EPISODE · Oct 16, 2025 · 18 MIN
Ep 148 - The House as a Retirement Tool: Smart Ways to Tap Home Equity
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
For many retirees, the home is their single biggest asset. But is it just a place to live, or could it also strengthen a retirement plan? In this episode, Adam and Ben explore the strategic ways to tap home equity, from delaying Social Security to protecting against market downturns, covering healthcare costs, and even managing taxes. If you’ve ever wondered whether “spending the house” makes sense in retirement, this conversation will help you see the options clearly and decide if home equity belongs in your plan.Ticket # T009890Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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For many retirees, the home is their single biggest asset. But is it just a place to live, or could it also strengthen a retirement plan? In this episode, Adam and Ben explore the strategic ways to tap home equity, from delaying Social Security to protecting against market downturns, covering healthcare costs, and even managing taxes. If you’ve ever wondered whether “spending the house” makes sense in retirement, this conversation will help you see the options clearly and decide if home equit...
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Ep 148 - The House as a Retirement Tool: Smart Ways to Tap Home Equity
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