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
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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
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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.