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The Living Legacy with Jordan Thomson - See the joyful, real-time impact of your gift

Graceful Aging by Design

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The Living Legacy with Jordan Thomson - See the joyful, real-time impact of your gift

13 просмотров · 4 месяца назад
Graceful Aging by Design
15 подписчиков
13 просмотров · 4 месяца назад
Joining us today is Jordan Thomson from Citywide Mortgage Services. We appreciate her coming on the show to share with us her thoughts on passing on living legacy through utilizing high-level mortgage strategies. 00:00 - Introduction 01:40 – Plan Your Living Legacy 04:00 – Gift of Money 05:00 – Understand How the Gift May Affect Your Retirement 09:09 – Protect Your Gift with Estate Planner 10:45 – Sharing Debts or Assets: Repercussion of Co-Signing 11:43 – Sharing Debts or Assets: Repercussion of Sharing Bank Account 12:50 – Sharing Debts or Assets: Repercussion of Adding Children to Title 14:11 – Sharing Debts or Assets: Distribution Among Multiple Children 17:27 – Living Legacy Beyond the Money: Teach How To Manage Money 19:18 – Learn to Understand Your Mortgage 21:00 – It's a Forced Saving for Your Future 22:45 – Leverage Equity in Your Home to Build Business 26:52 – Episode Summary Share your thoughts and feedback in the comment section. Or join our community on Facebook:   / gracefulaging.bc   Resources Mentioned: 🌐For more information and updates on financing changes for your home, you can check out Jordan’s Website: https://jordanthomson.ca Contact & follow the nice people who brought this content to you Jordan Thomson, mortgage broker at Citywide Mortgage Services: https://jordanthomson.ca Frank Fu IG @frankfurealtybc | https://frankfu.realtor Corina Stainsby IG @corina.realestatespecialist | https://stainsbyrealestate.com Carol Chiu IG @yvr.agent.carolchiu Co-producers: Frank Fu Corina Stainsby Carol Chiu Filming, Editing & Voice Over by Carol Chiu ------ Disclaimer: The information provided on this channel and in our videos is for educational and informational purposes only. It is not intended as a substitute for professional medical, legal, or financial advice. We are licensed Realtors in British Columbia; however, the content of this channel is a community-focused resource and does not constitute a real estate agency relationship. Always seek the advice of a qualified physician, lawyer, or financial advisor regarding your specific circumstances.