Sign up to save your podcasts
Or
Share [EXPERT] No Money? No Problem: Buy Your Second Home With Your 401(k)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
[EXPERT] No Money? No Problem: Buy Your Second Home With Your 401(k)
What if the money you’ve been saving for retirement could actually help you buy your dream vacation home now… without paying a single penalty? Today’s expert episode unlocks a little-known strategy that could completely shift your mindset around affordability—and show you that your down payment may already be within reach.
This Week’s Expert:
Olivia Tati, founder of Wanderlust Wealth Academy and real estate investor extraordinaire, is breaking down how she used her 401(k) to buy her first investment property. She demystifies the risks and rewards, explains the step-by-step process, and shows how borrowing against your retirement savings can help you take your second home leap.
Tune in to learn:
-How a 401(k) loan works and why it’s different from cashing out (no penalties, no taxes, interest goes back to you!)
-The exact steps Olivia took to buy her first investment property with her retirement funds
-How to evaluate if this strategy makes sense for your own second home goals
-Tips for navigating lenders, providers, and maximizing your investment
Key links:
–Olivia’s 401(k) loan Substack post: https://substack.com/home/post/p-172426546
–Subscribe to the free weekly newsletter: BuyYourSecondHomeFirst.com/#subscribe
–Visit the website: BuyYourSecondHomeFirst.com
–Follow on Instagram and TikTok: @BuyYourSecondHomeFirst
–Find us on Substack: SecondHomeFirst.Substack.com
–Say Hi! [email protected]
–Contact Olivia: @TheOliviaTati and OliviaTati.com
A Special Thank You To Our Sponsors:
Lodgify: https://lodgify.com/?afmc=28y
*From now until December 4, use code BF65SHFVIP for 65% (!) off their yearly and bi-yearly Professional and Ultimate plans.
Minoan: https://www.Minoan.com/SecondHome
Use the link provided to sign up and receive a free $25 in credit.
Turno: https://go.turno.com/second_home_first
Use the link provided to get $25 off your first clean
Flytographer: https://www.Flytographer.com/SHF
Use code SHF25 for $25 off your first shoot
PriceLabs: https://hello.pricelabs.co/signup/?referral=secondhomefirst
Use code SecondHomeFirst (all one word) for a 30-day free trial, plus $10 off your first invoice
View all episodes
By Second Home FirstWhat if the money you’ve been saving for retirement could actually help you buy your dream vacation home now… without paying a single penalty? Today’s expert episode unlocks a little-known strategy that could completely shift your mindset around affordability—and show you that your down payment may already be within reach.
This Week’s Expert:
Olivia Tati, founder of Wanderlust Wealth Academy and real estate investor extraordinaire, is breaking down how she used her 401(k) to buy her first investment property. She demystifies the risks and rewards, explains the step-by-step process, and shows how borrowing against your retirement savings can help you take your second home leap.
Tune in to learn:
-How a 401(k) loan works and why it’s different from cashing out (no penalties, no taxes, interest goes back to you!)
-The exact steps Olivia took to buy her first investment property with her retirement funds
-How to evaluate if this strategy makes sense for your own second home goals
-Tips for navigating lenders, providers, and maximizing your investment
Key links:
–Olivia’s 401(k) loan Substack post: https://substack.com/home/post/p-172426546
–Subscribe to the free weekly newsletter: BuyYourSecondHomeFirst.com/#subscribe
–Visit the website: BuyYourSecondHomeFirst.com
–Follow on Instagram and TikTok: @BuyYourSecondHomeFirst
–Find us on Substack: SecondHomeFirst.Substack.com
–Say Hi! [email protected]
–Contact Olivia: @TheOliviaTati and OliviaTati.com
A Special Thank You To Our Sponsors:
Lodgify: https://lodgify.com/?afmc=28y
*From now until December 4, use code BF65SHFVIP for 65% (!) off their yearly and bi-yearly Professional and Ultimate plans.
Minoan: https://www.Minoan.com/SecondHome
Use the link provided to sign up and receive a free $25 in credit.
Turno: https://go.turno.com/second_home_first
Use the link provided to get $25 off your first clean
Flytographer: https://www.Flytographer.com/SHF
Use code SHF25 for $25 off your first shoot
PriceLabs: https://hello.pricelabs.co/signup/?referral=secondhomefirst
Use code SecondHomeFirst (all one word) for a 30-day free trial, plus $10 off your first invoice