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Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Ep 17: All About the House

17:35
 
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Manage episode 314820827 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This one’s on the house--what should you do about your house in retirement? How does it fit into your financial plan?

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-17-all-about-the-house/

What we discuss in this episode:

0:51 - What’s it like being a snowbird?

2:31 - When should you pay off the house?

5:22 - Should you downsize?

7:17 - Is a rental property a good investment?

10:08 - What complications could you face when legacy planning?

13:25 - Should you take money out to pay off the house?

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 314820827 series 2895815
Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This one’s on the house--what should you do about your house in retirement? How does it fit into your financial plan?

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-17-all-about-the-house/

What we discuss in this episode:

0:51 - What’s it like being a snowbird?

2:31 - When should you pay off the house?

5:22 - Should you downsize?

7:17 - Is a rental property a good investment?

10:08 - What complications could you face when legacy planning?

13:25 - Should you take money out to pay off the house?

  continue reading

61 episodes

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