
Sign up to save your podcasts
Or


In the first episode of the Friday Q&A series,I address a viewer's question about whether to pay off their house before retirement. The husband is close to retirement and considers using his ESOP to pay off their recently purchased home. I discuss the pros and cons of this decision, including tax implications and the importance of maintaining liquidity.The episode offers valuable insights for anyone contemplating similar financial moves in the context of retirement planning.
By Jacob Duke, CFP®4.9
9898 ratings
In the first episode of the Friday Q&A series,I address a viewer's question about whether to pay off their house before retirement. The husband is close to retirement and considers using his ESOP to pay off their recently purchased home. I discuss the pros and cons of this decision, including tax implications and the importance of maintaining liquidity.The episode offers valuable insights for anyone contemplating similar financial moves in the context of retirement planning.

450 Listeners

816 Listeners

1,312 Listeners

454 Listeners

543 Listeners

752 Listeners

557 Listeners

694 Listeners

190 Listeners

576 Listeners

828 Listeners

200 Listeners

597 Listeners

1,062 Listeners

184 Listeners