25 min
Leaving the House for the Kids Educated Freedom
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- Investing
Andrew shares with us a thoughtful perspective when planning for a financial future, specifically with House and money. He talks about painting a visual perspective when they are gone, decisions to be made with the House when they’re gone, Potential Unintended Consequences, Solutions + Cashflow Tip - SS Check Tax Deductible.
Highlights
Owning our own house - 1:11 Keeping or selling the house - 11:12 Leaving the house - 12:42 A cash flow tip for you - 16:31 Schedule a conversation - 20:52
Episode Resources Connect with Andrew Windham https://www.linkedin.com/in/andrewwindham https://twitter.com/andrewwindham?lang=en AWindham@CollegePlanningInstitute.com Coffee & Cashflow link: https://calendly.com/college_planning_institute/coffeecashflowconversation Date of Death Appraisal https://www.truelegacyhomes.com/date-of-death-appraisal/ IRS FAQs on Estate Tax
https://www.irs.gov/businesses/small-businesses-self-employed/frequently-asked-questions-on-estate-taxes
Andrew shares with us a thoughtful perspective when planning for a financial future, specifically with House and money. He talks about painting a visual perspective when they are gone, decisions to be made with the House when they’re gone, Potential Unintended Consequences, Solutions + Cashflow Tip - SS Check Tax Deductible.
Highlights
Owning our own house - 1:11 Keeping or selling the house - 11:12 Leaving the house - 12:42 A cash flow tip for you - 16:31 Schedule a conversation - 20:52
Episode Resources Connect with Andrew Windham https://www.linkedin.com/in/andrewwindham https://twitter.com/andrewwindham?lang=en AWindham@CollegePlanningInstitute.com Coffee & Cashflow link: https://calendly.com/college_planning_institute/coffeecashflowconversation Date of Death Appraisal https://www.truelegacyhomes.com/date-of-death-appraisal/ IRS FAQs on Estate Tax
https://www.irs.gov/businesses/small-businesses-self-employed/frequently-asked-questions-on-estate-taxes
25 min