Retirement Coach's Corner

Ep 17: All About the House


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This one's on the house--what should you do about your house in retirement? How does it fit into your financial plan?

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-17-all-about-the-house/

What we discuss in this episode:

0:51 - What's it like being a snowbird?

2:31 - When should you pay off the house?

5:22 - Should you downsize?

7:17 - Is a rental property a good investment?

10:08 - What complications could you face when legacy planning?

13:25 - Should you take money out to pay off the house?

...more
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Retirement Coach's CornerBy Alan Mercurio & Troy Bolton

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