Episode 12: Snowbirds

Sherri Stephens, President and CEO of Stephens Wealth Management Group, discusses the “ins and outs” of becoming a snowbird/sunbird with fellow Financial Planner and Founder of Pearl Planning, Melissa Joy.  Thinking about becoming a snowbird?  Not sure where to start?  Take a listen to hear more about Sherri and Melissa’s journeys to second home ownership and key considerations for anyone thinking about the snowbird lifestyle.

  • Buy or Rent
  • Set-up home for rental (i.e., VRBO, Airbnb, etc.)
  • Property ownership
  • Tax considerations
  • Exit planning

Our podcasts will cover topics that we are passionate about.  Financial topics can sometime be tricky and complex.  Our goal will be to breakdown our topics into smaller bite size chunks of information that make sense.  You don’t need to have a vast knowledge of the stock market or a financial background to benefit from our recordings, rather just the contrary.  We welcome you to take a listen and if you have questions feel free to contact us 810 732-7411.  Stephens Wealth Management Group (SWMG)  is a wealth management practice located at 5206 Gateway Centre, Suite 300, Flint, Michigan.

Investment advisory services offered by SWMG, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by SWMG, or any non-investment related content, made reference to directly or indirectly in this podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful).  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this podcast serves as the receipt of, or as a substitute for, personalized investment advice from SWMG.  To the extent that a listener has any questions regarding the applicability of any specific issue discussed above to their individual situation, they are encouraged to consult with the professional advisor of his/her choosing.  SWMG is neither a law firm, nor a certified public accounting firm, and no portion of the Podcast content should be construed as legal or accounting advice.

A copy of SWMG current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.stephenswmg.com. Content represents the opinion of the speaker and not necessarily that of SWMG.

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