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Gifting Strategies in a Challenging Housing Market

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Manage episode 383200491 series 2794795
Content provided by Karl Eggerss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karl Eggerss 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.

With elevated housing prices combined with rapidly rising interest rates, purchasing a home hasn't been this challenging since 1984. This is according to a recent report by Intercontinental Exchange. Because of this, many parents and/or grandparents are wanting to help members of their family get into their first home. On this podcast, Karl welcomes guest Barry Beal, CPWA® to the podcast to discuss various gifting strategies for first time homebuyers.

Topics discussed on this podcast:

  • Housing Affordability
  • Legacy
  • Gifting Strategies
  • Mortgages
  • Estate Planning

For more information, go to https://www.creatingricherlives.com

#housingaffordability #firsthome #mortgage #gifting #today #listening @CAPTRUST

  continue reading

263 episodes

Artwork
iconShare
 
Manage episode 383200491 series 2794795
Content provided by Karl Eggerss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karl Eggerss 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.

With elevated housing prices combined with rapidly rising interest rates, purchasing a home hasn't been this challenging since 1984. This is according to a recent report by Intercontinental Exchange. Because of this, many parents and/or grandparents are wanting to help members of their family get into their first home. On this podcast, Karl welcomes guest Barry Beal, CPWA® to the podcast to discuss various gifting strategies for first time homebuyers.

Topics discussed on this podcast:

  • Housing Affordability
  • Legacy
  • Gifting Strategies
  • Mortgages
  • Estate Planning

For more information, go to https://www.creatingricherlives.com

#housingaffordability #firsthome #mortgage #gifting #today #listening @CAPTRUST

  continue reading

263 episodes

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