Pay off the mortgage with your nest egg?

What this episode covers

You don't want a mortgage in retirement, but will you have enough leftover if you drain your investments? I'll walk you through a simple process to determine if it's the right decision for you. To do that, we need some key numbers and the right questions to ask. Hear a real-life example that may be similar to your situation. With these tools, you'll create a plan to pay off the mortgage and still have the income you need for retirement.

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Frequently Asked Questions

How long is this episode of Plan Your Kaiser Retirement | Pension & 401k Planning for California Healthcare Workers?

This episode is 6 minutes long.

When was this Plan Your Kaiser Retirement | Pension & 401k Planning for California Healthcare Workers episode published?

This episode was published on January 22, 2024.

What is this episode about?

You don't want a mortgage in retirement, but will you have enough leftover if you drain your investments? I'll walk you through a simple process to determine if it's the right decision for you. To do that, we need some key numbers and the right...

Can I download this Plan Your Kaiser Retirement | Pension & 401k Planning for California Healthcare Workers episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.