Join Frank Fantozzi and fellow wealth advisor Chelsea Hussey as they explore the multifaceted world of second homes — those tranquil retreats that can also double as lucrative investment properties. Balancing personal enjoyment with financial gain involves navigating a complex landscape of considerations. From maximizing returns to understanding tax implications, they'll uncover some of the essential do's and don'ts that every potential buyer should know.

Whether your dream is a secluded nature retreat or a savvy investment for long-term wealth, it's essential to navigate the insights and pitfalls. Listen as Frank and Chelsea unpack the complexities of this dual-purpose investment and personal sanctuary. Get ready to dive into the fascinating world of second homes!

Investment advice offered through Planned Financial Services, LLC, a Registered Investment Advisor.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

This communication expresses the views and opinions of the participants as of the date it was recorded or indicated, and such views are subject to change without notice. This podcast is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.

This podcast may discuss forward looking statements that are based on then-current beliefs of the participants.