These short 2-4 minute video segments will give you a big return on your small investment of time.

Sometimes you don’t have the time to watch an entire video class.

Puzzle Piece videos explain some of the most important things that you need to know as a homeowner. 

Puzzle Pieces Videos


The information contained in this video is for informational purposes only and does not form a professional relationship. The content is provided "As Is" and without warranties of any kind, either implied or expressed. Brian Schwatka does not promise or guarantee any income or particular result from your use of the information contained in this video and assumes no liability or responsibility for errors, omissions, or other results from your use of the information contained herein. Please contact Brian Schwatka to make an appointment to evaluate your specific situation and to determine the best course of action for you.

Step Zero
at the end

Step 1

Self Eval: Where are we now?

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

What to do when a co-owner Passes Away

Capital Gains & 
Word Definitions 

Calculating Net Proceeds When Selling a Home

Capital Gains tax rules changed on 5/7/97

Interviewing a Realtor

Selling a Home As-Is

Home Preparation
Return on Investment

Downsizing your Life
and Your Belongings

Contemplating an Active Adult Retirement Community

Retaining/Transferring your Prop 13 Property Tax Basis

The Real Estate

Transaction Timeline

Selling a home to Cash-Out

Renting a home to Cash-Flow

Coming Soon (see list below)


More Puzzle Pieces

Coming Soon

I record one new video every week or so and these are just a fraction of what we teach in the live workshops or in a personal consultation. Schedule an appointment with me today to discuss any of the topics below!

  • Title companies and escrow: what do they do and what to expect?

  • Discount Brokers and Realtors (Save Money or Make Money?...)

  • Pricing your home to sell, not sit.

  • The importance of staging a home for the market

  • Luxury Home Sales

  • Exit Strategies: 

    • Buy 1st or Sell 1st?​

    • 1031 tax exchange (Selling investment properties)

    • Probate: what is it and how do we avoid it?

  • Creative Purchasing Strategies:

    • Reverse Mortgage for purchases​

    • Bridge Loans

    • New housing developments (Don't go alone!!)

    • Seniors Communities (what are the differences?)

    • The costs of staying vs. going

  • Relocation: Get introduced to a hand selected, qualified Realtor

    • Santa Rosa​

    • Sacramento and the surrounding areas

    • Boise, Idaho and the surrounding areas

  • Homeownership 101 series (for those who are staying):

    • ​​Cash Flow is King – Your Financial Plan

    • Reverse Mortgage Basics

    • Home safety

    • Home inspections and maintenance

    • In home care services

  • What's Next?
    • Stay in your home with positive cash-flow​
    • Stay in your home with negative cash-flow
    • You might want to go, but you're not quite sure
    • You're 100% sure you WANT to go
    • You're 100% sure you CAN go