Housing Questions In Retirement episode artwork

EPISODE · Jun 9, 2022 · 25 MIN

Housing Questions In Retirement

from The Retirement Roadmap Podcast · host Glenn Mosseller

There are many ways to think about the finances of your home in retirement. Do you still have a house payment? Does it make sense to pay off your house? Should you think of your home equity as an account or a resource that you can utilize? In this episode we delve into a number of questions and ways to think about your “Housing Wealth”. If you'd like to discuss or strategize about your personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues.   Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.

There are many ways to think about the finances of your home in retirement. Do you still have a house payment? Does it make sense to pay off your house? Should you think of your home equity as an account or a resource that you can utilize? In this episode we delve into a number of questions and ways to think about your “Housing Wealth”. If you'd like to discuss or strategize about your personal situation, Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button to share our podcast with friends, family and colleagues.   Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.

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Housing Questions In Retirement

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This episode was published on June 9, 2022.

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There are many ways to think about the finances of your home in retirement. Do you still have a house payment? Does it make sense to pay off your house? Should you think of your home equity as an account or a resource that you can utilize? In this...

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