mortgage

Financial Planning and The Role Your House Will Play

For most people, their home will be the most valuable asset they own during their lifetime so it’s no surprise that we get a lot of questions about how a home (or homes) fits into retirement plans.

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Ep 137: Top 10 Financial Debates – Part 1

Should you pay the house off before retirement? Do you need to keep your life insurance once retired? Do annuities deserve their bad reputation? On today’s episode, we’ll breakdown some famous financial debates and how each side approaches these topics. Who do you agree with?

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Ep 130: Common Housing Questions from Retirees

Let’s talk about the house today! We are going to explore some common retiree questions we get about housing. Should you downsize? Should you use equity as an emergency fund? Find out on today’s show.

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Ep 86: Do Retirees Really Need Life Insurance?

Is life insurance something you should have as a part of your retirement plan? Why or why not?

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Ep 71: Good News, Bad News in Financial Planning

No one likes bad news and sometimes the good news doesn’t outweigh the bad. On today’s podcast, we talk about a few financial topics that come with good news and bad news.

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Ep 24: Managing Cash & Debt in Retirement

Do you believe you need to be completely debt free to retire successfully? Or are you comfortable carrying some balances beyond your working years? Having a strategy for managing your debt along with the amount of cash you possess are two key pieces to a successful retirement.

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Ep #11: What Can We Learn About Retirement from Flying?

We look to many different places for help with retirement planning, but have you ever considered what flying can teach us about investing? You might be surprised to hear that there are a number of parallels between the two and we’ll lay them out for your on this episode.

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