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Chapters
00:00 Introduction and Background
03:41 Why Traditional Financial Plans Don’t Include Real Estate
06:06 Using Real Estate to Build Wealthspan
10:26 Investing in Your Lifestyle
13:47 Using a Reverse Mortgage to Invest in Lifestyle
20:43 Building Wealth Despite Negative Cash Flow
26:08 Upsizing and Keeping Your Existing Home as an Investment
Brady Mullen’s Educational Videos:
Lifestyle Investing: The Surprising Value of a Vacation Home https://ltrea.com/lsi1-109-155/
Upsizing and Keeping your Home as an Investment https://ltrea.com/upinv1-109-155/
Reverse Mortgage Introduction: https://ltrea.com/rmi1-101-155/
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Lifestyle Longevity Assessment: https://bit.ly/3Ajb46K
Connect with Rachael: https://calendly.com/rachael-vanpelt/discovery
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Rachael Van Pelt, PhD, is a healthspan scientist, coach, Realtor, and investor dedicated to helping pre-retirees design a lifestyle that supports health, wealth, and happiness for the long haul. With a unique blend of expertise in longevity research, lifestyle coaching, and real estate, Rachael specializes in guiding clients toward their ideal next chapter—whether it’s downsizing, embracing a sunbird lifestyle, or simply optimizing the home they love. Through her innovative approach, Rachael empowers her clients to choose the path that enhances their health and longevity, ensuring that their retirement years are as vibrant, fulfilling, and financially secure as possible.
*****************************
⚠️ Disclaimer: We do not accept liability for any loss or damage incurred from you acting or not acting as a result of watching any of our publications. You acknowledge that you use the information we provide at your own risk. Do your research.
inPlace Professionals, LLC.
2024 All rights reserved.
Broker eXp Realty, LLC
Copyright Notice: This podcast and our YouTube video contain dialogue, music, and images that are the property of Rachael Van Pelt. You are authorized to share the video link and channel and embed this video in your website or others as long as a link back to our YouTube channel is provided. @drrachaelvanpelt
By Rachael Van Pelt
Chapters
00:00 Introduction and Background
03:41 Why Traditional Financial Plans Don’t Include Real Estate
06:06 Using Real Estate to Build Wealthspan
10:26 Investing in Your Lifestyle
13:47 Using a Reverse Mortgage to Invest in Lifestyle
20:43 Building Wealth Despite Negative Cash Flow
26:08 Upsizing and Keeping Your Existing Home as an Investment
Brady Mullen’s Educational Videos:
Lifestyle Investing: The Surprising Value of a Vacation Home https://ltrea.com/lsi1-109-155/
Upsizing and Keeping your Home as an Investment https://ltrea.com/upinv1-109-155/
Reverse Mortgage Introduction: https://ltrea.com/rmi1-101-155/
*****************************
Lifestyle Longevity Assessment: https://bit.ly/3Ajb46K
Connect with Rachael: https://calendly.com/rachael-vanpelt/discovery
*****************************
Rachael Van Pelt, PhD, is a healthspan scientist, coach, Realtor, and investor dedicated to helping pre-retirees design a lifestyle that supports health, wealth, and happiness for the long haul. With a unique blend of expertise in longevity research, lifestyle coaching, and real estate, Rachael specializes in guiding clients toward their ideal next chapter—whether it’s downsizing, embracing a sunbird lifestyle, or simply optimizing the home they love. Through her innovative approach, Rachael empowers her clients to choose the path that enhances their health and longevity, ensuring that their retirement years are as vibrant, fulfilling, and financially secure as possible.
*****************************
⚠️ Disclaimer: We do not accept liability for any loss or damage incurred from you acting or not acting as a result of watching any of our publications. You acknowledge that you use the information we provide at your own risk. Do your research.
inPlace Professionals, LLC.
2024 All rights reserved.
Broker eXp Realty, LLC
Copyright Notice: This podcast and our YouTube video contain dialogue, music, and images that are the property of Rachael Van Pelt. You are authorized to share the video link and channel and embed this video in your website or others as long as a link back to our YouTube channel is provided. @drrachaelvanpelt