#12 -Should I Pay Off My Mortgage at Retirement?


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Зроблено Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA, Steve Martin, CPA, JD, Mel Bond, and CFA і знайдено завдяки Player FM та нашій спільноті. Авторські права належать видавцю, а не Player FM, і аудіоматеріали транслюються безпосередньо з сервера видавця. Натисніть на кнопку Підписатися, щоб слідкувати за оновленнями в Player FM або скопіюйте і вставте посилання на канал до іншої програми для подкастів.

In this episode, Steve and Mel discuss the following:

  • The pros and cons of paying down your mortgage in retirement.
  • Using debt to help with tax minimization strategies.
  • The potential role of a Home Equity Line in retirement.
  • Why scenario analysis with financial modeling is critical to help you make important decisions.
  • And more!

Visit our Blog at Oasis Wealth: Episode 12

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