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Innhold levert av Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Is It Okay to Retire with a Mortgage?

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Manage episode 431283012 series 1945017
Innhold levert av Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

"My Dad is set to retire soon but isn’t sure he should pay off the house first. With 250k left at 2.5%, he wants to keep the money invested. Is there something besides the 2.5% rate he should consider?"

We'll walk you through that question and more in today's Q&A episode!

Jump start your journey with our FREE financial resources

Reach your goals faster with our products

Take the relationship to the next level: become a client

Subscribe on YouTube for early access and go beyond the podcast

Connect with us on social media for more content

Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

  continue reading

1026 episoder

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Is It Okay to Retire with a Mortgage?

Money Guy Show

2,394 subscribers

published

iconDel
 
Manage episode 431283012 series 1945017
Innhold levert av Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, Brian Preston, and Bo Hanson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

"My Dad is set to retire soon but isn’t sure he should pay off the house first. With 250k left at 2.5%, he wants to keep the money invested. Is there something besides the 2.5% rate he should consider?"

We'll walk you through that question and more in today's Q&A episode!

Jump start your journey with our FREE financial resources

Reach your goals faster with our products

Take the relationship to the next level: become a client

Subscribe on YouTube for early access and go beyond the podcast

Connect with us on social media for more content

Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.

  continue reading

1026 episoder

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