Stay or Go Homeowner
Deciding whether to stay in your home or make a transition to a new home may be one of the most important decisions you’ll make in your lifetime. As we age, the outcome of our decisions become extremely critical. What factors determine if you should stay in your home or make a transition to a new home?
The following puzzle-piece videos have been extracted out of the master webinar video, which is available at the bottom of this page.
The following videos are presented in chronological order to save you time.
Stay Or Go Homeowner Introduction
- Brian Schwatka, Realtor & Transition Specialist
- Stay Or Go System Framework/Introduction
- I MIGHT want to go..?..!... - We understand, it's difficult
- Transition Options & Choices: Lots of options, but only 2 choices - stay or go
>> These two options are explained in the WHERE module
The Importance of Making Good Decisions
Video Duration: apx. 8mins
Good Decisions are Critical as we age
The example of my Father's bad decision
Everything Counts - 5 Category Detailed Breakdown
Evaluating where you stand today
Video Duration: apx. 7 minutes
The holistic approach to real estate
How everything is interconnected
Evaluating Questions - 5 pages - Score yourself 1-5
Are you well balanced?
Creating Your "Postcard From the Future"
What does your perfect future look like?
Where do you want to go?
Can you get to where you're going?
Financial Planning for Success
Preparing to meet with a financial planner
Cash flow and net worth homework
Your Home's Value and Net Profit
CMA home value quote (CMA)
Seller's Net Sheet (Missing Cap Gains)
Capital Gains example (including Step-Up in basis)
Document Home Improvements
Estate Planning & Holding Title Correctly
What To Do if/when a Co-owner Passes Away
Probate: What is it and how to avoid it
Estate planning - Holding Title Correctly (chart)
15 Thought Provoking Questions
Taken from the end of the SOGH class
You only have TWO options - Stay or Go?
Age in Place with In-home care
Transition to a Retirement Community
Note: these two choices could be in any area of the world
If you are still not sure if you want to remain in your home or make a transition, you can click the Stay Or Go WHERE button below and continue to step 2 of your decision making process.
This should be a green arrow with text in it
STAY
If you know for sure that you want to age in place in your current home using in-home care services, please continue to the videos below about ageing in place.
ACTION ITEM: Make a video that says "I know you want to stay, but please watch this video before making your final decision
In home care vs. retirement living communities (1 hour video)
Ageing in Place - Safely
If you know for sure that you want to age in place in your current home using in-home care services, please continue to the videos below
Age in Place: Upgrade your home
Age in Place: Home safety services: Top 3 fall locations
In-Home Care - 101
What is it?
Activities of Daily Living (ADLs)
Pros and Cons
The in home care industry
The costs
Negative Cash Flow Option 1
Reverse mortgages to increase cash-flow
Negative Cash Flow Option 2
1031 Tax exchanges to increase cash-flow
I'm always here for you
Homeowner Analysis link and HOA intro video
Brian's Best Business Contacts
Feel free to use any of my amazing subcontractors to help you age-in-place
Link to Business contacts page
The "Stay or Go" Master Video
This could be the two videos from the LGS classes
I won't post them here, it will be a button to "request" the videos