114 - How to Upsize Homes Before Selling Your Current Home

from Real Personal Finance · host Scott Frank and James Conole

Scott and James discuss how to upsize homes before selling your current home. Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 1:30 - Introduction 3:28 - Finding Your Dream Home 4:43 - What Information Does A Bank Want? 9:14 - What Funds Should I Use For A Down Payment? 10:30 - Understanding Margin Calls 11:48 - What is a Mortgage Recast? 13:05 - Should I Do A Cash-Out Refi? 16:00 - Balancing Retirement Goals 19:00 - UTMA v. UGMA 22:36 - Strategies to Fund College 23:50 - Aligning Your Financial Goals LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here

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This episode is 24 minutes long.

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This episode was published on August 25, 2021.

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