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Content provided by Katherine Fox, CFP®, CAP® and Katherine Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Katherine Fox, CFP®, CAP® and Katherine Fox 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://ppacc.player.fm/legal.
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How Much Should You Spend on a House After Inheriting Millions?

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Manage episode 500294790 series 3518315
Content provided by Katherine Fox, CFP®, CAP® and Katherine Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Katherine Fox, CFP®, CAP® and Katherine Fox 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://ppacc.player.fm/legal.

Full episode and show notes @: sunnybranchwealth.com/blog/buy-house-with-inheritance

Have you inherited millions or received a huge gift from your parents to buy a house?
Just because you can afford that $3 million dream home, it doesn't mean you should buy it.
As a financial planner specializing in inheritance, I understand that navigating a home purchase can be challenging when traditional mortgage rules don't apply.
In this episode, I walk you through the framework I use to help Sunnybranch clients figure out how much house they can afford and, equally important, how much house they want.
You'll learn about the hidden costs of homebuying, how inheritors can avoid buying too much house, and how different types of inherited assets may change your home-buying strategy.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

  continue reading

29 episodes

Artwork
iconShare
 
Manage episode 500294790 series 3518315
Content provided by Katherine Fox, CFP®, CAP® and Katherine Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Katherine Fox, CFP®, CAP® and Katherine Fox 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://ppacc.player.fm/legal.

Full episode and show notes @: sunnybranchwealth.com/blog/buy-house-with-inheritance

Have you inherited millions or received a huge gift from your parents to buy a house?
Just because you can afford that $3 million dream home, it doesn't mean you should buy it.
As a financial planner specializing in inheritance, I understand that navigating a home purchase can be challenging when traditional mortgage rules don't apply.
In this episode, I walk you through the framework I use to help Sunnybranch clients figure out how much house they can afford and, equally important, how much house they want.
You'll learn about the hidden costs of homebuying, how inheritors can avoid buying too much house, and how different types of inherited assets may change your home-buying strategy.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

  continue reading

29 episodes

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