Episode 2: What is important when building versus buying a home?

12/19/24 • 37 min

In this episode we discuss the many factors that are important in deciding if you should build a new home or buy an existing home, including

What are the pros and cons of buying new?
What are the pros and cons of buying an existing home?
What financial impact does buying a home have on your financial goals?

and many more!

Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance.

In this episode we discuss the many factors that are important in deciding if you should build a new home or buy an existing home, including

What are the pros and cons of buying new?
What are the pros and cons of buying an existing home?
What financial impact does buying a home have on your financial goals?

and many more!

Previous Episode

Episode 1: What is your philosophy of gifting wealth?

In this episode we discuss the essentials of planning for gifting your wealth to future generations or causes you support. We discuss:

When is the right time to start gifting?
How do you handle the family dynamics of gifting?
Can you ensure that gifts are spent wisely?

and many more!

Next Episode

Episode 3: Does wealth improve your health and how can you make things easier for your heirs?

This episode explores the intersection of wealth and life expectancy, delving into how financial status influences access to healthcare, diet, and overall quality of life. The discussion also addresses the role of health tech devices, such as smartwatches, in monitoring and potentially improving health outcomes. Additionally, the conversation covers essential estate planning strategies to ensure a smoother transition for heirs, including the importance of communication, planning for funeral arrangements, and the use of trusts and wills.