Episode 205: The Grandparent's Guide to Asset Gifting episode artwork

EPISODE · Mar 7, 2025 · 34 MIN

Episode 205: The Grandparent's Guide to Asset Gifting

from Our 2 Cents · host Our2centspodcast

We are back with a great episode of Our 2 Cents with Steve and Gabriel Lewit! On today's show, Steve and Gabriel answer a thought-provoking listener question and dive into everything you need to know about asset gifting to grandchildren. Listen in now using a link below!Quotes of the Month:"Money frees you from doing things you dislike. And since I dislike doing nearly everything, money is handy." – Groucho Marx"Wealth consists not in having great possessions, but in having few wants." – Epictetus  Gabriel's 'Quick Hits':Discover the current landscape of tariffs, shaped by ongoing trade tensions and evolving policies, and what it could mean for you.Gain insights about the new tax bill recently passed by the House.  Listener Question:"We've always dreamed of having a vacation home to visit several times a year once we're retired, and while I think we can afford it, I'm unsure whether to take out a mortgage on the vacation home, tap the line of credit on our primary home, or sell some investments to buy it with cash—how would you advise me?" – Terry    Gifting Assets for Your Grandchildren:Explore various gifting options that can help build a nest egg for your grandkids.

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We are back with a great episode of Our 2 Cents with Steve and Gabriel Lewit! On today's show, Steve and Gabriel answer a thought-provoking listener question and dive into everything you need to know about asset gifting to grandchildren. Listen in now using a link below! Quotes of the Month:"Money frees you from doing things you dislike. And since I dislike doing nearly everything, money is handy." – Groucho Marx"Wealth consists not in having great possessions, but in having few wants." – Epi...

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Episode 205: The Grandparent's Guide to Asset Gifting

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