You've saved up $2.5 million and you're wondering whether you can buy a vacation home or whether you should just do a long-term rental. Maybe you should just scratch the idea altogether. This is a conversation we have with clients and today's show is going to walk you through how we help determine if the vacation home is going to work with a hypothetical case study.

Here's some of what we discuss in this episode:

💵 Comparing buy vs. rent scenarios in retirement

📊 How large purchases affect long-term income and taxes

💬 Why your "retirement paycheck" must align with your goals

🧾 Is it smart to get a mortgage pre-retirement?

Company website: https://sierensfinancialgroup.com/

Podcast website and resources: https://maxretirementshow.com/

Phone: (847) 235-6989

Contact our team: [email protected]

Schedule your no-cost introductory call: https://sierensfinancialgroup.com/schedule-a-meeting/

Check us out on YouTube: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ