P - u - z - z - l - e Pieces

​Breaking the Stay Or Go Homeowner classes into short video clips

Very short videos explaining various pieces of your Stay Or Go Homeowner puzzle

Disclaimer:
Brian Schwatka is a Realtor, not a CPA, tax person, estate planner, legal person or financial planner.  We will only be talking about general principles, not specifics, recommendations or advice.   The goal is to get you “thinking and preparing” for a transition.  The information contained in these videos should not be construed as investment, legal or tax advice, recommendations or solicitations.  Persons should seek independent advice for any issues that are not real estate related.

Puzzle Piece Video Clips - Intro
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Step Zero - Beginning at the end

Capital Gains and Word Definitions
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Capital Gains tax rules changed on 5/7/97

How to hold title correctly to get a full step-up in basis & avoid probate

What to do when a co-owner Passes...

Calculating Net Proceeds When Selling a Home

Interviewing a Realtor

Selling a Home As-Is

Home Preparation - Return on Investment

More Puzzle Pieces - Coming Soon!

Note: I record one new video every week or so and these are just a fraction of what we teach in the Stay Or Go Homeowner Classes.
  • Downsizing in a nutshell
  • Relocation (realtor introductions) and new housing developments
  • Real Estate Transaction Timeline
  • Rent it for cash-flow or Sell it for cash-out
  • Retaining your property tax basis (Prop 13, 60, 90)
  • The Listing agreement 
  • The Purchase Agreement
  • Cash Flow is King – Your Financial Plan
  • Reverse Mortgage Basics
  • 1031 tax exchange (Selling investment properties)
  • Seniors Communities (what are the differences?)
  • Buyer Tips (negotiation strategies, contract red flags)