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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Mailbag: Should I Go Ahead And Pay Off My Low Interest Mortgage?
Manage episode 455154702 series 3512330
Вміст надано Frank Oliver. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Frank Oliver або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In this video, Frank answers a common question: Should you pay off a low-interest mortgage early? There’s not a one-size-fits-all approach to this question, but there are some considerations that we can look at as we go through our decision-making process!
Frank will discuss the calculator he uses to compare scenarios, how to view your portfolio as a balance sheet, and the value of liquidity to retirees and soon-to-be retirees. If you've ever wondered whether you should pay off your mortgage early, be sure to click play as Frank brings up some important items to think about.
Here’s what we discuss in this episode:
0:00 – Intro
0:50 – The house payment calculator
2:20 – Looking at your portfolio as a balance sheet
3:03 – The importance of liquidity
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time
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