What if inheriting your family home feels more like a headache than a windfall? This episode explores the emotional and financial realities behind legacy housing as baby boomers retire in place, leaving aging homes to millennial heirs. Financial planner Mike DiSalvo unpacks myths about passing down real estate, the challenges of outdated properties, and why younger generations value memories over mortgages. Discover how family stories, generational expectations, and tax strategies shape the great wealth transfer—and why open conversations matter more than ever when planning your legacy.

 

Click HERE to Schedule Your Complimentary Appointment

What if inheriting your family home feels more like a headache than a windfall? This episode explores the emotional and financial realities behind legacy housing as baby boomers retire in place, leaving aging homes to millennial heirs. Financial planner Mike DiSalvo unpacks myths about passing down real estate, the challenges of outdated properties, and why younger generations value memories over mortgages. Discover how family stories, generational expectations, and tax strategies shape the great wealth transfer&mdash;and why open conversations matter more than ever when planning your legacy.
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<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

How much flavor is in your retirement plan? If it’s looking a little bland, it might be time to spice things up.

That’s where Retirement Salsa: Spicing Up Your Financial Future can help. Hosted by Mike DiSalvo, co-founder of PurposePath Capital, Retirement Salsa is the quality ingredient you’ve been missing in your retirement recipe. From analysis of the latest financial policies to long-ranging views of economic trends and entertaining looks at the news of the day, Retirement Salsa is a can’t miss retirement dish.

Subscribe and listen to today!

How much flavor is in your retirement plan? If it&rsquo;s looking a little bland, it might be time to spice things up.
That&rsquo;s where Retirement Salsa: Spicing Up Your Financial Future can help. Hosted by Mike DiSalvo, co-founder of PurposePath Capital, Retirement Salsa is the quality ingredient you&rsquo;ve been missing in your retirement recipe. From analysis of the latest financial policies to long-ranging views of economic trends and entertaining looks at the news of the day, Retirement Salsa is a can&rsquo;t miss retirement dish.
Subscribe and listen to today!

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