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.

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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.

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This should be a green arrow with text in it

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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