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.
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