Description

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