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How Should Real Estate Factor In My Retirement Plan?

Episode 187 of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "How Should Real Estate Factor In My Retirement Plan?" was published on January 18, 2023 and runs 23 minutes.

January 18, 2023 ·23m · Real Personal Finance

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Scott and James discuss how real estate should factor into your retirement plan. Join the Real Personal Finance Community and click on "The Nation" We're on YouTube here! Listener Question: Me and my wife enjoy doing live and flip rentals and are planning on the cash flow to be part of our retirement funds. We are planning to move in a year and would like to pick up a third house to add to our portfolio when we do. How would you run the numbers to see if this is a safe investment for us. Ens...

Scott and James discuss how real estate should factor into your retirement plan.

Join the Real Personal Finance Community and click on "The Nation"

We're on YouTube here!

Listener Question:

Me and my wife enjoy doing live and flip rentals and are planning on the cash flow to be part of our retirement funds. We are planning to move in a year and would like to pick up a third house to add to our portfolio when we do. How would you run the numbers to see if this is a safe investment for us. Ensure we are not taking on too much risk to expand.

Planning Points Discussed

  • Utilizing Time Efficiently
  • Capital Appreciation
  • Purchasing Power
  • Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

2:30 - We're on YouTube HERE!

6:17 - Rental Overview

11:15 - Understanding Real Estate

14:46 - Income Understanding

16:46 - Customization is Key

19:00 - Aligning Your Financial Goals

LET'S CONNECT!

James

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Scott

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The Nick Cup Audio Experience Nick Cup Real Talks about Entrepreneurship. Business. Personal Finance. Fitness. and Life. Nothing Funny About Money (Shorts) Nothing Funny About Money Nothing Funny About Money puts a lighthearted spin on a sometimes scary subject: money! The show make personal finance fun, simple, and practical. Each month, it tackles a topic with discussion, skits, guest interviews, and real life tips. Hosts Dr. Matt J. Goren, CFP and Dr. Michael G. Thomas, Jr., AFC are experienced financial educators and advisors who focus on money issues for middle and lower-income people. This feed is just for short clips and bloopers. You can find full episodes at nothingfunnyaboutmoney.org or wherever you get your podcasts. The Financial Answer with Nathan O’Bryant Nathan O’ Bryant The Financial Answer is hosted by Nathan O’ Bryant, founder of O’Bryant & Associates, Inc., an investment advisory firm registered in Tennessee and Arkansas. Drawing on over 20 years of experience in financial planning, Nathan shares insights on a wide range of topics including retirement income strategies, tax planning, market trends, Social Security, portfolio management, and more. The show explores the real questions people face when planning for their financial future, offering clear explanations and thoughtful discussion to help listeners make informed decisions. No topic is off limits as Nathan breaks down both timely developments and foundational principles of personal finance. Real Estate Nomad Paulo Frencillo “Creating passive income through real estate investing to Live your Best Live” With 15 years experience in the Canadian finance industry, Paulo shares his personal and professional journey on this Podcast. From being a financial advisor at Canada’s major banks, a senior underwriter for an alternative lender, to his current role as a mortgage agent, he will give you the financial perspective of real estate investing. As a seasoned real estate investor, he helps Canadians navigate the ‘ins and outs’ of the market. Paulo encourages people to build passive income so they can ‘Live their Best Life’. As he is an avid traveler, he promotes the travel lifestyle and learning about different cultures.
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