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Content provided by Anuja Pereira and Dan McMullen, Anuja Pereira, and Dan McMullen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anuja Pereira and Dan McMullen, Anuja Pereira, and Dan McMullen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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S2E4: Keeping your family cottage IN the family - with Dan McMullen

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Manage episode 425516860 series 3455227
Content provided by Anuja Pereira and Dan McMullen, Anuja Pereira, and Dan McMullen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anuja Pereira and Dan McMullen, Anuja Pereira, and Dan McMullen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we flipped the script and interviewed BTB Co-Host Dan McMullen.
It is certain that a lifestyle advantage of being a teacher is having the summer months off. Many teachers take advantage of this and spend time lakeside at a family cottage.

In this episode, Dan shares how he is helping cottagers navigate the new realities of cottage ownership. Capital gains taxes, property taxes and rising maintenance costs are a real threat to cottage ownership.
Being a Licensed Life Insurance Advisor, Dan explains how he is using cash value life insurance to help cottagers put a legacy plan in place to secure the family cottage for generations to come.

****
Follow us on Instagram and join our community on Facebook

We are always looking for new guests from across the country.
Do you know an educator who is on a journey of intentional lifestyle design and financial freedom outside the classroom? If so, email us at beyondthebellteachers@gmail.com
Connect with us:
Anuja: anuja@anujapereira.com
Dan: dan@cashflowcrew.ca

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 425516860 series 3455227
Content provided by Anuja Pereira and Dan McMullen, Anuja Pereira, and Dan McMullen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anuja Pereira and Dan McMullen, Anuja Pereira, and Dan McMullen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we flipped the script and interviewed BTB Co-Host Dan McMullen.
It is certain that a lifestyle advantage of being a teacher is having the summer months off. Many teachers take advantage of this and spend time lakeside at a family cottage.

In this episode, Dan shares how he is helping cottagers navigate the new realities of cottage ownership. Capital gains taxes, property taxes and rising maintenance costs are a real threat to cottage ownership.
Being a Licensed Life Insurance Advisor, Dan explains how he is using cash value life insurance to help cottagers put a legacy plan in place to secure the family cottage for generations to come.

****
Follow us on Instagram and join our community on Facebook

We are always looking for new guests from across the country.
Do you know an educator who is on a journey of intentional lifestyle design and financial freedom outside the classroom? If so, email us at beyondthebellteachers@gmail.com
Connect with us:
Anuja: anuja@anujapereira.com
Dan: dan@cashflowcrew.ca

  continue reading

26 episodes

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