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

"Buy low, sell high" and "save your pennies for a rainy day"

Feb 04, 2018 08:44 AM
Rainer
230,724
Mike Rock
Complete Design - Granite Bay, CA
Granite Bay Luxury New Construction...For Less

i give any advice that is personal and relevant and requested, but since i am not a financial adviser , i stay away from that. i stick to what i have experience on. 

Feb 04, 2018 08:07 AM
Rainmaker
67,098
Cathy Starkweather
La Rosa Realty, LLC. - Celebration, FL

No, I do not since I'm not a licensed financial advisor. I'm happy to answer investment questions on real estate but not personal finances.

Feb 04, 2018 07:36 AM
Rainmaker
439,496
Lynnea Miller
Bend Premier Real Estate - Bend, OR
Premier Real Estate Service in Central Oregon

i do not.  I have no license nor liability insurance connected with financial planning.

Feb 04, 2018 07:22 AM
Rainmaker
4,734,468
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

Paul,

I would not, I would advise them to talk to a professional.  A

Feb 04, 2018 07:03 AM
Rainmaker
2,532,487
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

If asked I can give feedback and input

Feb 04, 2018 06:39 AM
Rainmaker
1,395,677
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

Paul S. Henderson, REALTOR®,CRS, Only within the scope of being a real estate Broker. Anything beyond this basic information, they should consult with their accountant.

Feb 04, 2018 06:18 AM
Rainmaker
3,123,188
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of the Manchester NH's area Leading Agents

I would have asked for some free gold samples before going. 

Feb 04, 2018 06:13 AM
Ambassador
2,001,684
Silvia Dukes PA, Broker Associate, CRS, CIPS, SRES
Tropic Shores Realty - Ich spreche Deutsch! - Spring Hill, FL
Florida Waterfront and Country Club Living

No,I am not a CPA, CFP and don't play one neither.

Feb 04, 2018 06:09 AM
Rainmaker
761,077
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

Although I used to be licensed (expired) to do so, I do not now as it would not be appropriate.

Feb 04, 2018 06:04 AM
Rainmaker
3,286,747
Richard Weeks
Dallas, TX
REALTOR®, Broker

No, but I point them in the right direction.

Feb 04, 2018 05:58 AM
Rainmaker
705,843
Richard Bazinet /MBA, CRS, ABR
West USA Realty - Scottsdale, AZ
Phoenix Scottsdale. Sellers, Buyers & Relocations

Well of course not.... but I must admit that I do give pointers and point out certain tings they should be investigating with their associated pros, the questions they should be asking - all related to real estate. 

Feb 04, 2018 05:55 AM
Rainmaker
801,750
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

I do not give NON-REAL ESTATE financial advise.

When real estate is 50% of market value my advise is buy it or get out of my way. 

Do I encourage others to purchase things that will prove beneficial to them AND sometimes to me, of course. 

Feb 04, 2018 05:08 AM
Ambassador
1,702,155
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

We all do in a way but to tell someone to do somewthing based on your belief and you are not a CPA is dangerous.

Feb 04, 2018 04:58 AM
Rainmaker
1,527,719
Kat Palmiotti
406-270-3667, kat@thehousekat.com, Broker, Blackstone Realty Group - brokered by eXp Realty - Kalispell, MT
The House Kat

No. 

Feb 04, 2018 03:57 AM
Rainmaker
562,462
Eve Alexander
Buyers Broker of Florida - Orlando, FL
Exclusively Representing ONLY Orlando Home Buyers

No.

Eve

Feb 04, 2018 03:03 AM