Retirement Answer Man
Trailer
Bonus
Episode 539
Season 1
Should I Get a Mortgage for My Retirement Home?
Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off?
In this episode, we explore Scott’s question about pursuing a mortgage and paying it off early. Listen in to learn some different strategies you could use if you plan to get a mortgage on your home in retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT
- [2:08] Should Scott get a mortgage to build his retirement home?
LISTENER QUESTIONS
- [12:13] HSA fees can be more expensive than the interest
- [15:14] What should John think about when deciding on whether to get a mortgage?
- [19:12] On using reverse dollar cost averaging
- [22:07] Can we use Roth conversions to do RMDs?
- [25:29] Understanding investment advisory fees
- [29:28] Tom’s perspective on his retirement
ROCK LIFE
- [33:41] On cultivating a growth mindset
TODAY’S SMART SPRINT SEGMENT
- [35:00] Take your thought and do it in the moment