S2E4: Keeping your family cottage IN the family - with Dan McMullen
Manage episode 425516860 series 3455227
In this episode we flipped the script and interviewed BTB Co-Host Dan McMullen.
It is certain that a lifestyle advantage of being a teacher is having the summer months off. Many teachers take advantage of this and spend time lakeside at a family cottage.
In this episode, Dan shares how he is helping cottagers navigate the new realities of cottage ownership. Capital gains taxes, property taxes and rising maintenance costs are a real threat to cottage ownership.
Being a Licensed Life Insurance Advisor, Dan explains how he is using cash value life insurance to help cottagers put a legacy plan in place to secure the family cottage for generations to come.
****
Follow us on Instagram and join our community on Facebook
We are always looking for new guests from across the country.
Do you know an educator who is on a journey of intentional lifestyle design and financial freedom outside the classroom? If so, email us at beyondthebellteachers@gmail.com
Connect with us:
Anuja: anuja@anujapereira.com
Dan: dan@cashflowcrew.ca
26 episoade