Should your client pay off their mortgage as they head into retirement?  Today, Jason Fichtner joins us again to talk about the risks inherent in answering this question with confidence. Jason is Vice President and Chief Economist at the Bipartisan Policy Center and Senior Fellow for the Alliance for Lifetime Income.  Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter.

We hope you enjoy the show.

Links mentioned today:

https://bipartisanpolicy.org/person/jason-j-fichtner/ https://www.linkedin.com/in/jasonfichtner/ https://www.protectedincome.org/about-us/

https://squaredawayblog.bc.edu/squared-away/readers-see-pros-cons-to-paid-off-mortgage/

https://squaredawayblog.bc.edu/squared-away/boomers-repairing-their-mortgage-finances/

https://squaredawayblog.bc.edu/squared-away/pre-retirement-debt-is-rising-over-time/

https://cfsrdrc.wisc.edu/project/wi19-10

https://cfsrdrc.wisc.edu/project/wi20-10