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How to View Your Home Within Your Financial Plan, Episode #44
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For most people, your home is the single biggest purchase you’ll ever make and is one of your most valuable assets. However, despite it being so important, not everyone knows how to look at it within the context of their overall financial life and plan. In this episode, we start out by explaining how your home works as an investment and a source of wealth, and how it grows over time. We then discuss how to think about converting that value into something you can use (if you want to). Finally, we wrap up by talking about how to view your home as part of your overall financial and retirement plan, some of the different roles it can play, and why each might be attractive to you.
Resources & People Mentioned- Podcast episode #33: What to Know About Mortgages and Refinancing
- Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician
- Download our guide: The Financial Checkup
- https://mdwmllc.com
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