Financial Planning for Your Forever Home | Expert Advice from CPA Bert Doerhoff

About this episode

This episode discusses the financial preparation needed for building a dream home with expert advice from CPA Bert Doerhoff.

Send us Fan Mail What does it really take to financially prepare for your dream home? In this episode of the Acorn & Leaf Podcast, Lynn Gastineau and Lacey Schmidt sit down with longtime CPA, wealth advisor, and business leader Bert Doerhoff to talk about the financial realities behind building a custom log home, hybrid home, or forever home. From credit scores and mortgage planning to retirement strategies, debt management, taxes, and family legacy planning, Bert shares decades of prac...

People in this episode

Hosts: Lynn Gastineau, Lacey Schmidt

Guest: Bert Doerhoff

Topics covered

• financial planning
• custom log home
• mortgage planning
• debt management
• retirement strategies

Keywords

• financial planning
• dream home
• credit scores
• mortgage
• taxes
• family legacy

Mentioned in this episode

Organizations: Gastineau Log Homes

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