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Money, Money, Money: Do I Have Enough?
Manage episode 353927466 series 3440448
Sisällön tarjoaa Judy Gratton and Dennis Day, Judy Gratton, and Dennis Day. Judy Gratton and Dennis Day, Judy Gratton, and Dennis Day tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
In a perfect world, you could sell the family forever home, live off the cash, and start a new life, doing whatever you want. Unfortunately, it usually isn't that simple. There is so much more to downsizing then, sell and go. Such a big change can be challenging because there are so many different things at play when getting ready to make a life changing transition like: your income and expenses, taxes, social security, estate planning, wills, and trusts. The big question is: Do you have enough money to do what you want to do?
That's why we invited Mike Rue of Evergreen Wealth Management to be our guest for episode 8; Time to Downsize: Can You Afford It? Mike shares his knowledge of wealth management, to give you listeners insights into the process of downsizing, and tips and strategies to find out if your plans fit your budget.
Mike Rue takes a holistic approach to downsizing when he advises his clients. He works with vetted professionals: like estate planners, accountants and tax advisors, and quality real estate brokers like the Edge Group Team, so your decisions are based on a complete picture of your life's situation.
Join Dennis Day and Mike Rue to learn how you can make your downsizing decisions work for you and your budget for a successful process.
Website: https://www.evergreenwealthmanagers.com/contact-us/
Email: Mike@evergreenplanning.com
Edge Group Team Website: www. edgegrouprealestateservices.com
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